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HighLevel28 OF 28 CAPABILITIES ASSESSED

Who can reach your clients and campaigns in a HighLevel sub-account

HighLevel sub-account users and their roles, with users added, role changes and removals managed from Ploy.

TYPE · SAASAUTH · ACCESS TOKENDOMAIN · GOHIGHLEVEL.COM
HighLevel connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync sub-account usersEvery user assigned to the sub-account arrives in Ploy as an identity. Contacts and leads are CRM data, not users, and are not scanned.
READ
Read the roleEach user carries their role, such as Account admin or Account user, as their access.
READ
Add a userPloy creates a new user in the sub-account as an admin or a user.
WRITE
Change a rolePloy moves a user between admin and user.
WRITE
Remove a userPloy removes a person from the sub-account.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

REQUESTS

A sub-account seat on approval

An approved request creates the user with the role they asked for.

REVIEWS

Admins named on the row

Each user shows their role, so a reviewer sees who can change settings, integrations and billing.

LEAVERS

Out of HighLevel on the last day

Offboarding removes the user, so they can no longer read contacts, conversations or campaigns.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Find your sub-account ID

Open the sub-account in HighLevel, go to Settings, then Business Profile, and copy the Location ID.

STEP 02

Create a Private Integration Token

In the same sub-account, open Settings, then Private Integrations, and create a token with access to users. Paste the ID and the token into Ploy.

STEP 03

Watch the first sync

Ploy tests the token, then users and roles land in the graph.

2.4OFTEN CONNECTED TOGETHER
HubSpotSAASSalesforceSAASSlackAPPROVALS
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Connect HighLevel, see it in 10 minutes.