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Your clients
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Create a client
Adds a new client. They start in building β they'll see a setup screen until you flip them live.
- In the client's GHL sub-account, create a Private Integration with the portal scopes.
- Copy its token and paste it below along with the sub-account location ID.
Which scopes do I enable? β
Read access
View CalendarsView Calendar Events
View CampaignsView Conversations
View Conversation MessagesView Conversation Reports
View ContactsView Locations
View OpportunitiesView Workflows
View Tags
Write access (clients can act)
Edit ContactsEdit Conversations
Edit Conversation MessagesEdit Opportunities
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Go live & send login
Once the AI employees are trained, flip the client to live and email them their login link.
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Send a login link
Email a fresh login link to any existing client (e.g. if they're locked out).