Connect the sub-account
Add the HighLevel location your team is authorized to manage. Agency Dash Pro validates the connection and keeps the credential encrypted in the application.
Implementation, made clear
Turn a HighLevel sub-account into a polished client dashboard in three steps.
Agency Dash Pro keeps the setup straightforward: authorize the account, choose its reporting experience, and place one stable embed where your client already works.
The implementation path
One intentional handoff—from your workspace to the client account.
Choose the dashboard experience
Select the dashboard family that matches the client’s reporting goal, then apply the supported presentation settings for that account.
Embed it where clients already work
Copy the generated iframe into the HighLevel dashboard widget to make a curated Agency Dash Pro dashboard the account’s primary reporting view.
Step 01 · Connect
Start with the account you are authorized to manage.
Connect the selected HighLevel sub-account from your Agency Dash Pro workspace. This creates the reporting source for that client and gives your team one place to monitor its setup and status.
- Connect the right client location
- Verify the authorized source
- Keep the reporting credential protected
Source connection
Authorized HighLevel accountConnected
Reporting sourceReady
Your team controls the connection from the Agency Dash Pro workspace.
Step 02 · Select
Choose a dashboard that tells the client’s story clearly.
Select a dashboard family that fits the account’s reporting needs. The goal is not more charts—it is a clean view of the activity, pipeline, appointments, and results that matter for that client.
- Choose the appropriate dashboard family
- Apply supported account-level presentation settings
- Review the reporting experience before delivery
Step 03 · Embed
Paste one iframe into the HighLevel dashboard widget.
Copy the generated embed code, open the sub-account’s dashboard widget in HighLevel, and paste it in. The embedded dashboard becomes a polished, client-facing reporting destination inside the CRM.
Ready to set up your first account?