👥 Help Guide: Adding & Removing Users in Your Gym Growth Engine Support Doc for Internal AI Knowledge Base Video Reference: “How to Add and Remove Users”

📌 Who This Is For

• ❌ Solo gym owners (no team yet): You can skip this guide and move to the next setup video.

• ✅ Gym owners with staff (sales reps, coaches, front desk, etc.): Follow this guide to give the right people access to leads, calendars, appointments, and more.

✅ How to Add a New User

1. Log into your HighLevel account on a desktop.

2. On the bottom-left menu, click Settings.

3. Click “My Staff” from the left-hand sidebar.

You’ll See:

• Your own user profile (name, email, phone)

• A blue button at the top right: “+ Add Employee”

To Add a New User:

• 👤 First Name

• 👤 Last Name

• 📧 Email address (required)

• 📱 Phone number (optional, but highly recommended)

  • Used for internal notifications, such as text alerts

• 🔐 Password

  • Leave blank if you want the user to set their own (they'll get an email invite)

  • Fill it in if you want to assign one and tell them directly

✅ Click “Save”
You’ll see: “User created successfully.”

🔐 User Roles & Permissions

After adding the user:

1. Assign their role:

   • Admin: Full access (for owners only)

   • User: Limited access (recommended for most team members)

2. If needed, you can customize permissions even further:

   • Toggle specific settings on/off (e.g., restrict billing or editing automations)

   • Not required for most setups—stick with User for simplicity

🎯 Best Practice:
Only the gym owner (you) should be an Admin. Everyone else should start as a User.

🗑️ How to Remove a User (Terminate Access)

If a team member leaves or no longer needs access:

1. Go to Settings > My Staff

2. Find the user

3. Click the 🗑️ trash can icon next to their name

4. Type DELETE (in all caps) to confirm

5. Click Confirm Delete

✅ You'll see a success message and the user will be removed.

🧠 Pro Tip: Don’t Share Logins

Never share your personal login with team members.
Creating individual user profiles:

• Keeps actions traceable

• Allows for permission control

• Helps organize leads, calendars, and tasks

📋 Summary

🚨 Before You Continue

Make sure every person on your team who needs access to:

• Leads

• Sales Calendars

• Appointment Booking

• Pipeline Management

…has been added as a user before moving on to the next training video.