> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildassistants.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Sub Accounts And Install Custom Menu Link

## Background & Purpose

Import sub-accounts into your GoHighLevel-connected workspace and install a custom menu link to display your AI Portal inside each sub-account. This ensures seamless integration and accessibility of your portal for clients, with automation and visibility at scale.

## Step-by-Step Instructions

### 1. Import Sub-Accounts to Workspace

1. Go to your buildassistants.app workspace
2. Click **Import Installed** to fetch all sub-accounts linked to your GoHighLevel connection
3. Choose to:
   * Select specific sub-accounts to import
   * Select all to import all sub-accounts

> ⚠️ **Plan Limit Warning**: If you are on a limited plan (e.g., 3 sub-accounts), avoid importing more than your limit — archive extras as needed

### 2. Copy Your Custom Menu Link

1. In your workspace, click **Custom Menu Link**
2. Copy the unique URL generated for your agency and workspace
3. This link allows the AI Portal to be displayed in each sub-account

### 3. Add Custom Menu Link in GoHighLevel

1. In GoHighLevel, switch to **Agency View**
2. Navigate to: **Settings > Custom Menu**
3. Click **Create** (if one isn't already there)
4. Paste the **exact** custom menu link (leave variables untouched — system auto-configures per sub-account)
5. Keep it as an **iframe**
6. Name it (e.g., "AI Portal", "AI Builder" — your choice)
7. Set visibility:
   * **Do not** show on Agency Sidebar
   * **Do** show on all sub-accounts or select specific ones
   * Use **role-based visibility** if needed

### 4. Allow Microphone Access (Recommended)

* Enable microphone access for the AI Portal
* This allows testing of voice agents via the embedded Voice Lab
* Skipping this may cause errors during voice tests

### 5. Save and Confirm Setup

1. Click **Save**
2. Navigate to any sub-account
3. Scroll to the sidebar — you should see the new **AI Portal** menu item
4. Click it to verify it opens your portal for that sub-account
5. New sub-accounts will:
   * Auto-create in your workspace
   * Sync via OAuth
   * Display the AI Portal per location

## FAQs

### Q: Can I import all sub-accounts at once?

**A:** Yes, but make sure you're not exceeding your plan's sub-account limit.

### Q: What if I paste the custom menu link without the variable?

**A:** Don't remove or replace the variable — the system configures it dynamically.

### Q: Do I need to configure the link for each sub-account?

**A:** No, one setup handles all sub-accounts automatically.

### Q: What happens when someone clicks the custom menu link?

**A:** It creates, links, and syncs the sub-account in your workspace.

### Q: Why is microphone access needed?

**A:** It's required to test voice agents using the built-in Voice Lab.

## Key Integration Benefits

* ✅ **Seamless portal access** directly from GoHighLevel sidebar
* ✅ **Automatic sub-account synchronization** via OAuth
* ✅ **Scalable deployment** across unlimited sub-accounts
* ✅ **Dynamic configuration** with preserved variables
* ✅ **Voice testing capabilities** with microphone access
* ✅ **Role-based visibility controls** for customized access
* ✅ **One-time setup** for ongoing automation