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Understanding Default Phone Preferences for New Sub-Accounts

Understand the default phone, messaging, and A2P registration settings applied to new sub-accounts in GHL Customer Care. Streamline onboarding with smart defaults.

3 min read583 words2 explained imagesUpdated Tue, 1 Sep at 2:19 PM
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  1. Key Benefits of Default Phone Preferences
  2. How to Modifying These Settings
  3. Understanding Default Preferences
  4. 1. Automatically Link Phone System
  5. 2. Allow Sub-Account Users to Submit A2P Registration if Re-Billing is Disabled
  6. 3. Automatically Enable Number Intelligence
  7. 4. Messaging Limit
  8. Frequently Asked Questions
  9. Related Articles

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When creating new sub-accounts, certain settings are pre-applied to streamline the setup process. These settings ensure that sub-accounts are configured optimally from the start, reducing manual adjustments. However, users can modify them at any time to better suit their operations.

TABLE OF CONTENTS

What are Default Phone Preferences for New Sub-Accounts?

Default phone preferences are agency-level settings that determine how specific LC Phone features are configured when a new sub-account is created. Setting these preferences in advance helps agencies establish a consistent starting configuration across new sub-accounts while reducing the need to configure the same phone settings individually after account creation.

Agency admins can manage these preferences from the Account Creation area under Agency Settings > Phone Integration.

What are Default Phone Preferences for New Sub-Accounts? (image 1 of 2) What this shows Agency admins can manage these preferences from the Account Creation area under Agency Settings > Phone Integration. What this shows Illustrates the "What are Default Phone Preferences for New Sub-Accounts?" section of "Understanding Default Phone Preferences for New Sub-Accounts". This screenshot appears in the "What are Default Phone Preferences for New Sub-Accounts?" section of "Understanding Default Phone Preferences for New Sub-Accounts". The text alongside this image reads: Agency admins can manage these preferences from the Account Creation area under Agency Settings > Phone Integration. The navigation path used here is Agency Settings > Phone Integration. Immediately after, the guide continues: Consistent onboarding: Apply standardized phone preferences when new sub-accounts are created instead of configuring the same defaults repeatedly. Phone system provisioning: Control whether the GHL Customer Care phone system is…. Path: Agency Settings > Phone IntegrationImage 1 of 2 What this coversAgency admins can manage these preferences from the Account Creation area under Agency Settings > Phone Integration.
Buttons and menus referenced Account CreationAgency Settings > Phone Integration
Next stepConsistent onboarding: Apply standardized phone preferences when new sub-accounts are created instead of configuring the same defaults repeatedly. Phone system provisioning: Control whether the GHL Customer Care phone system is automatically linked to newly created sub-accounts. A2P registration access: Determine whether sub-account users can submit A2P registration when phone re-billing is disabled. Number Intelligence defaults: Decide whether Number Intelligence is automatically enabled for new sub-accounts. Messaging controls: Establish the messaging model that newly created sub-accounts begin with based on the agency's available messaging configuration.

Key Benefits of Default Phone Preferences

  • Consistent onboarding: Apply standardized phone preferences when new sub-accounts are created instead of configuring the same defaults repeatedly.
  • Phone system provisioning: Control whether the GHL Customer Care phone system is automatically linked to newly created sub-accounts.
  • A2P registration access: Determine whether sub-account users can submit A2P registration when phone re-billing is disabled.
  • Number Intelligence defaults: Decide whether Number Intelligence is automatically enabled for new sub-accounts.
  • Messaging controls: Establish the messaging model that newly created sub-accounts begin with based on the agency's available messaging configuration.

How to Modifying These Settings

Users can adjust these preferences anytime based on their operational requirements. To make changes:

  1. Login to your Agency Account and click on Settings.
  2. Click on Phone Integration.
  3. Click on the Account Creation tab.
  4. Update the settings based on your needs.
How to Modifying These Settings (image 2 of 2) What this shows Login to your Agency Account and click on Settings. What this shows Illustrates the "How to Modifying These Settings" section of "Understanding Default Phone Preferences for New Sub-Accounts". This animation appears in the "How to Modifying These Settings" section of "Understanding Default Phone Preferences for New Sub-Accounts". The text alongside this image reads: Login to your Agency Account and click on Settings. Click on Phone Integration. Click on the Account Creation tab. Update the settings based on your needs. Immediately after, the guide continues: This setting ensures that new sub-accounts are automatically connected to the phone system. It provides instant access to messaging and voice services, eliminating the need for manual setup. Image 2 of 2 What to clickLogin to your Agency Account and click on Settings. Click on Phone Integration. Click on the Account Creation tab. Update the settings based on your needs.
Buttons and menus referenced Agency AccountSettingsPhone Integration.Account Creation
Next stepThis setting ensures that new sub-accounts are automatically connected to the phone system. It provides instant access to messaging and voice services, eliminating the need for manual setup.
All 4 steps in this procedure
  1. Login to your Agency Account and click on Settings.
  2. Click on Phone Integration.
  3. Click on the Account Creation tab.
  4. Update the settings based on your needs.

Understanding Default Preferences 

Pre-enabled by default

This setting ensures that new sub-accounts are automatically connected to the phone system. It provides instant access to messaging and voice services, eliminating the need for manual setup.

2. Allow Sub-Account Users to Submit A2P Registration if Re-Billing is Disabled

By default, sub-accounts can only submit A2P (Application-to-Person) registration if re-billing is enabled. Enabling this option allows users to submit A2P registration even when re-billing is disabled. (Optional setting)

3. Automatically Enable Number Intelligence

This feature provides enhanced phone number intelligence by:

  • Validating numbers before sending the first SMS
  • Detecting incoming spam calls
  • Looking up the names of unknown callers before answering

Enabling this setting improves the efficiency and reliability of phone communication. (Optional setting)

4. Messaging Limit

The Messaging Limit applies to all newly created sub-accounts. The selected limit determines the messaging capacity for new sub-accounts, ensuring compliance with usage policies.

  • Current Limit: Messaging Ramp (default setting)
  • Users can modify this setting as needed.

Frequently Asked Questions

Q: Will changing these default phone preferences update my existing sub-accounts?
No. These preferences are intended to establish defaults during new sub-account creation.

Q: Does enabling A2P registration access mean the sub-account is automatically registered?
No. Allowing submission gives eligible sub-account users access to initiate the registration process. A2P registration still requires the applicable business, Brand, and Campaign information and must complete the required registration process.

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