Agency Company Settings in GHL Customer Care

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This article will show you how to update and personalize your Agency Company Settings in GHL Customer Care! From updating your agency's name, email, and logo to adding custom code or enabling powerful features like AI and advanced triggers, this guide walks you through every tab and option available in the updated UI.

TABLE OF CONTENTS

• Key Benefits of Agency Company Settings
• What are Agency Company Settings (and How do you access Them)?
• Part 1: Basic Details Tab
• Part 2: Whitelabel Tab
• Part 3: Advanced Settings
• Frequently Asked Questions
• Related Articles

Key Benefits of Agency Company Settings

Agency Company Settings enhance your ability to deliver a professional, consistent, and flexible experience across all GHL Customer Care accounts under your agency.

• Customize branding for your login portal and interface

• Control agency-wide contact information and address

• Add custom code (JS/CSS) to tailor platform appearance and function

• Toggle advanced tools like AI Employees and Premium Triggers

• Configure whitelabel and API domains for seamless branding

• Set session timeout, time zones, and client-facing experience settings

What are Agency Company Settings (and How do you access Them)?

Agency Company Settings is your central control panel for managing your agency's identity, branding, and global platform settings across all subaccounts. From customizing your logo and login domain to enabling powerful tools like Workflow AI or Template Libraries, everything starts here. You can find these settings inside your Agency Dashboard by following these steps:

Step 1: Click the Settings gear icon on the bottom-left navigation panel and select the Company tab at the top.

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Step 2: Explore the three primary tabs, which are explained in detail below: 

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1. Basic Details – Core business information, location, and toggles for agency-wide features.

2. Whitelabel – Custom logos, domains, legal policy links, and styling with custom code.

3. Advanced Settings – Security preferences, session timeouts, onboarding optimization tools.

Part 1: Basic Details Tab

The Basic Details Tab is where you set the foundation of your agency’s identity inside GHL Customer Care. From your business name and niche to contact info and feature toggles, this area sets the tone for your agency across the platform.

1. Company Info & Identity

Update basic company details, such as your agency’s name, contact info, and website to ensure consistent branding across the platform. These fields form the foundation of your agency’s identity and appear in client-facing areas like login portals, email templates, and system-generated messages.

• Company Name, Email, Phone – Your main business identifiers used in headers, emails, and system elements.

• Website URL – This adds credibility and is referenced in white-labeled experiences.

• Business Category & Niche – Helps personalize GHL Customer Care features for your industry.

• Usage Type – Define if you're an agency or a business using GHL Customer Care directly.

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2. Company Address & Time Zone

• Address, City, State, Zip, Country – Used in system templates and for compliance

• Time Zone – Affects automation timing, workflow logs, and campaign accuracy

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3. Feature Toggles

Enable or disable agency-level tools and automation helpers:

• AI Employee – A Smart assistant to handle repetitive tasks. For more, visit AI Employee Overview.

• Workflow AI – Inject AI logic into workflows. For more, visit How to Enable and Rebill Workflow AI?

• Auto-complete Address – Improve form usability for clients. For more, visit How To Use and Rebill Auto-Complete Address

• LC - Premium Triggers & Actions - LC Premium Triggers & Actions will be used in workflows. For more, visit How to enable and rebill LC Premium Triggers & Actions for Workflows
• Domain Purchase – Allow clients to buy domains inside the platform. For more visit How to Enable and Rebill Domain Purchase?

• Template Library – Share funnels, websites, and templates. For more, visit Template Library Overview & Setup.

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Part 2: Whitelabel Tab

The Whitelabel tab lets you fully customize your agency’s branding for client-facing experiences. Add your logo, use your own domains, and maintain compliance with legal policies.

1. Logo & Branding

Upload your agency logo to display in key client-facing areas such as the login screen, app header, and system-generated emails. A clear, professional logo helps reinforce your brand identity across the platform.

• Recommended logo size: 350px * 180px. No bigger than 2.5 MB
• Appears in:
  • Login screen
  • App header
  • Notification emails
  • Some widgets and form footers

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2. Favicon & Where It Applies

Favicons are the small icons that appear in browser tabs and link previews. GHL Customer Care supports favicons on specific branded experiences (sites, client portals, and membership/course sites). Use this guide to understand where you can set a favicon and how it displays across your brand.

• Agency Wide Favicon Availability: There isn’t a separate agency-wide favicon upload in Company → Whitelabel at this time. Use the asset-specific options below.

• Websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon.

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• Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon.

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• Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon.

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3. Custom Domains

Set up your own custom domains to completely white-label the login experience and link tracking. These domains remove GHL Customer Care branding from your client interactions and increase trust and professionalism.

• Whitelabel Domain – Branded domain for your desktop login portal. For more, visit How to Set Up a Whitelabel Domain for the Desktop Web App.

• API Domain – Customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. For more, visit Branding System-Generated Links (API Domain).

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4. Policy URLs

Ensure legal compliance and transparency by linking to your agency’s Privacy Policy and Terms & Conditions. These links appear in widgets, forms, and login pages where needed.

• Privacy Policy URL – Required for compliance in most public-facing widgets

• Terms & Conditions URL – Helps clients understand their usage obligations

For more, you can refer to GDPR Compliance and Data Privacy

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5. Custom Code (JS & CSS)

Use custom code to style your agency dashboard and add third-party tools or custom logic.

• Custom JavaScript: For live chat widgets, Google Analytics, tracking pixels, etc.
• Custom CSS: For styling the platform, hiding elements, and adjusting branding.

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IMPORTANT: Custom JS/CSS is powerful but unsupported. Changes made to GHL Customer Care’s core UI may break your code. Always test thoroughly.

Custom CSS: What You Can & Cannot Customize

Custom CSS allows you to adjust the look and feel of GHL Customer Care’s interface, but it’s important to know what’s supported and what is not. Below are safe customization options, practical examples, and areas you should avoid.

What You Can Customize

You can safely adjust styling for client-facing and dashboard elements.

Login Page

/* Change login button color */ .login__button {  background-color: #2E86C1 !important; }
 /* Resize login logo */ .login__logo img {  max-height: 80px !important; }

Agency/Account Sidebar

/* Hide Opportunities tab */ .hl_navItem[data-id="opportunities"] {  display: none !important; }
 /* Change sidebar background */ .hl_sidebar {  background: #1F2937 !important; }

Header Bar

/* Change top header background */ .hl_topHeader {  background: #111827 !important; }

Calendars & Form Widgets

/* Adjust form field styling */ .hl_formField input {  border-radius: 8px !important;  border: 2px solid #2E86C1 !important; }

Funnels & Websites

• Each funnel step has its own CSS panel.

• The global CSS panel applies across steps.

What You Cannot (or Should Not) Customize

Avoid applying CSS to the following areas, as it may cause errors or break after updates:

• Mobile apps (iOS/Android) — CSS is not supported.
• React pop-ups (e.g., Payments modals).
• Back-end generated PDF invoices/receipts.
• Core drag-and-drop builder UI (elements may shift after updates).
• Any element without a stable class or data-id.

Caution : After any platform update, re-check your CSS with Chrome DevTools. Unsupported overrides may stop working and can cause blank screens or broken layouts.


Always wrap your rules in <style>...</style> when pasting into the Custom CSS editor.

1. Right-click on the element in your GHL Customer Care dashboard.

2. Select Inspect to open Chrome DevTools.

3. Copy the selector.

4. Paste it into Company Settings → Whitelabel → Custom CSS.

5. Save changes.

5. Theme Selection

Choose your agency dashboard’s default theme to match your brand or personal preference. This does not affect your sub-accounts’ dashboards—only your agency-level view.

• Light Mode – Clean, bright appearance.

• Dark Mode – Modern, high-contrast interface.

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Part 3: Advanced Settings

The Advanced Settings Tab allows you to secure your agency account, manage session behavior, and enhance the onboarding experience for your clients. This section includes toggles for key productivity features, early access tools, and platform security controls that affect both your agency and your subaccounts.

Configuring this area properly helps prevent unauthorized access, improves the user experience for clients, and ensures smoother operations across your agency.

Use Case Matrix

Control Default Personal Calendar Creation

Use the Preloaded Example Data setting to control whether new users added to sub-accounts receive an automatically created personal booking calendar.

• When Preloaded Example Data is enabled, new users continue to receive a personal booking calendar automatically.
• When Preloaded Example Data is disabled, GHL Customer Care does not create a personal booking calendar automatically for newly added users.
• This change applies only to users added after the setting is updated.
• Existing calendars are not changed.

This setting is useful for agencies that use snapshots, structured calendar setups, or team members who do not need personal calendars.

1. Enhanced Account Security

Enable Enhanced Account Security to limit exposure to unauthorized API access and protect your agency’s data. This is especially important for agencies that have developers or third-party apps interacting with the platform via API. 

What it does:

• Disables auto-generation of legacy API keys

• Restricts CRUD access to sensitive API endpoints

• Prevents accidental data leaks due to open access

For more, visit Enhanced Account Security. 

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2. Session Timeout

Control how long users can remain logged into GHL Customer Care without activity. This feature helps secure your agency's platform access by logging out inactive users after a set duration.

Available options typically include:

• 15 minutes

• 1 hour

• 4 hours

• 8 hours

• 12 hours

• 1 day

• 2 days

• 3 days

• Never

This is especially useful in shared office environments or when accessing GHL Customer Care on public or team devices.

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3. Optimize Experience Settings

This section lets you turn on or off client-facing tools designed to improve onboarding, engagement, and feedback collection. These tools are designed to help clients understand the platform and take action faster.

For more, visit Optimize Experience Features. 

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Frequently Asked Questions

Q: Which settings affect my clients’ experience the most?
The Whitelabel and Optimize Experience sections directly impact what your clients see and interact with.

Q: Can I use different domains for login and system links?
Yes. The Whitelabel Domain controls the login portal. The API Domain controls tracking links in SMS/email.

Q: Should I enable Enhanced Security?
Yes, unless you use legacy API keys for external tools. Enabling it is best for data safety.

Q: Can I upload a custom font or UI color theme?
Only with Custom CSS inside the Whitelabel tab.

Q: Can I upload a single favicon at the agency level that applies everywhere (login portal, all sub-accounts, all sites)?
Not currently. Upload favicons at the site, Client Portal, or Membership/Courses level as needed.

Q: My favicon isn’t showing after I upload it—what should I try?
Clear your browser cache, open the URL in an incognito window, and ensure the image is square and at least 32×32 px. 

For sites, confirm it’s saved in Site Settings → Favicon; for Client Portal or Courses, confirm the favicon is saved in their respective branding/theme areas. 

Related Articles

• How to Set Up a Whitelabel Domain for the Desktop Web App
• How to change Agency's address in GHL Customer Care?