How to Add WhiteLabel Link to the Custom Menu in HighLevel CRM

Introduction #

If you’re an ACA Insurance Agent or agency admin using HighLevel CRM, you can streamline access to sub-account creation by adding a custom menu link directly in the agency sidebar. This link allows users or admins to automatically log in and create sub-accounts — fully white-labeled under your agency branding.

In this guide, we’ll walk you through:

• Where to find the Auto Login URLs
  
• How to set up a Custom Menu Link in HighLevel CRM
  
• Best practices for visibility and access control
  

Step 1: Retrieve the Auto Login URL for Sub-Accounts #

1. Navigate to the Sub Accounts section in your agency account.
   
2. Click on the View API Guideline button.
   
3. A popup will appear showing two auto-login URLs:
   
   • Agency Admin Auto Login URL: for admins to log in and manage sub-accounts.
     
   • Users Sub-Account Auto Login URL: for users to create and access sub-accounts.
     

✅ Note: Copy the appropriate URL based on who will be using this link. Replace placeholders like {{user.email}} with the actual admin or user email if required.

Example of a URL:
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https://account.affordablecare.ai/api/widget/auth?company_name={{location.name}}&location_id={{location.id}}&api_key=XXXXXX&admin=1&email={{user.email}}&user_name={{user.name}}

Step 2: Navigate to Custom Menu Links in HighLevel CRM #

1. Login to your HighLevel Agency Admin account.
2. In the left-hand navigation, go to:
   • Settings > Custom Menu Links
3. Click the Create New button on the top-right.

Step 3: Fill Out the Custom Menu Link Details #

A form will open for creating the new menu link. Fill out each section as follows:

1. Link Icon:
   • Click to select an icon that visually represents the link, such as a user or portal icon.
2. Link Title:
   • Enter a clear and descriptive name like “Create Sub-Account” or “Sub-Account Setup”.
3. URL:
   • Paste the Auto Login URL you copied earlier.
4. When Clicked:
   • Choose one of the following options:
     • Open link within the current window as an embedded page (iFrame) — keeps the user inside the CRM.
     • Open in a New Tab — opens the link in a separate browser tab.

       

5. Show on:
   • Select the accounts or sub-accounts where this link should be displayed.
6. Role-Based Visibility:
   • Choose who can see this link:
     • All
     • Users
     • Admins

✅ Tip: For sub-account creation, it’s recommended to make this visible to Admins only to maintain control.

Step 4: Save the Custom Menu Link #

Once you’ve configured all the options:

• Click the Save button at the bottom of the form.

Your custom menu link will now appear in the side navigation for the selected accounts and user roles.

Conclusion #

By adding the sub-account creation white-labeled link to your HighLevel CRM custom menu, you provide your team with a streamlined, professional way to create sub-accounts directly within the platform. This enhances operational efficiency while keeping everything aligned with your agency’s branding.