---
title: How to Add WhiteLabel Link to the Custom Menu in HighLevel CRM
description: "### **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…"
url: "https://help.affordablecare.ai/docs/how-to-add-whitelabel-link-to-the-custom-menu-in-highlevel-crm/"
updated: "2025-10-10"
category: AI Caller
---

# 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.

![](https://help.affordablecare.ai/wp-content/uploads/2025/07/Screenshot_3-3.png)

✅ **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:
ruby
**CopyEdit**

```javascript

                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.

![](https://help.affordablecare.ai/wp-content/uploads/2025/07/Screenshot_4-2.png)

## **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.
       ![](https://help.affordablecare.ai/wp-content/uploads/2025/07/Screenshot_5-2.png)

        
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.

 

![](https://help.affordablecare.ai/wp-content/uploads/2025/07/Screenshot_6-2.png)

## **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.