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How to Set Up Clients in UpHex Without Using GoHighLevel

Don't have a GHL account but still want to setup your clients in UpHex? No problem! Here's how.

Heather Kelley avatar
Written by Heather Kelley
Updated this week

If your agency doesn’t use GoHighLevel (GHL) with UpHex, you can still set up and manage your clients directly in your UpHex account. Follow the steps below to get everything connected and ready to go.

Step 1: Open Settings

  1. Log in to your UpHex account.

  2. In the bottom corner of your screen, click Settings.

  3. At the top of the page, click Integrations.

Step 2: Connect Your Agency Accounts

Before you create any client accounts, you need to connect your agency’s Facebook and/or Google accounts under Integrations. BE SURE TO GIVE FULL PERMISSION IN FB OR YOU WON'T SEE ALL YOUR AD ACCOUNTS AND PAGES.

⚠️ Important:
These integrations must be your agency’s accounts, not your client’s.
Your agency should already have partner or admin access to your client’s Facebook Page and Ad Account (or Google Ad Account).

Need Help Getting Admin Access? If you don’t know how to get admin or partner access to your client’s Facebook or Google accounts, check out our help article:
👉 How to Get Partner Access to Your Client’s Facebook or Google Accounts

Step 3: Create a Client Account

1 - Go to your Dashboard.

2 - Click the Create Client button.

3 - Type in your client’s business name and hit next.

Step 4: Connect Client Ad Accounts

After you create your client’s account, you’ll need to connect their ad accounts so you can run ads for them.

1 - In your client's account, click on Integrations.

2 - Choose to connect Facebook and/or Google.

Make sure your agency has admin access to your client’s:

  • Facebook Page

  • Facebook Ad Account

  • or Google Ads Account

3 - Select the correct account you want to use to run your client’s ads.

4 - Click Save when you’re done.

Step 5: Start Running Ads

Once everything is saved, your client’s UpHex account will be ready.
You and your client can now run Facebook or Google ads directly through UpHex.

Need Help Getting Admin Access?

If you don’t know how to get admin or partner access to your client’s Facebook or Google accounts, check out our help article:
👉 How to Get Partner Access to Your Client’s Facebook or Google Accounts

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