How to Set Up Clients in UpHex Without Using GoHighLevel

Updated 2 min read

On this page
  1. Step 1: Open Agency Settings
  2. Step 2: Connect Your Agency Accounts
  3. Step 3: Create a Client Account
  4. Step 4: Connect Client Ad Accounts
  5. Step 5: Start Running Ads
  6. Need Help Getting Admin Access?

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 Agency Settings

  1. Log in to your UpHex account.

  2. Navigate to your agency Settings page (look for the gear icon or Settings link in the bottom area of the sidebar).

  3. Click the Integrations tab at the top of the Settings page.

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 permissions in Facebook or you will not 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 Accounts page by clicking the Dashboard icon in the sidebar (house icon).

2 - Click the Create Clients button in the top-right corner.

3 - Enter your client's business name (search via Google My Business or type it manually) and proceed to the next step.

Step 4: Connect Client Ad Accounts

After creating your client, you will be guided through the Setup Wizard which includes connecting their ad accounts.

Alternatively, you can connect accounts at any time by opening the client's page and clicking the Integrations tab.

1 - In the Integrations tab, 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

2 - Select the correct account you want to use to run your client's ads.

3 - 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.

From the client's dashboard, click Launch new campaign to get started.

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