Client Access Links

Getting access to a client's accounts used to mean a chain of invites, screenshots and follow-up emails. We rebuilt the whole flow this week.

An access request can now name several teammates at once, and the client signs in a single time per platform to grant everyone. For Meta, access is assigned to your agency's Business Portfolio instead of an individual person. That removes the "link your Facebook account" blocker completely, and it means you can reassign access inside your team without ever asking the client again.

The checklist you send clients grew too. Beyond ad platforms, you can now request their website details, brand assets and anything else you need to get started, and clients can drop files straight onto the page.

The client-facing grant page also got a lot smoother. Each action now has its own progress state, so marking one item done no longer freezes the rest of the page.