Getting access to client accounts shouldn't take a week of back-and-forth emails. But that's how it goes for most agencies.
You send instructions. The client follows the wrong steps. You record a Loom. They watch half of it. You schedule a call. They reschedule. Meanwhile, you can't start the work they're paying you for.
We built Client Access Sharing to fix this problem. And we just made it even better.
What We Changed
We simplified how agencies create access requests. Now you select the platforms you need access to, enter your email, and send the request. That's it.
Your client gets clear, step-by-step instructions in their portal. Not generic instructions. The exact steps for their specific platform. They follow them, click verify, and you get notified instantly.
No more guessing if they did it right. No more "just checking in" emails. The system confirms it worked, and you move on.
New Password Manager
Some clients don't want to grant platform access. They'd rather just share login credentials.
That usually means passwords end up in Slack messages, email threads, or random Google Docs. Six months later, when you need to log in, you're digging through old conversations trying to find it.
We added a secure password manager built into each client record. Your clients can store login credentials directly in their portal. You access them as needed. Everything encrypted. Everything organized.
No more "hey, what's the password again?" messages. No more storing credentials in plain text. Just open the client record and log in.
Why This Matters
Access delays kill momentum. You sign a client, they're excited, and they want to see results. But you're stuck waiting for admin permissions instead of doing actual work.
With these updates, access setup happens the same day. Often within the hour. Your client gets the request, follows the steps, done. You start work immediately.
The client sees you moving fast. You avoid the awkward onboarding dance. Everyone wins.
Try It
Next time you onboard a client, use Client Access Sharing. Select your platforms, send the request, and watch how much faster it goes.
If your client prefers to share credentials instead, use the password manager. Either way, you're working sooner and emailing less.
That's the whole point.