Are You Setting Up Client Access the Wrong Way?

Today's question is about the recommended structure and access levels between a client and agency when onboarding. Setting this up incorrectly can lead to serious problems, including getting accounts banned. Jon explains why the client should own all of their own assets and add your agency as a partner rather than a person, what access levels to grant for each asset, and why sharing login credentials or creating assets under the agency's business manager leads to problems when the relationship eventually ends. Want your question to be answered on a future episode? Go to JonLoomer.com/Question and record your question today.

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Are You Setting Up Client Access the Wrong Way? is an episode from Social Media Pubcast by Jon Loomer by Jon Loomer.

This episode is 04:05 long.

This episode was published on Apr 29, 2026.

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