Send clients a scoped Meta access request and see what is still needed. Keep authorization and the delivery owner clear so the next piece of work can begin.
One request. A clear view of every access item.
Scope confirmed
Access requested
Jamie Lee
The access status and next task stay together.
Client Connections gives Pro and Agency accounts a guided way to request the Meta access needed for approved client work. The request and readiness status stay tied to the client workspace, so the team can track missing steps and continue onboarding when the required access is ready.
A generic instruction email creates another support thread. A scoped connection request gives the client a clear task and gives your team a visible starting line for the work.
Send one plain-language request for the scoped Meta access your approved work needs—without asking clients for passwords or broader permissions.
Show what is complete, what is waiting, and who owns the follow-up beside the client workspace. No digging through email to reconstruct the story.
When the required access is complete, assign the right owner, create the next task, or begin the approved onboarding sequence while the momentum is still there.
The access status and next task stay together. Here is a practical starting point for your setup.
Choose the Meta access and client details the approved delivery scope actually requires.
Give the client a guided request that explains the action without a long setup email.
Track what is complete, waiting, or needs a follow-up from the same workspace.
Assign the work or start the approved workflow as soon as the connection is ready.
Explore six tools to use alongside Client Connections.
Collect the scoped Meta access and client context a campaign needs before the first launch date slips.
Keep the request, the live status, and the next delivery action tied to the workspace that will run the work.
Replace scattered how-to instructions with one explicit, client-friendly action that is easy to finish.
See incomplete requests and follow up with context instead of rebuilding the client story from email or chat.
Keep access readiness beside the workspace where your team will manage ongoing client delivery.
Reuse a proven request for relevant client packages while keeping every client’s progress and delivery plan separate.
The client needs to connect the required Meta access. Start by following these steps: define the approved scope; send the guided request; track readiness and ownership. The access status and next task stay together.
Client Connections gives Pro and Agency accounts a structured way to send a guided Meta access request before client work begins. The status stays tied to the client workspace and the associated onboarding work.
No. Client Connections is designed around guided, scoped Meta access requests for approved client work. It does not ask clients to share passwords or broader permissions.
Client Connections currently focuses on guided Meta access requests. Confirm current support in the product before promising a particular platform, asset type, or client setup.
Use the connection status with the client’s onboarding checklist. Once the required items are complete, assign the next task or start the approved follow-up workflow.
Yes. Reuse a request for a relevant client package while preserving that client’s own progress, owner, and delivery context in their workspace.