EPISODE · Apr 29, 2026 · 4 MIN
Are You Setting Up Client Access the Wrong Way?
from The Pubcast with Jon Loomer
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?
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