April 29, 2026

Are You Setting Up Client Access the Wrong Way?

Are You Setting Up Client Access the Wrong Way?
Apple Podcasts podcast player badge
Spotify podcast player badge
Audible podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconAudible podcast player icon

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.