Client account connection

Connect client accounts
without their passwords

Invite your client with the Client role, and they connect their own accounts on each platform's official login screen. No passing around usernames and passwords, no waiting on two-factor codes.

Start for freeSee how to connect
Client account connection
AgencyInvite the client with the Client role

Invite User

Email Address

hello@cafe-moment.com

Role

Select a role
CancelSend Invite

The safest way to take on a client's accounts

Invite your client instead of asking for passwords. They connect, and disconnect, on their own.

No passwords handed over
Your client logs in and grants access on each platform's official login screen. Their password never reaches you or Posteady.
Two-factor stays on
Login alerts and verification codes go to your client's phone. No forwarding codes over chat, and no switching off security settings just to connect.
Clients see only their workspace
The Client role only sees the workspace it's invited to. Give each client its own workspace and other clients' accounts stay out of view, along with your team list, billing and credits.
Clean exits
When the engagement ends, your client disconnects their accounts from the Accounts page. No passwords to change, no shared logins to clean up.

You decide what your client can see

By default, clients can connect accounts and check results. Need them to do more? Switch on extra permissions when you invite them, or later from Change role.

Allowed by default

  • Connect and disconnect social accounts
  • View posts
  • View comments
  • View and download analytics

Allowed when you switch it on

  • Create, schedule, edit and delete posts
  • Write, edit and delete comments
  • View and send DMs
  • Personas and Content Studio

Never visible

  • Workspaces they weren't invited to
  • Team list, invites and role changes
  • Billing, subscription and credits
  • Changing or deleting workspace settings

Connect in 5 steps

You invite, and your client accepts and connects. Your client only needs steps 3 and 4.

  1. 1
    Agency

    Create a workspace for the client

    Give each client its own workspace. Clients only see the accounts and posts in the workspace they're invited to, so nothing gets mixed up between clients.

    WorkspacesAdd workspace

  2. 2
    Agency

    Invite them with the Client role

    Enter your client contact's email and choose Client as the role. Pick the invite email language, switch on any extra permissions, and send the invite.

    SettingsWorkspace UsersInvite User

  3. 3
    Client

    Accept the email invite

    Click "Accept the invitation" in the email, then sign up or log in with the invited email address. Google sign-in works too. Invite links are valid for 7 days, and the agency can resend one if it expires.

    Invite emailAccept the invitation

  4. 4
    Client

    Connect the accounts

    Open Accounts in the sidebar and click the button for the platform to connect. Log in on the official login screen that opens and allow access. That's it.

    AccountsConnect Instagram

  5. 5
    Agency

    Start managing right away

    Accounts your client connects show up in your view right away. Start scheduling, managing comments and tracking performance.

Inviting clients with the Client role is available from the PRO plan. Invited client contacts count toward your organization's user limit; add member seats if you need more.

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Posteady

FAQ

Still have questions? Feel free to reach out!

Contact Us

No. Your client joins your organization as a user, so they don't subscribe separately. Invited client contacts do count toward your plan's user limit.

The Client role only sees the workspace it's invited to. Give each client its own workspace and other clients' accounts, posts and analytics stay out of view. If several clients' accounts share one workspace, they can see each other's, so keep them separate. Your team list, billing and credits stay hidden either way.

Accepting the invite deletes the data in the workspace they were using (connected accounts, posts and drafts). They see what will be deleted before accepting, and any active subscription has to be canceled first. Inviting a different email address keeps their existing data, but each social account can be connected in only one place across Posteady, so an account they've already connected must be disconnected there before it can be connected to your workspace (its existing data is deleted along with it).

Once your client disconnects an account from the Accounts page, or revokes access in the platform's connected-apps settings, it can no longer be used for posting. You can also disconnect it yourself. Removing the client's user from the workspace doesn't disconnect their accounts, so disconnect them separately.