Use Case

Secure Social Media Account Access for Managers

Collect client social logins, Meta Business IDs, and ad-account access through an end-to-end encrypted intake — not a DM or a spreadsheet. Onboard social media clients without ever holding a password in plaintext.

Onboard Social Clients Securely

The Problem

Clients DM you their passwords

Instagram and TikTok logins arrive in a chat thread or a text message, in plaintext, where they stay forever and a single compromised account exposes them all.

Onboarding drags because access is a mess

You need Meta Business, TikTok, LinkedIn, and scheduling-tool access before you can post. Collecting it piecemeal across channels delays the first campaign.

Non-technical clients don't know their Business IDs

Ask for a 'Meta Business Portfolio ID' and most clients have no idea where to look. Unstructured requests produce wrong or missing answers.

No record when a manager rotates off

When a client leaves or a team member changes, you can't prove which accounts had access or that credentials were handled properly.

How it works

1

Send one branded access request

A single intake asks which platforms you'll manage, the profile URLs and Business IDs, the scheduling tool — and, encrypted, any login credentials.

2

The client fills it in with guidance

Helper text points them to exactly where each ID lives. Sensitive logins are encrypted in their browser before they're ever sent.

3

You receive access, isolated per client

Each client's credentials live in their own project. You decrypt only what you need, and every access is timestamped.

4

Prefer delegated access? Capture that too

Where clients grant access through Meta Business Suite or a scheduling tool, the form collects the IDs you need to request it — no password required.

Benefits

  • —Social and ad-account logins encrypted end-to-end — never in a DM
  • —One structured request replaces scattered access chasing
  • —Helper text guides non-technical clients to the right IDs
  • —Each client's access isolated in its own project
  • —Full audit trail of every credential accessed
  • —No account required — the client just opens the link

Managing a client's social accounts means holding the keys to their brand. Most managers collect those keys in a DM.

A client hires you to run their social. To post, boost, and report you need Meta Business, the Instagram and TikTok accounts, maybe LinkedIn and YouTube, plus whatever scheduling tool they use. So you ask, and the login shows up in a WhatsApp message or a chat thread, in plaintext, next to the lunch plans.

That message doesn't expire. It's backed up. If that account is ever compromised, so is your client's entire brand presence. And when you're running ten clients, that's ten sets of platform keys scattered across ten chat histories. There's a cleaner, encrypted way to onboard.

What you'll collect

One access request covers the whole onboarding. Everything is encrypted end-to-end in the client's browser, and only the designated manager can decrypt it:

  • Brand / business name
  • Platforms to manage (Meta, TikTok, LinkedIn, YouTube, X)
  • Meta Business Portfolio ID
  • Instagram, LinkedIn, and YouTube profile URLs
  • TikTok handle or Business Center ID
  • Current scheduling tool (Metricool, Buffer, Hootsuite…)
  • Account login credentials, per platform
  • 2FA details and special instructions

Where a client prefers to delegate through Meta Business Suite instead of sharing a password, the Business IDs above are all you need to request access.

How the intake flow works

When a client signs: Create a project for them and send your standard social access request. It opens as a branded page carrying your name.

They hand over access — safely: Profile URLs, Business IDs, and the scheduling tool go in plainly. Any actual logins go in the encrypted field, protected on the client's device before sending, with helper text pointing them to exactly where each ID and setting lives.

You start posting: Open the submission in that client's project, decrypt what you need, and get to work. Every access is timestamped.

What your client experiences

A link, a guided form, a submit button. No account, no app, no hunting through settings without direction. For a client handing over the keys to their brand, seeing the form encrypt their login on their own device is usually what gets them over the line.

Isolation and the clean handoff

Client A's credentials stay in Client A's project, never mingled with Client B's, never sitting in a shared thread. When an engagement ends or a team member rotates off, the project's audit trail tells you exactly which accounts to rotate or hand back. That's how you manage ten brands without one leaked password becoming a crisis.

For the underlying practices, see our guides on collecting credentials safely from clients, asking clients for passwords securely, and secure alternatives to WhatsApp for sensitive information. Or explore Secure Requests and Access Controls.

Handle sensitive client information securely — from onboarding to handoff. Try any workspace free for 3 days — no credit card required.

Onboard Social Clients Securely