How to Explain a Client Access Request Without Sounding Like IT
Clients freeze on Business ID, MCC, and “partner request.” Here is the plain-language email that names the platforms, the role, and what they will click.
Updated October 10, 2026
The access email fails when it starts with “please add our BM ID as a partner in Business Settings.” That is true and unreadable.
What the client needs to hear
- Which platforms (Facebook/Instagram ads, Google Ads, GA4 — not “the stack”).
- What you will do there (run campaigns, not pay invoices — unless you will).
- What they will click (a Facebook login, a Google user invite).
- That you are not asking for their password.
A script you can paste
Subject: Access we need to start [campaign / month]
Hi [Name] —
To launch on the accounts we scoped, we need you to grant our agency access — not share a password.
- Meta Ads: Advertiser on the ad account (not billing Admin)
- Google Ads: Standard access on the account we will run
- GA4: Analyst or Editor on the property in the SOW
[One link / three bullets with official steps]
You stay the owner. When the work ends, you revoke us. If a role name on screen does not match this email, stop and ask — do not guess Admin.
Thanks, [You]
If they freeze on the screen
Send the matching platform guide or the access-level tool. Do not jump on a screenshare to type their password for them.
The longer template set is in the social access-request post. This page is the explanation layer: why the invite exists, in language a marketing manager can forward to a founder.
Frequently asked questions
Should I ask the client for their password?
- No. Use official partner or user invites. A shared login breaks 2FA, policy, and offboarding.
How much Meta jargon should the email include?
- Name the product they recognize (Facebook/Instagram ads, Google Ads) and the role in one sentence. Put Business ID or MCC in a labeled step, not the first paragraph.
Can I send one link instead of a novel?
- Yes. AuthHub sends one branded link that walks official OAuth. The email still needs to say which platforms and why, or the client will forward it unread.
What if they still send a password?
- Do not use it. Reply with the invite path and the reason: their account stays theirs; you get a grant you can revoke.