Let clients connect their own social accounts

There are two good ways to get a client's social accounts into your workspace, and neither involves anyone's password. The usual best route is being granted a role on the client's Pages, so their accounts simply appear when you connect with your own logins. For everything else, Pallyy's client invites let the client connect their accounts themselves through a link.

How to connect a client's accounts

Start with roles, fall back to invite links, and the whole roster ends up connected without a single shared login.

1. Ask the client to grant your accounts a role

On the networks that support roles, the client gives your accounts access once and you're set. Your Facebook profile gets access to their Facebook Page (which covers a linked Instagram professional account too), your LinkedIn account becomes an admin on their LinkedIn Page, and your Google account becomes a manager on their Google Business Profile.

2. Open the client's set and connect with your own logins

In Settings > Social Sets, open the client's set and connect each network with your own login. Because the client granted you a role, your login is all you need.

3. Pick the client's accounts from the list

Pallyy shows every Page, profile, or location your login can reach, so anything you've been granted access to appears alongside your own. Pick the client's and you're connected.

4. Send an invite link for the rest

For networks without role sharing, like TikTok, X, Threads, and Bluesky, click Invite your clients to connect and turn on Enable social set sharing. Then send the client the invite link.

5. Have the client authorize their accounts

Your client opens the link, logs into those networks themselves, and authorizes the accounts. They land straight in your set, no passwords shared along the way.

Ask for a role first

A role on the client's Page is the smoothest access you can get, because after the one-time grant, everything behaves like your own account. You connect with your own login, their Page shows up in your list, and reconnections are yours to do without chasing anyone. It survives client holidays, staff changes on their side, and forgotten passwords, which is why agencies default to it:

• Facebook and Instagram: the client gives your Facebook profile access to their Facebook Page in Meta Business Suite, and a linked Instagram professional account comes with it.
• LinkedIn: the client adds you as an admin of their LinkedIn Page from the Page's admin tools.
• Google Business Profile: the client adds your Google account as a manager of their Business Profile.

Use invite links for the rest

Invite links cover the networks that have no role system, and the clients who'd rather click one link than change Page settings. You send the link, the client logs into each network themselves and authorizes it, and the accounts land in your social set. Their passwords never pass through you, or through Pallyy for that matter. The links expire after 7 days on purpose, and a fresh one takes seconds to generate.

Keep track of who connected what

Accounts your client connected through an invite carry an Added by client label in the social set, so you always know which connections came in which way. When one of those needs renewing, the label switches to Client must refresh: send a fresh invite link and the client reauthorizes in about a minute. Accounts you connected through your own role-based access, you refresh yourself, no client involved.

Frequently asked questions

Which networks support role-based access?

Facebook Pages, Instagram professional accounts linked to those Pages, LinkedIn Pages, and Google Business Profiles all support the client granting your account a role. TikTok, X, Threads, and Bluesky connect with the account's own login, which is what client invite links are for.

Do I ever need my client's passwords?

No. Role-based access means you connect with your own logins, and invite links mean the client authorizes their accounts themselves. In neither case does a password change hands, through you or through Pallyy.

Who fixes a connection that stops working?

Whoever's login made it. Connections from your role-based access are yours to refresh in one click, while accounts showing Client must refresh need the client to reauthorize through a fresh invite link.

How does a client give me access to their Facebook Page?

In Meta Business Suite, your client opens their Page settings, chooses Page access, and adds your Facebook profile with the access level they want. Once granted, their Page and any linked Instagram professional account appear when you connect with your own Facebook login in Pallyy.