Start with Meta.
Guide clients through sharing supported Meta business assets. Bring the request into their onboarding flow so account setup becomes part of a clear beginning.
Meta business · Select assets to share
✓360Onboard / ProductLess chasing access.
Less chasing access.
More getting started.
Ask for the accounts you need in the same place you collect everything else. Clients get a clear path to share access, and your team gets a record of what’s ready.
Platform access
Get access.
Get to the good part.
Bring account access into onboarding. Clients can connect supported accounts or follow a clear guide, while you keep track of what’s shared.
See access in the demoMeta accounts in the 360Onboard workflow, shown with sample client details.
Google accounts in the 360Onboard workflow, shown with sample client details.
More platforms in the 360Onboard workflow, shown with sample client details.
Inside platform access.Every detail.
Every detail.
A more thoughtful experience.
Get specific about Google access.
Request the supported Google products you need, including Analytics, Ads, Tag Manager, Merchant Center, and Business Profile. Keep the selected account names and IDs in the response.
Google Analytics · Selected property
✓Give every other platform a clear path.
Use guided steps for platforms such as Shopify, WordPress, Squarespace, GoDaddy, Klaviyo, and Mailchimp. Instructions explain what the client supplies and what the agency does afterward.
Shopify · Store URL + collaborator code
✓Know what was actually shared.
Review account details alongside the client’s other onboarding answers. Distinguish details supplied from access approved, so nobody mistakes an unfinished handoff for a connected account.
Details shared · Agency action required
✓Keep access requests in the flow.
Place account access after a questionnaire, agreement, or tutorial. Clients follow one sequence and your team can see where the remaining work sits.
Agreement signed → Account access
✓Choose the connections that fit.
Browse the integration directory to see which providers support an account connection and which use guided access. Each platform has its own permissions and approval steps.
Account connections + guided access
✓Good questions.A little more
A little more
clarity.
Does every platform connect in one click?+
No. Some supported accounts use an account connection; others use guided steps. The directory labels the connection type so expectations stay clear.
Do clients need to send their passwords?+
Supported account-sharing flows use permissions or the platform’s access-sharing process. Ask for the specific access your team needs rather than collecting a password in a normal questionnaire.
Can I see the available platforms?+
Yes. The integration directory lists the supported client-access platforms, with their logos, connection type, and website links.
