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Agency operations

Client access to a social media scheduler

Giving a client some visibility into their own social media account — without handing over full control or a shared login — depends on having real access levels: a client can review and approve without being able to publish, change settings, or see other clients’ accounts.

By Angelina F. · Updated · 5 min read

Give a client access to a scheduler through roles, not a shared login: a member role limited to their own workspace, or a guest approval link that shows only the posts waiting for them. In SkedCast, access is set per client, platform or channel, and guest links need no account.

Key takeaways

  • A client should get a scoped role — review and approve, not full publish access.
  • A guest approval link avoids the need for a full client seat at all.
  • Client-level access should never expose another client’s accounts.

Client access to social media scheduler: what a client seat should and should not allow

A client reviewing their own content typically needs to see drafts and approve or request changes — not publish directly, change account settings, or manage billing. A real permissions system separates these, rather than an all-or-nothing login.

For most clients, a guest approval link is enough: they review and approve a post without needing a seat, a password, or an account of any kind.

Never let client access cross accounts

Whatever access a client gets should be scoped strictly to their own accounts — a genuine workspace-isolation requirement, not just hiding other clients from a menu.

client accessrolesagency operations

FAQ

Should a client get full login access to their social accounts in my tool?
Usually not necessary. A scoped review-and-approve role, or a guest approval link, covers most client needs without full account access.
What is a guest approval link?
A link a client uses to review and approve or reject a post without creating an account or being given a login at all.
Can a client accidentally see another client’s accounts?
They should not be able to, if client workspaces are genuinely isolated rather than just visually separated in a list.
Can clients approve posts without an account?
Yes. SkedCast's guest approval links let a client approve or ask for changes without logging in, from the Studio plan up.
Is there an approval step on every plan?
Yes. One internal approval step works on every SkedCast plan; multi-stage chains and guest links come with Studio and above.

Ready to broadcast everywhere?

Sign up free — no credit card. You land on the Free plan, and you can start a one-time 7-day Studio trial from your workspace whenever you are ready. Connect your first accounts, import a batch, and watch one post fan out across every platform.