What your client sees when they open the link

Your client sees one box on one page, with your logo and name at the top, what you asked for and where the access goes. For Meta and for Google they go through three steps, Connect, Select accounts and Connected, and only the platform's own sign-in takes them off the page. When they choose Finish, their sign-in is removed and the box lists what you now have.

The top of the box

• Who asks, for what. For example "Northlight Digital would like access to your Meta and Google accounts", with your logo, or your initials if you have none.
• Access goes to. Your Business Manager's name and ID, your manager account's name and customer ID, and the Google user's address for Analytics and Tag Manager, as far as the link needs them. What you typed for another platform (an access email, the person at LinkedIn, the person for App Store Connect) is there too, beside that platform's mark and with "Given by" and your agency's name: it is your word, and nothing has checked it.
• Full control. If you asked for the top level on something, the box marks it Full control and tells the client that it lets you change who else has access.

The three steps

1. Connect. For Meta: Continue with Facebook, with the line "Sign in with the Facebook profile that manages your business." For Google there is a row for Google Ads and a row for Analytics and Tag Manager (called Google Analytics or Google Tag Manager when the link asks for only one of the two), as far as the link asks for them, each with Sign in with Google, because Google asks for each one separately.
2. Select accounts. The box says You are signed in as and the name, with Change account. If the person has more than one Business Manager, a Business list comes first. Then one list per thing you asked for, with their own accounts by name and ID. Anything that cannot be shared is grayed out with the reason, and a card under the list says what to do. The client chooses Confirm access.
3. Connected. One row per account: Access given, One step left, Waiting or Not given. A Meta ad account and a Meta pixel are given on Meta's own screen: for the ad account because Meta has closed this kind of sharing to new apps, and for the pixel because Meta's documentation is not clear about doing it through an app. A panel walks the client through it in Meta's own words, with your business ID and the account's ID each with a copy button. Open Meta Business Settings opens Meta's settings for the client's business portfolio, beside the box when the screen has room for it and in a new tab otherwise; when the client has already shared a Facebook Page with you in the same link, the steps can start at your agency in Meta's list of partners. While the panel is open the box reads Meta every few seconds and moves on by itself once the access is there; Check again reads at once. For the ad account, the access counts only at the level you asked for or higher: if the client switches on View performance where you asked for Manage campaigns, the step stays open. A client who closes the box and finishes in Meta later is picked up by Adcato from your side, and your client's box on Clients updates.

What is given on the platform's own screen

For the rows marked Guided under Google in Create link (a Search Console property, a Google Business Profile, a Merchant Center account, a YouTube channel, a Play Console account), nobody signs in through the link. If the link asks only for these, the three steps are called Get ready, Give access and Done:

1. Get ready. One line says who the client has to be on each platform, for example "You need to be an owner of the property in Search Console." Some ask one optional question, such as Which property?, so you can see which account it was. The client chooses Start, or copies the link for whoever manages the account.
2. Give access. One platform at a time: numbered steps in the platform's own words, your Google user with a copy button, and a button such as Open Search Console that opens the platform's own address beside the box. When the client has done it, they choose I've done this. Under the steps, If something looks different, I can't do this and These steps don't match what I see are there for when the screen does not match.
3. Done. Each row says Waiting, with who it waits for: "You said this is done." and that you confirm it, or "You sent the invitation." and that you have to accept it.

If the link also asks for Google Ads, Analytics or Tag Manager, the client signs in to Google as usual, and Select accounts names the guided ones in one line. They get their steps after Confirm access.

A platform you added with Add a platform has a section of its own, with the same three steps: LinkedIn, Microsoft, Klaviyo or Apple. The steps carry what you typed in Create link as text with a copy button: the address to invite, or the name to search for on LinkedIn with the profile to compare it with. Nothing you typed is ever a link. Where the platform's own help gives an address for its screen, the button opens it (Open LinkedIn, Open Microsoft Advertising, Open App Store Connect); Klaviyo's steps name the menu instead, and have no such button.

The box never says you have access to these until you have confirmed it on the client's page; see follow a client's progress. In a Norwegian box these steps are in English for now, with a line saying so.

At the end the client chooses Finish. The box says that you now have access, lists anything Still waiting, says their sign-in was removed, and offers Share more accounts while the link still waits for something.

Once everything you asked for is given, the link is finished. Anyone who opens it afterwards in a new browser reads This request is complete: everything asked for through the link has been given, and to share more they ask you for a new link. A browser that was already working on the link keeps its box.

English and Norwegian

The box opens in the link's language. At the bottom the client can switch between English and Norsk at any time.

Inside Instagram, Messenger or LinkedIn

A link tapped in another app can open in that app's own browser, where Google does not allow its sign-in. The box then shows a notice at the top, for example "This page is open inside Instagram", tells the client to open the page in Safari (on an iPhone) or Chrome (on Android), and gives the link with a copy button. The Google buttons are switched off with the reason beside them. Facebook's sign-in works inside the app, so a client can do Meta there and Google in the browser; both count on the same link. A link for Meta only shows no notice.

When the client leaves halfway

• What is given stays given. Access already given is recorded on the link, whatever happens to the client's session.
• Back in the same browser within 24 hours of their last step, the client continues where they left off. A session nobody touches for 24 hours ends, and the client then starts from the top of the link.
• After 30 minutes the client's sign-in ends, and the box asks them to sign in again: "Your sign-in has ended. Sign in again to continue."
• In another browser or on another device, the client starts from the top of the link.
• You hear about it. If a started link has not seen the client for 24 hours, you get one mail saying the client is stuck or has not finished, if your mail about clients is on; see follow a client's progress.

A link can be started 50 times. After that the client reads "This link has been started too many times" and is asked to get a new link from you.

The bottom of the box

The footer has the language switch, Report this request, and the service's name once. A report goes to the service, not to you; see when a link was reported or turned off.

If it did not work

Ask your client what the box says, and look it up in troubleshooting.