Step by step
An agency account can use the supported client-access workflow from Clients. Access must be accepted and granted through the platform; knowing a client's email is not authorization.
Check the client-context indicator before opening projects, editing settings or publishing. Then confirm the active project within that client's account.
Only use the actions permitted by the delegated access. Do not request the client's account password or assume that access to content includes every account-management action.
Leave client context before returning to your agency's own work. If the account or project appears wrong, stop the operation and correct the context before generating or sending content.