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Create Your First Request

Your first milestone is simple: create one live request for one real client.

What to prepare​

  • The client name you want to onboard first.
  • The platforms you need access to.
  • The access level the client should approve.

Fastest setup path​

  1. Sign in and open the dashboard.
  2. Choose New access request.
  3. Select the client.
  4. Pick the platforms and permissions you need.
  5. Generate the request link.

Keep the first request narrow​

Do not try to configure every agency detail before sending the first request.

  • Start with the platforms blocking current work.
  • Use the default branding if you have not finished customizing it.
  • Focus on shipping one clean request, then refine the workflow after activation.

What good looks like​

  • The request is live.
  • You have a secure link ready to send.
  • The client can complete authorization without extra instructions from your team.

Next step​

Once the request exists, move to Send your link.