Fix Client Authorization Issues
When a client starts but cannot complete the flow, isolate whether the issue is the request, the client account, or the external platform.
Check these first
- Is the request still active?
- Is the client signed into the correct platform account?
- Does the client have the permissions needed to grant access?
- Did the platform redirect or error out mid-flow?
Common outcomes
- Expired request: create or resend a valid request.
- Wrong platform account: ask the client to restart with the correct admin login.
- Permission gap: the client must involve the correct owner or admin.
- Third-party platform error: retry once, then escalate with context and screenshots if the issue persists.
What to capture before escalating
- Request ID or link context.
- Platform name.
- Exact step where the client got blocked.
- Whether the issue is repeatable.