How to create your first client

Create a client with a connected Meta or Google account, appropriate assignees, and the right AI authorization.

7 minutes read

Updated Jul 15, 2026

Reviewed Jul 15, 2026

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Before you begin

At least one Meta Ads or Google Ads account already connected to the Workspace.
Confirm the Workspace and the ad account that belongs to the client.

Expected result

Your first client will be created in the correct Workspace with at least one linked ad account, assigned team members, and a deliberately chosen AI mode.

Before you start

The current client form requires an already connected Meta Ads or Google Ads account. If no account is available, connect the provider first.

Requirements

A company name between 3 and 100 characters.
At least one Meta Ads or Google Ads account from the Workspace.
An active subscription and room within the plan's client limit.
A report password with at least 6 characters if you choose to use one.

Permissions

Owners, Admins, and Members can create clients. Viewers cannot.

Steps

Confirm the active Workspace.
Open Clients and select New Client.
Enter the Company Name.
Optionally enter the contact's first name.
Under Ad Account Linking, select at least one Meta Ads or Google Ads account.
Under Assignees, choose the people responsible for the client.
Under Authorize AI actions, choose Do not authorize, Recommend only, or Authorize edits.
If public reports need protection, enter a valid password under Report access password.
Review the details and select Create Client.

Empty New Client dialog with basic fields and Meta Ads and Google Ads selectors. — Enter the client details and link only the accounts that belong to that client. In Clients, open New Client, enter the basic details, and choose the correct accounts before saving.

Validation

The client should appear in the list. Open or review its card and confirm the linked ad account, assignees, and AI mode. Complete this check before creating campaigns or resources.

Troubleshooting

If Create Client remains blocked, check the name and select at least one account.
If the account is missing, review Integrations and the active Workspace.
If a subscription or plan limit blocks creation, resolve that state before trying again.
If the client is created but its account or assignees are not shown as expected, refresh the list and review the client before creating another one.

Limits and safeguards

Do not use another client's ad account just to complete the form. Authorize edits allows AI actions in the provider when applicable flows run. Choose Recommend only when the team must approve changes manually.

How to connect Meta safely.
How to connect Google safely.
Roles, permissions, and team access.

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