Channel Permission and Account Access Audit (Onboarding)

Channel Permission and Account Access Audit (Onboarding)

1. 01

   Inventory every client-owned social account and record who holds admin rights

   List each channel handle, the login owner (client, agency, or former vendor), and whether the agency has admin or editor access. Flag any account where the client is the sole admin, since that blocks publishing on day one.

2. 02

   Map publishing permissions per channel against the scheduler's supported network list

   A tool covering 10 networks may still lack the specific profile type the client uses, such as a Google Business Profile location or a Pinterest business account. Confirm each channel is actually publishable before committing to a stack.

3. 03

   Confirm two-factor and recovery details sit with the client, not the agency

   Agencies that hold recovery email or phone numbers become a single point of failure and a liability if the relationship ends. Document the handover of recovery credentials in writing.

4. 04

   Test one live post per channel before the first scheduled batch

   Publish a low-stakes post to each connected account and verify image dimensions render correctly. A 1080x1080 px square remains the safest cross-platform feed format as of October 2026.

5. 05

   Set the approval chain and name the signer for each client

   Record who reviews drafts, the turnaround window, and the escalation contact. Approval complexity is the main reason a scheduler is the wrong fit and a broader platform is required.

6. 06

   Log the access matrix in the client file and set a quarterly re-check

   Terms and permissions shift: 105 of 175 AI tools changed monetization-relevant terms between June and October 2026, so access assumptions age quickly. Schedule a review each quarter.