Ownership
The client owns the account. The agency has roles.
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How agencies can prevent client account lockouts.
Not every lockout can be avoided, but most of the damage can. This is the checklist to run at onboarding and once a quarter.
To reduce client account lockouts, agencies should make sure the client owns every account, add a second admin, use an authenticator app instead of text messages, store backup codes safely, use a recovery email the client controls and keep a record of roles. These steps cannot prevent every platform decision.
Two of everything
Two admins, two ways to prove identity.
Check regularly
Run it at onboarding and every quarter.
Last updated: November 2026
The checklist
- The client business owns the business portfolio, Pages and ad accounts.
- There are at least two full admins from the client side or trusted agency staff.
- Two-factor authentication uses an authenticator app.
- Backup codes are saved in a safe place, not in the same email.
- The recovery email is on the client’s own domain and the client controls it.
- The phone number on the account is current.
- Old collaborators and old agencies are removed.
- Payment methods and business verification are up to date.
- Account Quality is checked on a schedule.
- Notice screenshots are kept, with dates.
Why each one matters
| Item | What it prevents |
|---|---|
| Client ownership | Disputes and delays if the agency relationship ends |
| Second admin | A single lost login ending access |
| Authenticator app | Lost access when a phone number changes or is hijacked |
| Recovery email on own domain | Dependence on a free mailbox no one remembers |
| Removing old collaborators | Unwanted access and confusion |
What the checklist cannot do
It does not stop the platform from disabling an account after an automated decision. It reduces the chance that a simple lost login becomes a crisis, and it gives you a complete record if an appeal is needed.
Putting it into onboarding
Add the checklist to the first week with a new client. It also shows professional care. See the partner onboarding checklist for the agency side.
Quarterly review
Once a quarter, open each client’s accounts, check the roles, confirm the recovery email works and update the record.
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QUICK ANSWERS
Good to know.
Can lockouts be prevented completely?
No. The platform may still make decisions on its own. The checklist reduces the risk and the damage.
Why use an authenticator app?
Text messages can be lost when a number changes or is hijacked. An authenticator app is more reliable.
Who should own the accounts?
The client business, with the agency holding roles.
How often should I review?
At onboarding and once a quarter.
Where do I store backup codes?
In a password manager or a safe place that is separate from the account’s email.