Agencies and clients

Why clients matter

Every ad account and every license belongs to exactly one client. An ad is only checked against its own client's licenses, and only that client's Instagram accounts count as its own. Brand A's deal with a creator never covers Brand B's ad with the same creator.

Set up your clients

• When you connect Meta, Lapse lists your Business portfolios. Click Set up one client per portfolio to create a client for each and assign its ad accounts in one go.
• Or add clients by hand in Settings → Clients, and pick a client for each ad account on the Ad accounts page.
• For each client, mark its own Instagram accounts, so ads it runs from its own account aren't treated as creator ads.
• Add or import licenses while that client is selected. The CSV import adds rows to the selected client. A license ID already used by another client is skipped and listed, so give each client's licenses their own IDs.

Reports for clients

Switch between clients with the picker at the top of the dashboard. Client report gives you a printable page for one client, with an optional Prepared for line.