oh, the anxiety of that first account setup-I know it too well. It's like standing at the edge of a pristine white room, knowing one wrong step leaves a smudge you can never scrub out.
from what I've gathered from a colleague who jumped in early, the golden rule is to resist the urge to just "figure it out later." Every single permission, every billing detail, every client access level-they're all brittle glass. Once you crack them, you can't melt them back.
For an agency specifically, you'll want to create a master account under your own brand's email, then invite each client as a separate "business" within that ecosystem. That way, ad spend stays siloed and reporting doesn't bleed into a messy rainbow. also, name everything with absurdly specific clarity upfront. Future you will thank you when you're not squinting at a list of "Campaign A (2)" and wondering who the hell that belongs to.
Start small. One test client. See how the dashboard handles their assets. Then scale. Trust that instinct-you're right not to want to backtrack.
