How to Use EZ Connect to Access Client Accounts in UpHex
EZ Connect makes it easy for agencies to get the Facebook and Google access they need — even when the client connected their accounts through GoHighLevel (GHL).
It removes the confusing back-and-forth and gives you a clean, guided way to request the right permissions.
This article explains:
What EZ Connect is
When to use it
What the agency must do
What the client must do
How to request and activate access for Facebook + Google
⭐ What Is EZ Connect?
EZ Connect is a tool inside UpHex that lets agencies request access to a client’s:
Facebook Page
Facebook Ad Account
Google Ads Account
…directly from the UpHex dashboard.
This is helpful because clients often connect to UpHex through GHL, which lets them run ads but does not give the agency the permissions needed for:
Checking account quality
Installing or editing pixels
Reviewing billing or payment issues
Troubleshooting inside Facebook or Google
EZ Connect solves that by sending simple access requests — no more digging through Business Manager menus or guessing what to click.
🧩 Understanding Roles: Agency vs. Client
Client’s Role
The client only needs to:
Connect their Facebook/Google accounts to UpHex
Approve the access request (one click through email or deep link)
That’s it.
Once they approve, you handle the rest.
Agency’s Role
As the agency, you will:
Request access using EZ Connect
Accept the access once approved
Assign the appropriate people inside your Business Manager
Manage and optimize the account moving forward
EZ Connect gives you the permissions needed to do your job — without constantly asking the client to hunt down settings they don’t understand.
🚀 How to Use EZ Connect
You can use EZ Connect even if the client connected themselves through GHL.
The process happens inside the UpHex dashboard.
Step 1: Go to the Client’s Integrations Tab
Open the client inside your UpHex Dashboard
Click Integrations
You’ll now see:
Their connected Facebook Page
Their Facebook Ad Account
Their Google Ad Account
Each asset has a small arrow icon — this is the EZ Connect button.
Step 2: Request Access
🔵 Request Access to Google Ads
Click the arrow next to the Google Ads account.
UpHex sends a request to Google automatically.
Google emails the agency owner.
Click the link in the email → access granted.
If you already have access, UpHex will tell you.
🔵 Request Access to the Facebook Page (Automatic)
Clicking the arrow next to the Facebook Page:
Automatically grants your agency Partner Access
No approval needed
No waiting
You now have Page access immediately.
🔵 Request Access to the Facebook Ad Account
Facebook requires extra steps, so UpHex gives you a guided workflow.
When you click the arrow next to the ad account:
UpHex gives you the client’s Ad Account ID
UpHex gives you a button to open your Agency Business Manager
Inside Business Manager:
Click Add
Choose Request Access to an Ad Account
Enter the Ad Account ID
Choose Full Control
Click Confirm
Facebook now sends your client a request.
Step 3: Help the Client Approve the Request
Facebook emails the client — but clients often ignore or miss these emails.
So UpHex also gives you a deep link.
Copy the approval link UpHex provides
Send it to your client via text, email, or messenger
They click → they see the request → they click Approve
Done.
Step 4: Assign People in Your Business Manager (Important!)
This is a Facebook quirk.
Even after assets appear in your Business Manager, Facebook requires you to manually assign people before anyone can actually access the assets.
Do this for both the Page and the Ad Account:
Go to Business Settings (business.facebook.com/settings)
Select the Page or Ad Account
Click Assign People
Choose your team members
Turn on Full Control
Click Assign
Now your team can work normally.
🎉 You’re Fully Connected!
After the client approves and you assign your team, you can:
Review account quality
Create pixels
Manage billing problems
Etc.
EZ Connect removes confusion and keeps everything clean and organized for both you and your clients.