Improve the UI/UX During Client Setup#2998

I wanted to share some feedback on the Client setup flow based on my experience.

The current wording and setup process could be confusing for new users. When inviting a Client, there is no clear checkbox for “Read-only access” or “Approve posts” like there is for the other permissions.

Instead, users need to understand that:

Leaving both permission checkboxes unchecked creates read-only access.
The “Should approve posts” option only appears later after assigning social accounts.

This is not immediately obvious during onboarding. Most users will naturally expect all available permissions to be controlled through checkboxes, similar to the other options.

A better approach would be to add a dedicated checkbox for “Read-only access” and a dedicated checkbox for “Approve posts” alongside the existing permission options. This would make the setup more intuitive, reduce confusion, and prevent users from needing to search the documentation to understand how Client permissions work.