Every access level your Digital Marketing Manager needs to do their job. 

Here we have a real quick guide to help you give access to  Google Analytics, Google Ads, Google My Business, & Facebook Ads Manager and more.

Why give access?

  1. Typically you’ll give access to a marketing partner, or employee.
  2. If you wanted to connect with an Analytics or Ranking Software to monitor performance

How to Grant Access to Google My Business

  1. Sign in to Google My Business.
  2. If you have multiple locations, open the location you’d like to manage.
  3. On the left, click Users.
  4. At the top right, click Invite new users Invite new users.
  5. Enter the name or email address of the user you’d like to add. (<insert gmail email>)
    Note: If you’re adding an agency to your location, you’ll need to add the agency’s location group ID here. (You may need to reach out to the agency and ask for this ID.)
  6. To select the user’s role, click Choose a role and thenselect Manager.
  7. Click Invite. Invitees will have the option to accept the invitation and immediately become users.

 

How to grant access To Google Ads

  1. Sign in to your Google Ads account.
  2. In the upper right corner of your account, click the tools icon , then under “Setup,” click Account access.
  3. Click the plus button  .
  4. Select an access level (Select Standard) for your invitee, then enter their email address.  (<insert gmail email>)
  5. Click Send invitation.
  6. After the person accepts your email invitation, you’ll receive a notification in your account.

Add users to Google Analytics

You can add as many users as you need. To add a new user to an account/property/view:

  1. Sign in to Google Analytics.
  2. Click Admin, and navigate to the desired account/property/view.
  3. In the Account, Property, or View column (depending upon whether you want to add users at the account, property, or view level), click User Management.
  4. In the Account users list, click +, then click Add new users.
  5. Enter the email address for the user’s Google Account. – <insert gmail email>
  6. Select Notify new users by email to send a message to the user.
  7. Select the permissions you want. (check all the boxes)
  8. Click Add.

BONUS: Add users to Google Search console

  1. Log into Google Search Console
  2. Select the correct property
  3. Settings (bottom left hand corner)
  4. Users and permissions
  5. Add user (enter gmail email)
  6. Permission (Full)
  7. Done

 

Add users to Facebook Ads Manager

To add someone to your ad account:

  1. Go to Ads Manager Settings. (click on the gear icon in the upper right-hand corner)
  2. Under Ad Account Roles, select Add People.
  3. Enter the name or email address of the person you want to give access to.
  4. Use the dropdown menu to choose their role and then click Confirm.

Once you’ve typed in your “friend’s” name and selected their profile, you’ll need to decide what level of access to give them.

  • Ad account analyst is basically read-only access. They’ll be able to see what is going on in your account, but they won’t be able to do anything in the account. This is great if someone is offering to conduct an audit of your account.
  • Ad account advertiser is probably the access level you’ll want to give people you want to help you run your campaigns. This will allow them to make changes to your campaigns, but they won’t be able to add or remove other users (like you), so it ensures that you stay in charge of your own account.
  • Ad account admin is the same level of authority and access that you have as the account owner. Unless someone really needs this level of access, this isn’t a level of access you should be regularly handing out.

To advertise for a Facebook Page and Instagram account in Ads Manager, you need to do the following:

 

Facebook Option 2: Or, if your client has a Business Manager Account, you need to do the Following

Here there are a few more steps involved because you’re dealing with both the Business Manager and Ads manager

Part 1:

Go here to set up the Business Manager Account

https://business.facebook.com/overview/

Follow the instructions to setup

Here are the instructions from Facebook if you get stuck.

https://www.facebook.com/business/help/1710077379203657?id=180505742745347

Part 2:

Once your business manager is setup. Then we need to add the Ad Account into Business Manager

https://www.facebook.com/business/help/910137316041095?id=420299598837059

Add an ad account in Business Manager

Steps to add an ad account in Business Manager:

  1. Go to Business Settings.
  2. Click Accounts and click Ad Accounts.
  3. Click + Add.
  4. Choose one of the 3 options: Add Ad AccountRequest Access to an Ad Account or Create a new ad account.
  5. If you choose to request access or add an ad account, enter the ad account ID. Learn where to find the account ID.
  6. Follow the prompts to select people and access levels.

Part 3: 

Assign yourself as the “manager of the account” – giving yourself access essentially.

  • Go to Business Settings.
  • Click Accounts and click Ad Accounts.
  • Click your account.
  • You’ll see “People” section
  • + Add People (and add yourself if you are not there)

Part 4:

Add me as a user. Go into Business settings.

https://www.facebook.com/business/help/1717412048538897?id=2190812977867143

Give a partner access to assets in your Business Manager

To add partners or agencies to your business:

  1. Go to Business Settings.
  2. Below Users, click Partners.
  3. Click + Add.
  4. Select Give a partner access to your assets.
  5. Enter the Partner Business ID you want to add and click Next.
  6. On this screen, you can add partners to multiple assets. Choose a type of asset in the first column. Select the assets you want to add your partner to in the second column. Assign a role for your partner in the third column. Repeat these steps until you’ve chosen roles for all of the assets you want to assign.
  7. Click Save Changes.