So you’ve landed a new agency to help take your marketing and digital presence to the next level. Congrats! *happy dance*
Before you can get started collaborating on tasks, you’ll need to get your new partner ramped up with some key agency onboarding tasks – that includes giving access to your social, web, and ad accounts. While this may feel like a lot of work upfront, I PROMISE it’s way better to give access to everything now than to realize 1 day before launching a Facebook campaign that your agency doesn’t have the permissions they need. Ain’t nobody got time for that.
Before we dive in, I’d like to make a disclaimer that this is by NO MEANS a complete list. With so many platforms available, this list could go on forever. These are just some of the most common ones your agency will need access to.
So without further ado, let’s get into it.
We start with GA because your agency will likely use this data to get familiar with your audience — who is browsing the site, where they’re coming from, what they’re looking at, etc. Your agency will also be using this heavily to report on ad performance post-launch.
To give access:
- Log in and go to Admin settings.
- Here you’ll see options for the 3 levels of GA (Accounts, Properties, & Views). You’ll likely want to give your agency access at the highest account level. So, under ‘Account’select ‘Account User Management’.
- Click the plus sign