Access

Learn how to give us access to your marketing tools and best practices to protect your company.

If we’re gearing up to start work for you, it’s time to give us access to your marketing tools. Below you’ll find a list of the tools we may need to access and product-specific instructions for providing third-party access. 

Your security is important to us, so we’ve included a short guide about best practice access control.

Best Practice Access Control

Hold your horses! Before you start granting access to all of your marketing tools, let’s ensure security best practice is followed to protect your company. There are a couple of ways we can access your tools, our preference is to be added as a user, however, in some cases you may need to share your account with us.

  • Add us as a new user (e.g. Google Analytics, Facebook, WordPress)
  • Share your user access (usually pay per user accounts e.g. SEMrush)

Add us as a new user

Our preference is to be added to your tools as a new user with the required level of access to complete our tasks. This is the best way to add a partner because you remain in control of the user access and can retract access if required.

Adding us as a new user varies by tool. In some cases you can add us using an email account, in other cases you will need a reference code. As this varies between tools, we have provided specific instructions for each tool below.

Share your user access

If you need to share your individual user access with us for any reason do not email us your username or password. 

There are two options for sharing your credentials with us:

  1. LastPass: If you have a premium account share access or a folder with us.
  2. Telephone: share access details with us over the phone, we will enter into Lastpass.

No account? Stay In Control.

You must stay in control of all of your advertising and analytics accounts. If we, or any other partner, request access to an account which has not been created it is essential for you to create the account. As the account owner, you retain the highest level of ownership and control, reducing the risk of access restrictions or intellectual property complications in the future.

Once you have created the new account you can grant us access using the processes outlined above.

Setting Changes & Trouble Shooting

We do our best to keep our list of instructions up-to-date, but the tools we work with are always changing. If the instructions do not work, or you run into problems call us and we can walk you through the process.

Google Analytics

Google Analytics Access

Add us as a Google Analytics user to allow us to analyse your marketing performance. There are a few different settings to be aware of when adding us as a user. At a platform level, there are three access levels:

  1. Account access
  2. Property access
  3. View access. 

Typically, we are granted account access so we can explore multiple properties and views. 

At a user permission level there are three options:

  1. Read & analyse
  2. Collaborate
  3. Edit

Typically, we are given edit access to allow us to add goals and create filters and views.

Follow the steps below to add us as an analytics user.

  1. Sign in to Google Analytics and check you are in the correct account (top right of dashboard)
  2. Click Admin (bottom left) and ensure you are in the ‘Admin‘ tab
  3. Select User Account Management in either account, property or view (there may be multiple options for property and views)
  4. In the Account Permission page, click ***+***, then add users
  5. Enter our email address: [email protected]
  6. Ensure the ‘Notify new users by email’ box is checked
  7. Set the required permissions (edit is is usually required)
  8. Click Add

Still unsure? Get further instructions here.

Google Tag Manager

Google Tag Manager Access

Add us as a Google Tag Manager user to allow us to edit and publish tags on the fly. There are a few different settings to be aware of when adding us as a user. At a platform level, there are two options for adding us as a user:

  1. Accounts
  2. Container

Typically, we are granted access at an account level to ensure we can access related containers. 

At a user level there are 4 options:

  1. Publish
  2. Approve
  3. Edit
  4. Read

Typically, we are granted publish permission to maximise the speed and efficiency of creating, approving and publishing tags.

  1. Sign in to Google Tag Manager
  2. Click on the three dots next to your account or your container
  3. Click User Management
  4. Click + then Add users
  5. Add our group email address: [email protected]
  6. Select the relevant account or container permission (publish, approve, edit, or read)
  7. Click the invitation button

Still unsure? Get further instructions here.

Google Search Console

Google Search Console Access

Add us as a Google Search Console user to allow us to analyse your search performance and manage your indexation settings. There are two different permission levels to be aware of when adding us as a user

  1. Restricted – if you want to allow us to view but not change settings
  2. Full – if you want to enable us to manage your indexation settings

Add us as a Google Search Console user.

  1. Choose a property in Search Console
  2. Click the Settings icon in the navigation pane
  3. Click Users & permissions
  4. Click Add user and select the permissions to grant the user
  5. Type the Google Account name of the new user: [email protected]
  6. Choose the user permission level you want to grant us
  7. Click Done to complete

Still unsure? Get further instructions here.

Google Optimize

Google Optimize Access

Add us as a Google Optimize user to allow us to collaborate on experiments and access data. There are a few different settings to be aware of when adding us as a user. 

There are two options for adding us as a user:

  1. Account
  2. Container

Typically, we are granted access at an account level to ensure we can access related containers. 

At a user level, there are 3 options:

  1. Publish
  2. Edit
  3. Read

Typically, we are granted publish permission to maximise the speed and efficiency of creating and analysing experiments.

  1. Navigate to your Accounts page.
  2. Click the Edit permissions button in the header of the account you want to manage.
  3. Click on the email of the user you wish to edit or click the ADD USER button.
  4. Click the Add user button to reveal the User details panel.
  5. Enter the email address: [email protected]
  6. Click the drop-down menu next to each role to select the appropriate permission level.

Click DONE when complete.

Google Data Studio

Google Data Studio Access

If you have data sources created in Google Data Studio, you’ll need to share the resource with us, however, it will still require your credentials to access the original data set. Without access to data sources, we can visualise existing dashboards shared with us, but we won’t be able to create new reports using the data. 

For further information, please refer to Data Studio support center

Typically we’re added as an Editor so we can view the data source and also create calculated fields, to enrich your data sources.

To share data sources with us:

  1. Navigate to the Data Sources home page.
  2. Locate the data source you want to configure, then click it to edit.
  3. At the top on the left, click the current data credentials.
  4. Select the new credential type/level.
  5. Click done to finish.

Google BigQuery

Google Big Query Access

If you already have BigQuery resources, you should attribute the BigQuery Resource Viewer role to [email protected] This will allow us to visualise but not change or purchase decisions on specific Projects or Datasets. 

For more information on specific role permissions refer to the BigQuery Documentation.

Grant Project access

  1. Access your Google Cloud Console.
  2. Click the Project name for which you want to grant us access.
  3. Open the sidebar menu by clicking the 3 lines button in the top left and then choosing IAM & Admin.
  4. In the IAM menu, click the ADD button.
  5. Paste [email protected] email under NEW MEMBERS. (If you already created our user under your Cloud Platform project, you can click the edit button/pencil icon).
  6. Click the drop-down list and choose BigQuery Resource Viewer on the secondary drop-down list. 
  7. Click Add. If you’re editing an existing user, click Save.

Grant Dataset access

  1. Access your Google Cloud Console.
  2. Click the Project name for which you want to grant us access.
  3. In the sidebar menu, under Big Data click BigQuery.
  4. In the new window, verify the Project name (to switch projects, click the down arrow next to the project name, then hover on “Switch to project” and select a different project).
  5. Hover on the dataset, then click the down arrow when it appears and click Share Dataset.
  6. In the Share Dataset dialogue, make sure you have “Is owner” or “Can edit” permission for the dataset.
  7. In order to share datasets, you may need to use BIgQuery’s classic web UI by navigating to https://cloud.google.com/bigquery/docs/bigquery-classic-ui
  8. Click Add.

Click Save changes.

Google Ads

Google Ads Access

If you have an existing Google Ads account, simply provide us with your ad account number and we will request to link to your account. The ad account number is a 10 digit number displayed at the top of your Google Ads dashboard.

We will send a link request through our Google Ad MCC/Manager account. An access request email will be sent to all of your Google Ads account administrators for approval. When approved we will receive access, while you retain account ownership.

  1. Sign in to your Google Ads account
  2. Copy your 10 digit Google Ad account number (top left and right of dashboard)
  3. Send us the Google Ad account number
  4. Wait for approval request
  5. Approve access request

Still unsure? Get further instructions here.

Google My Business

Google My Business Access

Granting us access to your Google My Business account is simple. Follow the step-by-step instructions below to add us as a user. 

There is a choice of three user permission roles:

  1. Owner
  2. Manager
  3. Site manager

Typically we require manager access to deliver our services. 

A summary of each of the roles is provided below. For more information on specific role permissions refer to the Google My Business Help Centre.

Site Managers: can manage reviews, photos, posts, products and edit hours

Managers: full edit rights with exception to managing users or deleting account

Owners: full edit rights including managing users and deleting account

  1. Sign in to Google My Business
  2. Click Users in the left menu
  3. Click the Add users button
  4. Enter our group email address: [email protected]
  5. Select the relevant role (owner, manager, site manager)
  6. Click Invite

LinkedIn

LinkedIn Access

Add us to your LinkedIn Ads account to allow us to create, manage and analyse your campaigns. 

Typically, we are granted Account Manager level to maximise speed and efficiency. 

To add us as Account Managers:

  1. Sign in to Campaign Manager.
  2. Click the correct account name.
  3. Near the top right of the account page, click the Settings icon next to the account name and select Manage access from the dropdown.
  4. Click Edit on the top right.
  5. Click Add User to Account.
  6. You can paste in our LinkedIn public profile URL (suggested) or type in In Marketing We Trust to find us.
  7. Assign us the Account Manager role.
  8. Save changes.

Facebook & Instagram

Facebook & Instagram Access

The Business admin of the account will need to add us to their Business Manager account and share all the necessary assets with us. 

Typically we would need advertiser access for all of your assets. 

For more information on specific role permissions refer to the Facebook Business Help Centre.

Analyst: This level allows users to view ads and access reports but make no changes to the account.

Advertiser: This allows users to view ads, access reports and create and edit ads.

Admin: This does everything the 2 prior levels can do plus the ability to edit payment methods and “manage admin permissions” which means they can add and remove users.

To add us 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 (215855865588734) 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 us to in the second column. Assign advertiser role in the third column.
  7. Repeat these steps until you’ve chosen roles for all of the assets you want to assign.
  8. Click Save Changes.

Pinterest

Pinterest Access

If you are the business account owner or have admin access to an account, you can add people with varying levels of access. 

We require admin level access in order to view and edit everything including billing, campaign optimisation, Catalogs, and audiences.

  1. From Pinterest, click Ads in the top left corner, then select Overview to open Ads Manager.
  2. Click next to your name.
  3. Click the ad account you’d like to add us to, then click View account settings.
  4. Click Add people.
  5. Enter the email address: [email protected] and press enter
  6. Select the level of access.
  7. Click Add to account.

SEMrush

Semrush Access

If you are the project owner, you can add people with edit or read-only access to the project. We require edit level access in order to view the data from any connected service accounts such as Google Analytics, Google Search Console, etc.

  1. From SEMrush, click Dashboard under management in the left-hand side menu.
  2. Scroll down to My Projects and then click Share your projects at the top on the right-hand side.
  3. Select which projects you want to share. You can select multiple at the same time.
  4. Add [email protected] to people
  5. Choose Can edit from the dropdown, then click Share

You can also follow the same process (Steps 3-5) by clicking Share from the top right-hand corner while within a specific project.

Note: Granting users edit access to projects will allow them to view all settings of the connected service account, for example, Google Analytics email and views, Google Search Console properties, etc. To hide third-party tools settings, share your projects with read-only access.

Only a project owner can delete a project. Other users are not allowed to delete shared projects.