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How to give your agency access to your accounts

This how-to guide will give you all the information you need to allow your agency the appropriate access to your accounts. Following these steps will enable you to begin working together with your agency as quickly and smoothly as possible.

How to add an agency as a partner in Meta Business Manager

First, you should create a Facebook Page for your business and setup Meta Business Manager. Next, add your agency partner to your Business Manager:

  1. Go to Business Settings.
  2. Below Users, click Partners.
  3. Click the Add button and then Give a partner access to your assets.
  4. Enter your agency partner’s Business Manager ID, ours is 801936680205007, and click Next.
  5. In the first column choose the asset you want to share which is usually Pages (New Pages experience), Ad account, and Pixels, then select the individual assets you want to add your partner to in the second column and assign a role for your agency partner in the third column.
  6. Click Assign assets.
  7. To assign further assets you can go to Users > Partners as in step 2 above, then click on the Partner’s name and clicking ‘Share Assets

How to add an agency to Google Ads

First, you should create a Google Ads account and sign in. Next, invite your agency to become a user:

  1. In the top-right corner of Google Ads is a 10-digit number – this is your ‘customer ID’.
  2. Email your customer ID to your agency who will send you a request to have full access, while you retain account ownership.
  3. Go to Admin then Access and security.
  4. Go to Managers and accept the request from your agency.

How to add an agency to Google Analytics

First, you should create a Google Analytics account and sign in. Next, add your agency as a user:

  1. Click the Admin cog (bottom-left) and in the first column navigate to your account.
  2. Select your website’s GA4 Property in the second column
  3. In the Property column click Property Access Management.
  4. Click the blue + button (top-right), then click Add users.
  5. Enter the email address of your agency contact’s Google Account.
  6. Select Notify new users by email to send a message to the user.
  7. Select the permissions to Edit.
  8. Click Add.

How to add an agency to Google Merchant Center

First, you should create a Google Merchant Center account and sign in. Next, invite your agency to become a user:

  1. Click the 3-dot menu in the upper right-hand corner.
  2. Select Users.
  3. Click the + button.
  4. Enter the name and email address of your agency contact’s Google Account, and click Add User.
  5. Select the level of User access you would like to grant, and email preferences for that user.
  6. Click Save.

How to add an agency to Google My Business

  1. Login to your Google My Business dashboard.
  2. Click Users in the left-hand menu, then Add users
  3. Enter your agency’s email address and choose a role (Manager should be sufficient)
  4. Click Invite

How to add an agency to Google Search Console

To add a new user:

  1. Choose a property in Search Console.
  2. Click the Settings icon Settings in the navigation pane.
  3. Click Users & permissions.
  4. Click Add user and select the permissions to grant the user. Type the Google Account name (email) of the new user.
  5. Choose the permission level to grant the user (Full user should be sufficient for your agency).

How to add an agency to Google Tag Manager

  Create a Google Tag Manager account and invite your agency to become a user.  To add a new user:

  1. Click Admin.
  2. In the Account column, select User Management.
  3. Click Add.
  4. Select Add new users and enter the user’s email address.
  5. Set Account Permissions to Administrator.
  6. Click Invite.

How to add an agency to my LinkedIn Ads account

  1. Sign in to Campaign Manager.
  2. If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown menu.
  3. Click Account Settings on the left menu, then click Manage access.
  4. Click the Add user button at the top of the page.
  5. Enter the name of the user or LinkedIn Profile URL and select the correct name from the dropdown list.
  6. Select the Campaign Manager role from the dropdown list.
  7. Click the Add button.

How to add an agency to Microsoft Ads

Create a Microsoft Ads account and sign in. Next, invite your agency to become a user:

  1. Click Tools from the global menu, and then click Account access.
  2. Click User Management from the main menu.
  3. Click Invite user from the User Management page.
  4. Enter information about the new user and their account role.
  5. Click Send.

How to add an agency to Microsoft Bing Places

Create a Bing Places for Business account. Next, invite your agency to become a user:

  1. At the top of the page is a scrolling area. Inside that area click Manage Users
  2. Add the email ID of the agency to whom you want to share your listing and click Add
  3. Click Done

How to add an agency to Microsoft Bing Webmaster Tools

Create a Bing Webmaster Tools account, sign in, and invite your agency as a user:

  1. Click User management from the left-hand menu
  2. Click Add user
  3. Enter the agency’s email address, select a role, then click Add