How to Give IGS Access to your Digital Marketing Accounts

Written by John Hales

March 25, 2022

Digital marketing information in graph format on a laptop and tablet.
Google Analytics
  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 Access Management.
  4. In the Account permissions list, click +, then click Add users.
  5. Enter the email address for the user’s Google Account.
  6. Select Notify new users by email to send a message to the user.
  7. Select the permissions you want. Learn more about permissions.
  8. Click Add.
Facebook

1. Go to your Facebook page. On the left sidebar menu, scroll down and click “Settings.” 

2. This will take you to the general Page Settings menu. On the left sidebar menu, scroll down and click “Page roles.”

3. In the “Assign a New Page Role” section, start typing the name of the person you want to assign to the page. The dropdown menu will offer you suggestions and you can choose the person you want from there.

4. Click the box next to their name to reveal a dropdown menu of role options.

page3
Click the role box beside their name. 

Grace Eliza Goodwin/Insider

5. In the dropdown list, select the “Admin” option.

6. A reminder will pop up that reads: “If you’re adding a new admin to your Page, please keep in mind that they’ll have the same permission as you do to make changes to this Page.”

7. Once you have the right name, click “Add.” Facebook will then prompt you to re-enter your password to make sure it’s you that is making the change.

8. Under “Existing Page Roles,” the person’s name will now show up with a red “pending” message next to it.

9. Once the person receives the notification, they can accept and their role will show up under the “Existing Page Roles” section. This shows you each person on your page, categorized by their permissions. For example, you can have one person under admin and one person under editor.

Instagram
  1. Go to Business Settings.
  2. Click Accounts.
  3. Click Instagram Accounts.
  4. Click the blue Add button.
  5. Click Connect Your Instagram Account
  6. Enter your Instagram username and password. Note: We may send you a security code to the email or phone number associated with the account to verify your identity.

You’ll have the option to select the ad accounts and Pages you’d like to assign on the next screen. Click Finish. You can also click the X skip this step.

Add people to your Instagram Account

Once you’ve added an Instagram account to your Business Manager, you can add people and assign them permissions to carry out certain tasks, such as create and manage content, manage community activity and view insights. To add people to your Instagram account:

  1. Go to Business Settings.
  2. Click Accounts.
  3. Click Instagram Accounts.
  4. Click Add People.
  5. Select a person from the left-hand column. Then toggle on the tasks you want to grant permissions for. A blue toggle means it’s on, and gray means it’s off.
  6. Click Assign.
Google Search Console

Step 1: Navigate to search.google.com and log in.

Step 2: Select the correct property from the “search property” drop down.

Please note that Search Console is sensitive to matching the domain exactly. This is particularly true when connecting it with Google Analytics. If your settings in Google Analytics are for the domain https://www.yoursite.com/ then you’ll need to include both the https and the www in the search console property you share with us. Mismatching domains account for the vast majority of errors.

Step 3: Next, select the settings of your web property.

Step 4: Under settings select users and permissions.Step 5: In the Users and permissions settings select Add User.

Step 6: Finally, on the Add user screen add the user’s email to your account, and click add.

Google My Business
  1. On your computer, sign in to Business Profile Manager.
    • If you have multiple locations, open the location you’d like to manage.
  2. In the menu on the left, click Users.
  3. At the top right, click Invite new users Invite new users.
  4. Enter the name or email address of the user you’d like to add.
    Note: To add an agency to your location, you need to add the agency’s location group ID here. (You might need to reach out to the agency and ask for this ID.)
  5. To select the user’s role, click Choose a role and then Owner or Manager.
  6. Click Invite. Invitees will have the option to accept the invitation and immediately become users.
Yelp
  1. Go to Account Settings
  2. Click User Management in the left navigation menu. (Please note that if this option is not available, you will need to complete the form on our share access request page to invite a new user.)
  3. Click Invite a User
  4. Choose a Job Title for the user
  5. Provide the new user’s email address. This is where we will send their invitation to manage the page.
  6. Select the business location(s) for which you would like to grant access
  7. Click Send Invite

To access the business page, the new user must click Accept Invitation in the email they receive from Yelp. In Gmail, the invitation may appear in the “Social” tab. If the intended recipient can’t find the email invitation, please check the spam folder. 

Google Workspace
  1. Sign in to your Google Admin console.

    Sign in using an administrator account, not your current account johndanielhales@gmail.com

  2. From the Admin console Home page, go to Users.
  3. Select the user you want to assign an admin role to.
  4. Click Admin roles and privileges.
  5. Next to the Super Admin role, click the slider so it’s marked Assigned  "".

    If other admin roles are available, you can click the slider to assign another role, instead. 

  6. Click Save.

Important: Have the new administrator add recovery options to their account.

Shopify
  1. From your Shopify organization admin, click Users.
  2. Click Add user.
  3. Enter the email addresses of the users who you want to add.
  4. In the Access and permissions section, do either of the following:
    • To give accesses using a role, click Assign role, and then select a role.
    • To give accesses without using a role, select Select custom access, and then add organization-level accesses and store-level accesses.
  5. Optional: To change two-step authentication to not required, do the following:
    1. In the Security section, click Change setting.
    2. Select Two-step authentication is not required.
    3. Click Save.
  6. Click Send invite.

Your new user now appears in the users list with the Pending status. After the users accept your invitation, their status changes to Active.

Square

To add an Authorized Representative:

  1. Sign in to the Account & Settings section of your online Square Dashboard and select Authorized Representatives.

  2. Click Create Authorized Representative.

  3. Select an existing team member or add a new team member by filling out the form with their name and email address or mobile phone number. Note: The person you add as an Authorized Representative will receive a notification via email or SMS message to their mobile phone, depending on the information entered. Only one piece of contact information is required, though.

  4. From here, choose the location(s) the Authorized Representative can discuss.

  5. Click Save.

Squarespace

1. Make sure you have the name and desired email of the person you’d like to add.

2. Log into your Squarespace account and click on your website. You’ll see the panel on the left with Pages, Design, etc.

3. Click on settings.

4. Click on Permissions.

5. Click on “Invite A Contributor.”

6. Enter the person’s name, email and select a role for them.

7. Click Invite and done!

The person will need to check their email and accept the invitation. Then they’re in!

Google Cloud Console
  1. Sign in to the Google Cloud Console as a Google Workspace or Cloud Identity super administrator and navigate to the IAM & Admin page:

    Open the IAM & admin page

     

  2. Select the organization you want to edit:

    1. Click the project drop-down list at the top of the page.

    2. In the Select from dialog, click the organization drop-down list, and select the organization to which you want to add an Organization admin.

    3. On the list that appears, click the organization to open its IAM Permissions page.

  3. Click Add, and then enter the email address of one or more users you want to set as organization administrators.

  4. In the Select a role drop-down list, select Resource Manager > Organization Administrator, and then click Save.

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