Goal: To properly and securely store, share, assign, and revoke access to your tools and accounts. 

Prerequisites or requirements: This recipe covers user-management to some tools that you might not be using. 

Why this is important: If access to your accounts isn’t properly accounted for and managed, you can easily lose track of who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.  

When this is done: These instructions cover both the initial setup process that you only need to perform once and the ongoing instructions that you will perform every time you want to add/remove someone from having access to your accounts. 

Who does this: Everyone in the organization including the business owner. 

• Step 1 - Set up a Password Management Tool 

Set up a reliable tool to manage and share secure passwords among your team. 

Outcome: You and your team are using a password management tool to store your passwords and share them (when necessary) with each other.

• Step 2 - Securely assign and revoke access to your Google Products

How to manage user access for Google Analytics 360 Products and Google Search Console. Properly and securely assign and revoke employees, freelancers, and partners' access to your Google Products and have full control over who has access to what. 

Outcome: You are using an organization profile to manage user access to your Google products. 

• Step 3 - Securely assign and revoke access to your Facebook Assets

How to manage user access for Facebook Assets. Properly and securely assign and revoke employees, freelancers, and partners' access to your Google Products and have full control over who has access to what. 

Outcome: You are using a Facebook Business Manager to centralize user management for your Facebook Assets, and have properly assigned the right permissions to each of your team members or agency. 

• Step 4 - Identify and implement the best Google Ads user management solution for your business

How to manage user access for Google Ads. Properly and securely assign and revoke employees, freelancers, and partners' access to your Google Products and have full control over who has access to what. 

Outcome: You know whether or not you’ll need a Google Ads Manager account, and if you do, you have set it up and properly configured user access for everyone in your team or agency.