Accessing accounts to manage Social Media and other accounts

Facebook & Instagram

Get Partner Access to Facebook Assets: Pages, Pixels, Product Catalogues, Instagram, Ad Accounts and Business Managers

There are several ways you can get access to your clients’ Facebook and Instagram assets. It can get confusing! (That’s why we created Leadsie to automate everything). If you want to do it manually, we recommend it’s best practice to access your clients’ assets by requesting ‘Partner Access’ to their business manager.

In this section, you’ll learn how to request access for your clients’ Facebook Assets, including Ad Accounts, Facebook Pages, Pixels, Catalogues and Instagram through Facebook Business Manager by getting added as a partner your client’s Facebook Business Manager. Can’t request partner access for some reason? Don’t worry, we cover the other options below too.

Why Partner Access?

There are other options to get access to your client’s assets. They range from using your client’s login (never do that!), to getting added as a person to your client’s page or ad account. None of these options are great alternatives, here are a few reasons it’s better to get access as a partner through your client’s Business Manager:

Easier to manage: If you set up partner access, you and your client can manage access to multiple assets (pages, pixels, ad accounts, etc) in one place – rather than doing these things one by one. If you have multiple people in your agency, you can also assign them access to work on a client’s assets without bothering your client again.

Transparency: If you want to build a lasting client relationship based on trust, you have to be transparent with your client. Getting added as a Partner to their Business Manager means that your client remains in control and always has the ability to see what changes you are making.

Data ownership (GDPR): Data ownership is quite a minefield you don’t want to get too far into. Your client retains ownership over their assets and data using Business Manager, rather than connecting your own Facebook account. You are also not collecting data in your account and avoid any liability for a GDPR breach.

A clean way out: Business relationships end. Maybe your client decides to take social media in-house or they want to try another agency – or they stop running advertising because of a global pandemic (ugh!). When the inevitable happens, you don’t want to be the holder of all the keys. You want an easy way out, so if the next agency needs access to an account, you are not the one who has to give it to them. We’ve all been there. Just keep it simple and leave ownership of assets with your client.

If your clients don’t have Facebook Business Manager set up, it’s explained how to do it here.

With our tool Leadsie, you don’t need to worry about this bit ? Your client will be walked through the creation of a Facebook Business Manager, their assets will be automatically added and shared with you.

Step By Step Instructions for Partner Access to Facebook Assets

Let’s go through step by step how to request partner access to your client’s Facebook Business Manager.

Spoiler Alert: We built the tool Leadsie to make the process much easier and save you the headache of getting access. Every time you get a new client or run an audit for a new prospect, you will no longer need to go through the below process.

With our tool, all you need to do is share your private access link with your client. They then log in with their FB account and confirm access. It’s as simple as that!

Prefer a video? Here you go! ? ??

Step by Step Instructions: Request Partner Access to Client Assets (Page, Ad Account, Pixel, etc.) through Facebook Business Manage

Let’s get to it:

Go to your Business Manager and select the Business Manager account you want to use with your clients
On the left side, select Partners
Click on “Add” and select “Ask a Partner to share their assets”

Next, fill out the information:

Then choose the asset types you require access to (page, ad account, pixels, etc.)

Your client will now receive an email like this:

Your client now needs to go to Facebook Business Manager, select the assets for each asset type, and confirm. Then you’ll have access.

Want to learn how to get access in just 2-Clicks, without having to know your client’s business manager ID? Click here ?.

No Partner Access? No Problem

If for some reason you really can’t request partner access, we’ve got you! Here are some instructions for requesting access to your client’s Facebook Page or Ad Account only.

Facebook Pages

If you want to request access to your client’s Facebook Page only, you can still do so without requesting partner access. For this way to request access, your client does not need to have Business Manager set up.

Disadvantages:

You must assign a primary Facebook Page to your Business Manager (for identification)
Your client must go to Facebook to approve your request (there won’t be any emails)
You can only get access to the Facebook Page of your client, no other assets

Here’s how it works:

First, go to your Facebook Business Manager.

On the left menu, under “Accounts”, go to Pages

Click on “Add” and select “Request Access to a Page”

If you have not done so, select the primary page for your business.

Find your client’s page by typing in the name of the page

Then, select the necessary access level you require

Now, hit “Request Access” and your client will receive a notification within Facebook.

Now to grant you access, it’s your client’s turn. The admin(s) of the page will see a notification in their Facebook account:

They’ll see that you requested access to their Page and need to hit “Accept Request”

And now you’re done. Now you can see your client’s page under the pages you have access to. Before you can use your access, make sure you add yourself by clicking “Add People” as well.

Now you can manage their page and post on it.

Would have been nice to get all of this in 2 clicks, right? Well, with Leadsie, you can ?

Facebook Ad Accounts

We recommend accessing your client’s ad account by requesting partner access. But if you can’t do this for any reason, you can still request access to their ad account only. For this method, your client does not need to have Business Manager set up.

The disadvantages are:

You need to know your client’s Ad Account ID
You must assign a primary Facebook Page to your Business Manager (for identification)
Your client must go to Facebook to approve your request (there won’t be any emails)
You can only get access to the Facebook Ad Account of your client, no other assets

Here’s how it works:

First, go to your Facebook Business Manager.
On the left menu, under “Accounts”, go to Ad Accounts , and click on “Add”.

Type in your client’s Ad Account ID, select the level of access you need hit “confirm”.

Now, your request has been sent and an admin of the Ad Account has to confirm it within Facebook.

As soon as the access is granted, it will show as an asset in your Business Manager

Leadsie: 2-Click Access to Facebook Assets (Page, AdAccount and more)

Ready for the revolution? ?

We don’t know why people need a PhD in Facebook Ads to give you access, but we were fed up with it. So we built a tool that makes requesting and giving access easy as pie ?.

Here’s how the whole process works with Leadsie:

How to Get Access to Facebook Pages and Ad Accounts with Leadsie

It’s as simple as copying your link and sending it to your client ?

You have 2 links, one for view-only access, one for “manage” access (admin) access. Just share the link that’s suitable with your client.

Only want to request specific assets? No problem, you can also create a custom request and share that with your client.

Your client simply needs to open your request link in their browser (also works great on mobile), login with their Facebook Account, confirm the assets you requested, and it’s done ?

Done ?

TikTok

There are several types of accounts and assets you may need to manage on TikTok. You may want to manage your client’s social media posts on TikTok, or you may want to run ads on TikTok on their behalf.

To post on TikTok for them, you’ll need to access their TikTok account. If you want to manage TiKTok ads for your client, you will both need to have a TikTok Business Center account set up, and your client will also need to have a TikTok Ad Account set up in their Business Center.

This article will show you how to do it all!

Prefer a video? ?

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Managing TikTok Posts

If you want to post on TikTok for your client, you’ll need to access their TikTok account. Right now, the only way your client can give you access to their TikTok account is to share their username and password with you.

While this might not be the most secure way for someone else to manage your account, it’s currently the only option. It’s totally fine to be logged in to a TikTok account on multiple devices, and your client will have some options to control who is logged in if they check their privacy settings.

The easiest way for them to see who is logged in to their account and manage them is to check the Settings and privacy on the account.

Here’s how:

On the TikTok app, click the Profile icon in the bottom right

Click the 3 lines horizontal lines in the top right corner

This should bring up Settings and privacy; select that option:

On this screen, choose Security and login:

Select Manage devices:

Here you can also add 2-step verification to add an extra level of security to your account (it means you’ll have to approve every time someone else tries to log in)

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In Manage devices, you will see a list of devices currently logged in to your account

You can use the trash icon next to the device you want to remove from your account:

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You will be sent a 6-digit security code to your email, which you need to enter to remove the device

Managing TikTok Ads

Account Setup

If you want to manage TikTok ads for your client, there are a few things you need to set up first:

You both need to set up a TikTok Business Center account.
Your client will also need to create a TikTok ad account which you then request access to.

TikTok Business Center

Here’s how you and your client can set up your TikTok Business Center accounts:

You’ll be asked to fill in some details about your business (address, business activities etc.)

You will be directed to this screen asking if you authorise TikTok Business to access your TikTok account:

If you click authorize, you will now have a Business Center account set up.

Now it’s time for your client to set up their TikTok ad account within the TikTok Business Center.

TikTok Ad Account

Here are the instructions your client can use to set up their TikTok ad account within the TikTok Business Center

Under Assets –> Advertiser accounts, click on Add advertiser account

You will get the option to add an advertiser account; click on Create new:

You will then need to add some information about the business:

Click Next to submit this information and wait for TikTok to approve your new ad account

Clients: Invite Users to Your TikTok Ad Account

Once you and your client have set up an account in the TikTok Business Center and created an advertiser account within it, you may both want to add some of your own team members. Your client can also invite you to access their ad account (or you can send a request – see below). Here’s how to do it:

How to invite team members

If you want to invite an internal team member to your TikTok Business Center, you can click on:

Users
Members
Invite Member
Enter their email address
You then choose the level of access you want to give them

How to invite agencies and freelancers

Your client can add you as a partner their Business Center to give you access to their TikTok ad account (or if you prefer you can send them a request – see below). Here’s what they need to do:

In the Business Center, click on:

Assets
Advertiser accounts
Partners
Share with partner:

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You will then see this screen where you’ll need to enter your partner’s Business Center ID:

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Choose the level of access permission you want to give them and click send
Your partner will receive an invitation that you’ve invited them to your TikTok Business Center account that looks like this:

Agencies: Request Access to TikTok Ad Accounts

If you already created an account in the TikTok Business Center, you can request access to your client’s ad account. Depending on the access level you get, you can manage ad account settings, spends, and permissions, set up new ads, or just have view access to see the ad analytics.

Here’s how to request access to your partner or client’s ad account:

Log in to the TikTok Business Center (you can use your normal TikTok credentials once you have a Business Center account set up)
Go to Assets on the right-hand side
Click on Advertiser Accounts
You will see this screen where you select Request Access:

You will need to enter your partner or client’s advertiser account ID (you’ll need to ask them for it)

You can then choose the access level you need and hit request
Your client will receive an email that you need access and will be able to grant it to you
Remember that you need to have your own TikTok Business Center or access to your client’s Business Center if you want access to their ad account.

Update July 2022!

There is now an extra step in the process if you want to actually run ads from your client’s ad account (the above steps are now to request view access only).

To run ads via a client TikTok account, follow these steps:

Go to TikTok Accounts in your business centre:

Click on Request Access and select the access level you need:

You will be presented with a QR code which you need to share with your client so they can grant your access request:

The client needs to open the QR code and scan it with their TikTok app:

Voila! You now have access to run ads through their ad account!

Want your clients to give you access with 2-clicks?

With Leadsie, you can get access to your client’s TikTok Ads account as well as Facebook page, Facebook ad account and Google assets with one link – see Leadsie in action for TikTok here:

You send them your unique Leadsie link, they log in to their account and grant you the access you need.

Leadsie saves you the headache of back and forth emails to onboard new clients.

It’s more secure for everyone and saves a ton of time! Give it a try with our 14-day free trial.

YouTube

Clients: How to Manage Access to YouTube

This is the easiest way to give someone access to manage your YouTube channel:

Log in to your YouTube Creator Studio account
Click on Settings in the bottom right corner

Choose Permissions, then Manage permissions

If you manage permissions via your Google brand account, it will open a new window —> click on the blue box that says Manage permissions

You’ll be redirected to the Google account login page
Log in to your Google account
Click the person with the + button in the top right corner

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Type the email address of the person you want to add
Choose the permission you want to give them:
1. Owner
2. Manager
3. Communications Manager

Click Invite
The person you invited will receive an email inviting them to become an admin on your YouTube channel

How to move admin permissions directly to YouTube Creator Studio

You don’t need to add a new user to your YouTube channel via your Google brand account. You can also move your permission granting directly to your YouTube studio. It will look like this (you won’t be redirected to log in via Google):

Under permissions in the YouTube Creator Studio, click on Invite in the top right-hand corner

Follow the same process of adding the email and selecting permissions (you have more options when you do it directly from YouTube)

You can revoke access to your YouTube channel at any time by following the same process you do to add someone. Just change the person’s permissions or delete them as a user on your channel.

Agencies & Freelancers: How to request admin access for a YouTube channel

Are you an agency or freelancer who needs access to your client’s YouTube account? Then you will need to request admin access to manage their YouTube channel.

Unfortunately, there isn’t a way to do this directly from YouTube. To ask for access to someone else’s YouTube channel, you’ll need to ask your client directly. They will then need to add you manually using the steps outlined above.

Share this article with them so they can follow the steps and learn the quickest, simplest way to do it.

Do you manage other marketing assets for your clients?

If you manage other marketing assets for your clients, the good news is it’s now easier than ever to get access to them!

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We created Leadsie to prevent the back and forth of calls and emails to get access to client accounts.

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Leadsie is a simple solution that allows you to send 1 link to your client which requests the access you need. You can access Facebook assets, Instagram and Google Ads, Google My Business all with a Leadsie link.

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Your client clicks on the Leadsie link you send, logs in to their account and grants you the permissions you need to get to work! It’s even available for mobile, look:

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Impress your clients with your smooth onboarding and save a whole bunch of time. ?

Try out Leadsie with a 14-day free trial. Set up an account in under 1 minute!

Google Analytics

Most online businesses use Google Analytics to track their website’s performance and gain insights about their users. If you aren’t using Google Analytics yet, set up an account already!

But how do you request or grant access to Google Analytics for your team members, partners, or agency?

We’ll break it down for you here, along with a quick hack (hint: Leadsie) that makes it easier than ever for agencies and clients to share access to Google Analytics accounts.

Prefer a video? ? ??

Agencies & Freelancers: How to Request Access to Google Analytics

There isn’t a way to request access to manage your clients’ Google Analytics accounts from Google Analytics ?. Your client has to do it from their end (unless you use Leadsie!)

Your client needs to figure out how to give you access, which email address is linked to your account, which accounts and which permissions to give you access to. This wastes a bunch of time with onboarding a new client.

Leadsie solves this dilemma. You just need to share your Leadsie link with your client, and they can log in with their Google account and instantly grant the access you require to manage their account.

Not only that, but you can also request access to Google Ads, Google Tag Manager, Google My Business and Facebook assets, all with the same link. ‍

Your onboarding process never looked so smooth!

‍Clients: How to Manage Access to Google Analytics

To give you access to their analytics account, your client needs to be an admin of the Google Analytics account.

Here’s are the instructions you need to share with your client:

Login to your Google Analytics account
Click on Admin in the bottom left-hand corner

Click on Access Management for the type of access you want to give. This will be either:
1. Account Access Management which means someone can access, add or delete all the websites connected to your analytics.
2. Property Access Management (the one you’ll most likely use for your agency or partner) which means the person can set up integrations and tracking
3. View Access Management is great for giving internal access

Click on the Blue + in the top right corner and select Add Users

Enter the email address of the user you want to add. You can then select the permissions you want to give that user. They can be an admin, editor, analyst or viewer.

The person you want to give access to will receive an email with a link they can click on. They should have immediate access to the permissions you granted them.

Leadsie: 2-Click Access to Google Analytics

With Leadsie, requesting access to your client’s GA account takes just a few clicks without the need to navigate through Google Analytics directly. You can even do it from your mobile device:

Want to give it a try? You can create an account in 1min at leadsie.com and get an unlimited, free 14 day trial. ?

Google Ads

How to Get Access to Google Ad Accounts in 2022

If you have been hired as an agency or freelancer to take care of your client’s PPC campaigns, you’ll need to get access to their Google Ads Account.

If you want to do this manually, there are two options:

You can send them an access request (you’ll need to know their account ID – not required if you use Leadsie)
Your client can send you an invitation to access their account (and you may need to give them step-by-step instructions)

Spoiler alert: it’s much quicker and easier for everyone to just use a Leadsie link to automate sharing access to Google Analytics and request access to other assets like Facebook, Analytics and more at the same time. But if you want to do it the old-fashioned way, here’s how to get it done!

Prefer a video? ??

Agencies & Freelancers: How to Request Access to Google Ads

You can ask your client to give you access by sending a request. Keep in mind that you will need to know their Google Ad account ID in order to use this method. (Not required if you use Leadsie)

Here’s how to request access to someone else’s Google Ads account:

Head to your Google Ads manager account
Go to Settings —-> Sub Account Settings

Hit the blue +
Click on Link existing account

Here, you will need to add your customer’s Google Ads ID (annoyingly, they often don’t know it!)
Once you get hold of it, paste it into the box. Google Ads will send a ‘request permissions’ email to your client
Your client will need to click on the request link and manually add you to their Google Ads account

Clients: How to Manage Access to Google Ads

Here are the step-by-step instructions your client needs to follow to send you an invite to Google Ads:

Log in to the Google Ads account you want to give access to
Go to Tools and Settings in the top right corner
Select Access and Security

Hit the blue + button

Add the email address of the person you want to give access to the account

Choose the permissions you want to grant them
Hit SEND INVITATION
They will receive an email notification that they have gained access to the account

Is There a Simpler Way to Request Access to Google Ads Accounts?

Yes, there is ?

With Leadsie, you can simply send a request to your client, they log in to their Google account, select the Google Ads account they want to give you access to and hit confirm. That’s it!

Leadsie does the work in the back end and adds you as a manager to the account. You can even request access to Google Analytics, Google Tag Manager and Google my business all with the same link.

If you manage multiple assets for your clients, you can easily request access to their Facebook pages, Facebook Ad accounts and Instagram via Leadsie.

You can create an account in 1min below and get an unlimited, free 14 day trial. ?

Google Tag Manager

Google Tag Manager allows you to manage your website’s tags. Your tags are snippets of code that help track user behaviour on your website or mobile app. You can use Tag Manager to track your advertising ROI, gain a better overview of your website’s analytics and gather information about your users.

If a marketing agency or freelancer takes care of your website’s paid traffic and marketing, they will need access to your Google Tag Manager account.

Agencies & Freelancers: How to Request Access to Google Tag Manager

Unfortunately, there is no way to request access to your clients’ Google Tag Manager account within Tag Manager itself. ?

You’ll need to get them to send you an invitation from their end (see instructions below).

Rather not do that? We’ve got you covered.

With Leadsie, you can send a personalised Leadsie request link to your client. The client clicks on the link, logs in to their Google account and grants you the access you’re requesting.

Leadsie does the work in the back end and adds you as a manager to the account.

You can even request access to Google Ads, Analytics, Tag Manager and Google Business Profile (formerly My Business) all with the same link.

If you manage multiple assets for your clients, you can easily request access to their Facebook pages, Facebook Ad accounts and Instagram via Leadsie.

If you want to simplify your client onboarding and make client onboarding hassle-free, then try us out for free for 14 days.

You can create your account in less than a minute below

Clients: How to Manage Access to Google Tag Manager

Go to tagmanager.google.com

It will take you to the overview page with all the accounts you have access to.

If you don’t yet have an account, you’ll see this screen:

You will need to set up a new Google Tag Manager account for your website or app.

If you have an existing account, click on the little cog in the top right-hand corner of the screen for the account you want to give access to

Under user management, you can add users under the account or the container you want to give access to

If you have admin permissions, you can click on the blue + symbol in the top right corner and select ‘Add User’

Type in their email address

Confirm which account permissions you want to give them and which containers to give them access to

They confirm the invitation by logging in to their own Google Tag Manager account

Google Business Profile

Formerly known as Google My Business, a Google Business profile is a simple online page you create about your business. It makes your business more visible and can help people find you online. The information you include on a Google Business Profile can appear in Google Maps, Google Shopping or Google searches.

Agencies & Freelancers: How to Request Access to Google Business Profile

You can request access to your clients’ business locations if you are an agency or freelancer who looks after their Google Business Accounts.

Here’s how:

Go to business.google.com/agencysignup to set up your agency or freelancer account.

You’ll need to enter your agency website and connect it to your Google account.

Click on Manage invitations where you can see the invites you received:

You can also request access to businesses that are already claimed by clicking request access in the top right corner:

Type in the name of the business you want to request access to:

Google will confirm this business is already claimed.

Click Request Access

Fill out the requested information about your business so the owner can see your request and confirm it.

Clients: How to Manage Access to Your Google Business Profile

First, go to https://www.business.google.com/

If you have several businesses, you may have to choose which one you want to give access to. To give access to your account, you need to be the owner of the business.

Click on Users in the bottom left of your Google Business Profile Manager:

Click Add new users and add the email address of the person you want to invite:

You can also invite an organisation account (not an individual). To do this the agency or partner needs to give you an ID number which you can paste into the space like this:

Next, you need to choose which role you want to give the agency or partner you are inviting. You have two options:
- Manager Role
- Owner Role (can invite others to manage your Google Business Profile)

Once you’ve chosen the role you want to give, click Invite.

This person or organisation will receive an email to tell them you’ve invited them to manage your Google Business Profile. They click confirm and will have access to your Profile.

Faster Access with Leadsie

What if you need access to many different Google My Business or Google Business Profiles? Or maybe you need to sort out access to multiple Google and Facebook assets at the same time?

Making manual requests is time-consuming and wastes your resources.

Leadsie has a super simple solution: it allows you to request access to multiple Google Business Profiles at the same time, with a single link.

You can even request access to Google Ads, Analytics and Tag Manager with the same link.

If you manage multiple assets for your clients, you can easily request access to their Facebook pages, Facebook Ad accounts and Instagram via Leadsie.

With Leadsie, you can send a personalised Leadsie request link to your client. The client clicks on the link, logs in to their Google account and grants you the access you’re requesting.

Leadsie does the work in the back end and adds you as a manager or owner to the account. It removes steps from the manual process and makes your client onboarding smooth and easy.

If you want to simplify your client onboarding and make client onboarding hassle-free, then try us out for free for 14 days.

You can create your account in less than a minute

Google Search Console

Clients: How to Manage Access to Google Search Console

Go to Google Search Console

Click on Users and permissions

You will see a list of users who have access to your account; click Add user in the top left

Enter the email address of the person you want to add

You can choose the level of access you want to give them; you have the option between:

Owner (gets complete control over all settings)
Full (can view all data and take some actions)
Restricted (usually only has view rights and can’t see all data)

It’s possible to edit the level of access you grant at any time. Click on the permission type next to the user’s name and change it.

Your new user will receive an email to notify them they now have access.

Once you have finished working with your agency or partner, you can remove their access via your account’s users and permissions section.

Agencies & Freelancers: How to request access to Google Search Console

You can’t request access to your client’s account in Google Search Console itself. You will need to ask your client to add you as a user. You can share this article with them so they know the exact process! Don’t forget to tell them the permission rights you require.

Need access to your clients’ other Google accounts?

The quickest, most hassle-free way to request account access is with Leadsie. You send your client a Leadsie link that directs them to their Google account. They log in, choose the permissions they want to grant you and BOOM, you have access!

Leadsie does the work in the back end and adds you as a manager to the account. It removes steps from the manual process and makes your client onboarding smooth and easy.

You can request access to Google Ads, Google Analytics and Google Business Profile with just one link.

If you manage multiple assets for your clients, you can quickly request access to their Facebook pages, Facebook Ad accounts and Instagram via Leadsie.

If you want to simplify your client onboarding and make client onboarding hassle-free, then try us out for free for 14 days.

You can create your account in less than a minute

Google Merchant Center

Google Merchant Center allows advertisers to manage their online inventory. If your client wants to run sponsored promotions for their website and appear on Google Shopping, they’ll need to set up Google Merchant Center and share access with you.

Clients: How to Manage access to Google Merchant Center

If you want to give access to someone to manage your Google Merchant Center, follow these steps:

Head over to https://merchants.google.com/
If you don’t already have a Merchant Center account, you’ll need to set one up (all you need is a google account)
Click the cog in the top right corner and select Account access:

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Click on +Add user

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Enter the email address of the person you want to give access to:

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Choose the permissions you want to give that person:

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Click on Add user at the bottom of that page

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The person you added will receive an email like this:

They need to click on Accept invitation and then they will have the access they need to start running your ads on Google.

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Agencies & Freelancers: Request access to Google Merchant Center?

Are you an agency or freelancer who needs access to your client’s Google Merchant Center account?

To get access, you need to ask your client to add you as a user using the steps above. There is no way to “request access” within Google Merchant Center.

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Need access to multiple Google accounts?

Making manual requests whenever you need access is time-consuming and wastes your resources. Leadsie has a super simple solution: it allows you to request access to multiple Google business assets at the same time.

With Leadsie, you can send a personalised Leadsie request link to your client. The client clicks on the link, logs in to their Google account and grants you the access you’re requesting.

Leadsie does the work in the back end and adds you as a manager to the account. It removes steps from the manual process and makes your client onboarding smooth and easy.

You can even request Google Analytics and Google Business Profile access with the same link.

If you manage multiple assets for your clients, you can quickly request access to their Facebook pages, Facebook Ad accounts and Instagram accounts via Leadsie.

If you want to simplify your client onboarding and make client onboarding hassle-free, then try us out for free for 14 days.

You can create your account in less than a minute.

Clients: How to Manage Access to LinkedIn

Log in to your LinkedIn account
Click on your profile image in the top right click on: Company (select the right one if you’re managing multiple)
Click on Admin tools in the top right & choose Manage admins

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You’ll see the option to Add admin

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Enter the LinkedIn profile of the person you want to add, like your co-worker or person working at the agency

Assign the admin permission you want to give them and click save
They will receive an email to notify them you assigned admin rights

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How to add someone as a paid media admin on LinkedIn

Want to add someone to manage your paid media on LinkedIn? This includes people who will handle your LinkedIn ads and any sponsored posts.

You’ll need to select the Paid media admins tab when you first click on Admin tools and Manage admins:

These are the paid media admin options you have:

Just write the name of the person you want to give access to, choose access level and click save. It’s simple when you know how it’s done!

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Agencies & Freelancers: How to request access to a LinkedIn Company Page

If you manage a client’s LinkedIn marketing, you’ll need access to their LinkedIn Company Page. Want to know the easiest way to get access to that page? Follow these steps:

Log in to your LinkedIn account (you can’t request access without one!)
Find the company page you need access to
On their page, click on More
You should see the option to Request admin access

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Click that option and you will see this screen, check the box & click Request access:

The company will receive a notification that you are requesting access and will be able to grant it to you.

Why not send them this article so they can follow the above steps to grant you access to their LinkedIn Company Page!

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Do you manage other marketing assets for your clients?

Did you know you can get access to your client’s Facebook page, Facebook ad account and Google assets with one link using Leadsie?

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You send them your unique Leadsie link, they log in to their account and grant you the access you need.

Leadsie saves you the headache of back and forth emails to onboard new clients.

It’s more secure for everyone and saves a ton of time! Give it a try with our 14-day free trial

Shopify

Clients: How to Manage Access to Shopify

There are two types of access you can give via Shopify. You can either give staff permissions or collaborator permissions. There are some differences between the two types of access – staff can do a few things collaborators cannot, and collaborators do not count towards the limit of staff members on your plan. In general, if you are working with external agencies or freelancers, you may prefer to add them as collaborators.

You can add staff members yourself, but collaborators will need to send you an access request from their own account.

How to give someone staff permissions to your Shopify store

Depending on their role in your business, others may need admin access to your Shopify store. There are certain permissions only the store owner can take, which include:

Managing payment and billing information
Changing price plans
Changing the ownership of the store

If you grant someone staff permissions, they will be able to:

Edit, delete, and export orders
Edit products and inventories
Manage gift cards and discounts
Export customer profiles
Access reporting
Manage marketing campaigns

If you don’t need them to be able to do all of this, it may be better to give them collaborator access (see below).

Follow these steps to give someone staff permissions in your Shopify store:

Log in to your Shopify store admin page
In the toolbar on the left-hand side click on Settings:

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Choose Users and permissions

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To add someone new, click on ‘Add staff’
Add the staff member’s name and email address
You can then choose the permissions you want to grant, if you want to grant all permissions, click “Select all”
Optional – You can also give access to your linked apps and channels (social media and your POS app)
Once you’ve chosen the right permissions, click Send invite
Your staff member will receive an email – they must follow the steps in the invitation to ‘create staff account’ or log in with their Shopify ID

Remember that invitations to add a staff member expire after 7 days. You will also have a maximum number of staff members you can add, depending on your plan.

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How to give someone collaborator permissions to your Shopify store

If you work with an agency or freelancer, you may want to give them permissions in your store without making them a staff member (remember the number of staff members is limited depending on your plan).

In this case, you can add them as a collaborator. They will need to request access through their own Shopify Partner Dashboard or by using the Shopify app.

If you have set up a ‘request access code’ for security, you will need to share this with them before they are able to send you an access request.

How to set up a Shopify request access code for collaborators

For security, you can set up a 4 digit request access code. This way, you will only receive genuine requests from people who are collaborating with your store.

Here’s how to set up a request access code:

Head to Users and permissions
Go to the Collaborators section
Select Only people with a collaborator request code can request access
Your agency or freelancer will need to ask you for this code before they can send you an access request

Agencies & Freelancers – Request Collaborator Access to Shopify

To request access to a client’s site, you will need a Shopify Partner Dashboard. If you don’t have one yet, you can easily set up an account here by entering a few personal details.

Once you have a Partner Dashboard, follow these steps to request access:

Login to the Shopify Partner Dashboard
Head to Stores
Click Add store

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You’ll be asked to Choose store type —> select Managed store
You will then see this screen, where you add the URL for the store you want access to:

If your client has set up a 4-digit collaborator code, you will need to enter it here (ask them for it)
You can also choose the permissions you want access to (click select all if you want all permissions)
You can include a personalised message and hit Save:

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Your client will receive an email and a notification on their Shopify homepage to tell them you’ve requested access. They can modify the permissions you request.

If you manage assets for more than one Shopify store, you can see them all in the Stores tab of your Partner Dashboard.

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How to remove access to a client’s Shopify store

If you are no longer working with a client and they didn’t remove you as a collaborator, you can remove yourself from their store.

Head to the stores tab in your Partner Dashboard
Find the store you want to leave
Click Remove access —–> Remove store

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Do you manage other marketing assets for your clients?

Do you manage other marketing assets for your clients such as a Facebook page, Facebook Ads or Google assets?

If you do, getting access to them no longer needs to waste your time and resources!

We created Leadsie to make getting access, simple, quick and hassle-free.

You send your client a Leadsie link, they securely log in to their account, choose which permissions to grant and BOOM you have access!

Leadsie does all the work adding you as a user in the backend so your client doesn’t have to!

Get started using Leadsie today and we’ll give you a 14-day free trial.

WordPress

Clients: How to Manage Access to WordPress

Follow these steps to give someone access to your WordPress site:

Log in to your WordPress admin page which will be: yoursitename/wp-admin/
In the toolbar on the lefthand side click on Users

Choose the option to Invite

Add the person’s WordPress user name or email address and chose the level of access you want to grant them:

Click on Send invitation

The person you invited will receive an email invitation and will be directed to your site that looks like this:

They will need a WordPress account in order to log in to your WordPress site and voila! They can now make edits on your site without needing your password!

Agencies & Freelancers: How to request access to a WordPress site

If you are an agency or freelancer you may need to request access to a client’s WordPress site. Unfortunately there is not a way to do this directly via your WordPress account.

Don’t already have a WordPress account? The first thing you’ll need to do to manage someone’s WordPress website is set up an account.

Then you’ll have to ask the client to manually add you as a user to their site. Why not send them this article so they know how it’s done?

Do you manage other assets for your clients?

Do you manage other marketing assets for your clients such as a Facebook page, Facebook Ads or Google assets?

If you do, getting access to them no longer needs to waste your time and resources!

We created Leadsie to make getting access, simple, quick and hassle free.

You send your client a Leadsie link, they securely log in to their account, choose which permissions to grant and BOOM you have access! Leadsie does all the work adding you as a user in the backend so your client doesn’t have to.

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Get started using Leadsie today and we’ll give you a 14 day free trial!

Clients: How to Manage Access to Pinterest

To give access to your Pinterest account and Pinterest Ad account, you’ll need to ensure you have a Pinterest for business account.

Convert your personal account to a business account:

Settings
Account management
Convert account

Once you’re sure you have a business account, you can start giving access to your partners.

You can give different levels of access, depending on how much control you want to give someone.

Give Partner Business Access

Follow these steps to give someone access to your Pinterest business account, so they can run ads and more:

Confirm that your partner also has a Pinterest business account and ask for their Pinterest business ID
Login to your Pinterest for business account
Click on Business Access in the top right-hand corner menu

Click on Partners on the left-hand side

Click Invite partner ‍
Enter your partner’s business ID

Check Invite this partner to access your ad accounts and tools
Click Add partner
The partner will receive an email invitation that looks like this

Your partner should click view invitation
They then need to log into their Pinterest business account
Lastly, they should click ‘Accept invitation’ which gives them access to your Pinterest account

How to add a partner to your Pinterest Ad Account

Once your agency or freelancer has Pinterest business access, you need to give them further permissions to access your Ad account. Here’s how to do it:

Click on Ad accounts on the left-hand side in your Business Access section
Select the ad account you want to give access to
Click Partners

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Select the pencil on the right
Use the toggles to turn on the ad account permissions you want to grant

Click Assign permissions

You can change these permissions anytime by following the same process and saving your edits.

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How to remove a partner’s permissions on Pinterest

You can remove a partner at any time by clicking the trash can next to the partner’s name:

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Agencies & Freelancers: How to request access to a Pinterest account

If you’re an agency or freelancer who works with client Pinterest accounts, you will need to request business access to their account before you can get to work. You need to ask your client for their Pinterest business ID to request access.

Follow these steps to request access to your clients’ Pinterest business accounts:

Confirm your client has a Pinterest business account and ask for their Pinterest business ID
Login to your Pinterest for business account
Click on Business access in the top right-hand corner menu

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Click on Partners on the left-hand side
Click Add partner

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Enter your client’s Pinterest business ID

Check Request access to this partner’s ad accounts and tools
Click Add partner
Your client will receive an email invitation with your request
Your client accepts the request and grants you the required permissions to their Pinterest account

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Do you manage other marketing assets for your clients?

Do you manage other marketing assets for your clients, such as a Facebook page, Facebook Ads, TikTok or Google assets?

If you do, getting access to them no longer needs to waste your time and resources!

We created Leadsie to make getting access simple, quick, and hassle-free.

You send your client a Leadsie link, they securely log in to their account, choose which permissions to grant, and BOOM, you have access!