HOW TO GRANT US ACCESS TO YOUR META AND GOOGLE ACCOUNTS

Below you’ll find all the instructions needed to grant us access to your accounts - whether you’re needing help with Meta, Google or LinkedIn, we have the guides below to show you how.

Stuck? Please don’t hesitate to reach out to info@thesocialcollective.co.nz and one of our team will be in touch to guide you.

META ACCESS

Note: Please ensure The Social Collective (Business ID: 695355657985693) has ADMIN access to all areas - this allows us the correct access needed.

    1. Go to Business settings.

    2. Below Users, click Partners. Our business ID for The Social Collective is 695355657985693.

    3. Select the type of access you want to assign - FULL CONTROL

    4. Click Next.

    5. Select the asset you want to assign - please include:

      1. Facebook Page

      2. Instagram Page

      3. Ads Account - Don’t have one, click here and we’ll teach you how to create one.

    6. Choose the type of access - FULL CONTROL

    7. Click Invite.

    8. Review the invitation and click Send request. We will receive an invitation to join your business portfolio via email.

  • To add people to a dataset:

    1. Go to Business settings. Select your business portfolio.

    2. Click Data sources.

    3. Select Datasets.

    4. Select the dataset that you'd like to share.

    5. Click Add people.

    6. Select the people you want to share your dataset with.

    7. Toggle the level of access you want to assign.

    8. Click Assign.

  • If you work with another business, such as a marketing agency, we recommend that your business owns the catalog and assigns the other business as a partner. Partners need their own business portfolio. They can access your catalog but your business still owns it. This is helpful in case you ever need to change partners later.

    To assign a partner to your catalog:

    1. Go to your Business settings and select your business.

    2. Select Data sources.

    3. Select Catalogs and select the name of your catalog.

    4. Select Assign partner.

    5. Select how you want to invite your partner business. Select Business ID if you know their business ID (here's how they can find their business ID). Or, select Get link to shareto generate a link to send them.

    6. Assign either Partial access or Full control permissions to your partner business.

    7. If you chose to invite your partner by business ID, enter their ID, select Next and then Close. If you chose to share a link, copy the generated link and send it to them. You can use each link only once and it expires in 30 days.

    You've assigned a partner business and granted them access to work on your catalog.

GOOGLE ACCESS

Note: Please ensure both loren@thesocialcollective.co.nz and morgan@thesocialcollective.co.nz have ADMIN access to all areas - this allows us the correct access, along with being able to add your Ads Manager once onboarded.

    1. Sign in to Google Analytics: Go to the Google Analytics website and log in with your account.

    2. Access the Admin Panel: Click the Admin (gear icon) in the bottom-left corner of the sidebar menu.

    3. Navigate to Access Management: Ensure you are in the correct account or property. Click Account access management (or Property access management if limiting access).

    4. Add a New User: Click the blue + button in the top-right corner, then select Add users.

    5. Enter User Email: Type the email address of the person you want to add (must be a Google-associated account).

    6. Assign Roles and Permissions:

      • Administrator: Full control, including managing users.

      • Editor: Can edit data and settings, but cannot add users.

      • Viewer: Can only view data, not make changes.

        Optional: Check "Notify new users by email" to send an invitation.

    7. Finalise Access: Click the Add button in the top right corner

    1. Sign In: Navigate to Google Merchant Center and sign in with your administrator account.

    2. Access Settings: Click the Settings & tools icon (gear) in the top right corner.

    3. Navigate to User Management: Select People and access from the dropdown menu.

    4. Add User: Click the “+ Add person” button.

    5. Enter Email: Type in the email address of the person or agency you wish to invite.

    6. Set Access Level: Choose the appropriate role:

    7. Admin: Full control, including managing users and billing.

    8. Standard: Access to most features, suitable for agencies, but cannot manage users.

    9. Email-only: Receives reports but cannot sign in.

    10. Save/Invite: Click Save or Add user to send the invitation.

    1. Access GTM: Log in to Google Tag Manager and select the container you wish to manage.

    2. Navigate to Admin: Click the Admin tab at the top of the screen.

    3. User Management: Under the Account or Container column, click User Management.

    4. Add User: Click the blue + button, then select Add users.

    5. Enter Email: Enter the email address of the user you want to invite.

    6. Set Permissions:

    7. Account Permissions: Choose Administrator (full control) or User (standard access).

    8. Container Permissions: Set specific rights: Read, Edit, Approve, or Publish.

    9. Invite: Click the Invite button to send the invitation.

    1. Access the "Access and Security" Menu

    2. Click on Admin (or Tools & Settings) in the left-hand menu, then select Access and security.

    3. Invite a New User

      • Click the "+" button.

      • Enter the email address of the person you are inviting.

      • Choose the access level (see guide below).

      • Click Send invitation.

    4. User Accepts Invitation

      • The invitee will receive an email. They must click the link in that email to accept the invitation.

      • Once accepted, you will receive a notification, and they will have access.

LINKEDIN ACCESS

Note: Please ensure both loren@thesocialcollective.co.nz and morgan@thesocialcollective.co.nz have ADMIN access to all areas - this allows us the correct access, along with being able to add your Ads Manager once onboarded.

    1. Access Admin Tools

      • On the company page, look at the top right corner.

      • You should see a button that says “Admin tools”. Click it.

    2. Manage Admins

      • From the dropdown, click “Manage admins”.

    3. Add a new admin - You’ll see a section called “Add admin”.

      • Type the person’s name you want to add.

      • Make sure it’s the right LinkedIn profile (check their picture!).

    4. Choose admin type

      • Select Content admin

    5. Save

      • Click “Save” or “Add”.

      • The person will now be an admin!

    1. Go to your ad account in Campaign Manager.

    2. Click Account Settings  on the left menu, then click Manage access.

    3. Click the Add user button at the top of the page.

    4. Enter the name of the user or LinkedIn profile URL and select the correct name from the dropdown list.

    5. Select a role from the dropdown list.

    6. Click the Add button.

    Key Steps to Grant Access:

    • Access Campaign Manager and select the relevant ad account.

    • Navigate to Settings: Click on "Account Settings" in the left-hand menu, then select "Manage access".

    • Add User: Click the "Add user" button, enter the user's name or LinkedIn profile URL, and select them from the dropdown.

    • Assign Role: Choose the appropriate access level (e.g., Account Manager, Campaign Manager, Viewer).

    • Optional - Page Access: For creating sponsored content, ensure the user is also added as a "Paid Media Admin" on the associated LinkedIn Company Page.