client reference guide

Client Reference Guide: Settings & Steps

This set of guides and settings will help you with the next steps. If you don’t see what you need, please let us know.

1. Add Manager to Google Business Profile

To give us access to your Google Business Profile, please follow the following steps.

  1. Go to your Business Profile. Learn how to find your profile.
  2. Click Menu > Business Profile settings > People and access.
  3. At the top left, click Add
  4. Enter this email address: [email protected]
  5. Under “Access,” choose Manager.
  6. Click Invite.

This guide is required for our Google Business Profile Optimization Service. More details on Support Google.

2. Setup Google Workspace for One-Person Business

If you are a sole proprietor, this is the guide you’ll need. Of course, if you expand and need more

Once you have the basics done, we can help you configure all the details, including integrating your domain and email. Some of this can be done during a brief Zoom call.

Have more than one person in your company? Here’s how to configure 2-9 users.

Google Workspace is the platform we recommend for creating domain-based emails. For example, they can be [email protected]

3. How to Give Access to Google Analytics

Google Analytics

  • Admin > Account Access Management > Add Users
  • Add email: [email protected]
  • Notify new users by email: Yes
  • Role: Viewer

This access is required during a Technical SEO Audit.

4. How to Give Access to Google Search Console

Google Search Console

  • Under URL: Domain Property
  • Settings > Users and permissions > Add User
  • Add email: [email protected]
  • Permissions: Restricted

This access is required during a Technical SEO Audit.

5. How to Give Access to WordPress Dashboard

WordPress Access

To give access to your WP dashboard, please follow the following steps.

  • Inside of the WordPress Dashboard, please go to Users > Add New User.
  • For standard WordPress configurations, please give Administrator role.

The required user role depends on your custom settings. I’ll require role permissions to view settings and customizations (for WordPress, theme, and plugins).

This access is required during a Technical SEO Audit.

client reference guide

Ready to Increase Site Earnings?

To get started, please book a Discovery Call. You’ll learn about our services and we’ll learn about your goals and challenges. And we’ll see if your needs and our skills are a good fit. Your call will be with Bryan.

Your Discovery Call is the first step to generating more revenue with your site.

GET STARTED

If you already know what you need, you can order those services here. These services include SEO audits, new site builds, and other marketing and SEO services.