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
  • Minimum Role: Viewer

This access is required for many of our services, including all site audits and SEO growth programs.

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]
  • Minimum Permissions: Restricted

This access is required for many of our services, including technical SEO audits and SEO and marketing services.

5. How to Give Access to Google Ads

Google Ads Access

To give us access to your Google Ads account, please send us your Customer ID (CID) number. Here’s how to find it:

  1. Log in to your Google Ads account.
  2. Look for the 10-digit number in the top left corner of the dashboard (next to your account name) or by clicking on your profile photo in the top right.
  3. Once you locate the number, you can send it to us. We’ll request access, and you’ll receive an email inviting you to link to our manager account.

6. How to Give Access to Google Tag Manager

Google Tag Manager: Add User

To add users to a Tag Manager account:

  1. Click Admin.
  2. In the Account column, select User Management.
  3. Click Add (the + sign)
  4. Select Add users.
  5. Enter one or more email addresses.
  6. Set Account Permissions. User is selected by default, and this level allows the user to view basic account information. Select Administrator if the user should have the ability to create new containers and modify user permissions for accounts and containers.
  7. Optional: Set Container permissions for each container that you would like the user to have access to.
  8. Click Invite. Each invited user will receive an invitation to use the container.

Here’s more about adding, editing, and removing users in Google Tag Manager.

7. How to Give Access to WordPress Dashboard

WordPress Access

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

  • Inside the WordPress Dashboard, please go to Users > Add New User.
  • Please use this email address: [email protected]
  • 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, for site maintenance plans, and other optimizations.

8. How to Give Access in Cloudways (Web Hosting)

Add Team Member

We recommend the Cloudways DO1GB plan ($14/month USD) to get started. To give us access to your web hosting, please follow the steps below.

  • Log in to the Cloudways Platform.
  • From the side menu, select Teams
  • Select Add Member
  • Please use this email address: [email protected]
  • Global Permission: Support Access
  • Console Access: Flexible > Full Access
cloudways add team member
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.