Sharing Access

The process of how to share access will vary based on the platform. Please review the list below to find what’s applicable to you, and don’t hesitate to reach out with any questions.

Email Marketing

 

  • Adding a new user:

    1. Log into your account & click your profile icon (usually found in the bottom left corner)

    2. Click Account

    3. Click the Settings dropdown menu and select Users

    4. Select Invite a User

    5. Add email address (arielle@ariellemae.com) and select Manager as User Type

    6. Click Send Invite

    For more information, click here

    If you’re unable to add a new user due to account restrictions, you can share login credentials with me via LastPass. (Keep in mind that this route will be trickier, as you likely have two-factor authentication on the account. If this is the case, we’ll need to coordinate a day/time to log in, where you can quickly share the verification code).

  • Adding a new user:

    1. Sign into your account, and click your profile icon in the top right of the screen

    2. Click Account, Settings, then Users

    3. Select Add New User, and type in the email address (arielle@ariellemae.com)

    4. Select the role (Manager or Admin level is required for full audit results)

    5. Click Add User

    For more information, click here

  • NOTE: Your account level might restrict you from adding new users. If this is the case, you can share your login credentials securely using LastPass.

    How to add a new user:

    1. Sign into your account and click Settings (at the bottom left corner)

    2. Click Users, then Add User

    3. Fill in the fields (send access to arielle@ariellemae.com), and select the User Group

    4. Click Add

    5. NOTE: Notification emails are not sent to new users. Once you’ve added the new user, please send the login credentials to me via email.

    For more information, click here

  • NOTE: the number of users you’re allowed to add will depend on your account level. If you’re unable to add new users, you can share login credentials securely via LastPass.

    Add a new user:

    1. Sign into your account and click your profile name in the top right of the screen

    2. Select My Account, Manage Users, then click Add New User

    3. Enter the email address (arielle@ariellemae.com) and select the role (Account Manager permissions are needed for auditing purposes)

    4. Click Send Invite

    5. (Optional) Copy the URL that pops up in the next screen and send to me via email directly

  • Please email me for instructions if your platform is not on this list.

 

Social Media

 

  • NOTE: Even if your Instagram account is connected to your Facebook Business Suite/Business Manager dashboard, you’ll still need to send login credentials via LastPass or One Time.

    Send login credentials securely via LastPass:

    1. Log into LastPass and find the login credentials you want to share, then click the Share icon (looks like two people)

    2. Enter my email address (arielle@ariellemae.com)

    Share login credentials securely via One Time:

    1. Go to the One Time website (here)

    2. Enter the user name and password in the large text box

    3. Select Create a Secret Link

    4. Send me the link via email

    NOTE: Once I’ve received the login credentials, I’ll be storing them securely in LastPass.

  • You can share access to your login credentials via LastPass or One Time. Instructions for both are below.

    Send login credentials securely via LastPass:

    1. Log into LastPass and find the login credentials you want to share, then click the Share icon (looks like two people)

    2. Enter my email address (arielle@ariellemae.com)

    3. Click Share

    Click Share Share login credentials securely via One Time:

    1. Go to the One Time website (here)

    2. Enter the user name and password in the large text box

    3. Select Create a Secret Link

    4. Send me the link via email

    NOTE: Once I’ve received the login credentials, I’ll be storing them securely in LastPass.

  • NOTE: You can share access to your login credentials via LastPass or One Time. Instructions for both are below.

    Send login credentials securely via LastPass:

    1. Log into LastPass and find the login credentials you want to share, then click the Share icon (looks like two people)

    2. Enter my email address (arielle@ariellemae.com)

    3. Click Share

    Share login credentials securely via One Time:

    1. Go to the One Time website (here)

    2. Enter the user name and password in the large text box

    3. Select Create a Secret Link

    4. Send me the link via email

    NOTE: Once I’ve received the login credentials, I’ll be storing them securely in LastPass.

  • NOTE: Before adding me to your LinkedIn page, we will need to be connected via our LinkedIn profiles.

    1. Sign into your LinkedIn account

    2. Go my LinkedIn profile (here)

    3. Click Connect

    4. Once I’ve accepted the connection, go to your LinkedIn Company Page and click the Admin Tools dropdown at the top of your page

    5. Click Manage Admins

    6. Click the +Add Admin button

    7. Type in my name and select my member profile from the menu that appears

    8. Select the correct permissions role (for assessment purposes I’ll need at least an Analyst role)

    More info available here

  • NOTE: if you have a Brand account, you can use channel permissions to add or remove access to your channel.

    To add a user:

    1. Go to studio.youtube.com (or click here)

    2. Click Settings (on the left-hand side)

    3. Click Permissions, then Invite, and enter my email address (arielle@ariellemae.com)

    4. Click Access and select the permissions level (Manager-level access is needed for assessment purposes)

    For more information, click here

  • You can share access to your login credentials via LastPass or One Time. Instructions for both are below.

    Send login credentials securely via LastPass:

    1. Log into LastPass and find the login credentials you want to share, then click the Share icon (looks like two people)

    2. Enter my email address (arielle@ariellemae.com)

    3. Select Share

    Click Share Share login credentials securely via One Time:

    1. Go to the One Time website (here)

    2. Enter the user name and password in the large text box

    3. Select Create a Secret Link

    4. Send me the link via email

    NOTE: Once I’ve received the login credentials, I’ll be storing them securely in LastPass.

  • Facebook is a bit of a different animal, so you’ll find instructions on all things Facebook in the section below!

 

Facebook

Thanks to their ever-changing platform (insert fist shaking in Zuckerberg’s general direction here), the steps needed in order to share access to your various Facebook-related assets can be tricky. If you get stuck anywhere or have questions, please feel free to reach out via email. I’m happy to hop on Zoom and we can walk through the process together!

 

  • NOTE: As of late 2021, just about everyone has been moved to Facebook Business Suite. Because of this, the instructions here are for Business Suite.

    1. Go to business.facebook.com and log into your account

    2. Click Settings in the bottom left corner of your dashboard

    3. Click More Business Settings (this opens the standard Business Manager Settings dashboard)

    4. Under Users (on the left side), click People. (It might already be open by default)

    5. Click the blue button labeled Add

    6. Enter my email address (arielle@ariellemae.com), and toggle Admin Access to the On position. (This will save you from having to add me to assets one at a time)

    7. Select Next

    8. Click Invite (the blue button in the corner)

  • Please follow the instructions for Facebook Business Suite/Manager to share access to your Facebook Ad Account.

    NOTE: The Ad Center and Ads Manager are two separate Facebook assets. (Ads Manager is what we’ll want to use).

    If you aren’t sure which you’ve been using to run your ads, get in touch with me and we can walk through it together.

  • Please follow the instructions for Facebook Business Suite/Manager to share access to your Facebook Pixel.

  • Please follow the instructions for Facebook Business Suite/Manager to share access to your Facebook Page.

 

Website

 

    1. Log into your Squarespace account

    2. Go to Settings, then Permissions

    3. Click Invite Contributor

    4. Enter my name and email address (arielle@ariellemae.com)

    5. Select the level of permissions. For assessment purposes, I will need at least Analytics-level access. If you’d like assistance building your website, making changes, adding tracking tags, etc. please set the permissions level to Administrator.

    More info available here

    1. Log into your Wordpress website and select Users from the lefthand sidebar

    2. Click Add New

    3. Enter a username and my email (arielle@ariellemae.com)

    4. Select the role (Editor-level permissions are required for auditing purposes, Admin access is required if you’d like help adding tracking tags, making content edits, or managing other website-related tasks).

    1. Sign into your Wix account and go to Roles & Permissions

    2. Click Invite People

    3. Enter my email address (arielle@ariellemae.com)

    4. Check the box next to the Website Manager role

    5. Click Send Invite

    More info is available here.

  • How to add a user:

    1. Sign into your Shopify account

    2. Go to Settings (in the bottom left corner)

    3. Open Users and Permissions on the left side panel

    4. Click Add Staff

    5. Enter my email address (arielle@ariellemae.com)

    6. Assign the role/permissions (for any website support tasks, I will likely need store management access)

    For more information, click here.

    If your Shopify plan does not allow you to add any additional users, you can share login credentials with me securely via LastPass.

 

Google Suite

 

  • Follow these instructions to add a new user to your GA3 and GA4 (Google Analytics) account:

    1. Sign into your Google Analytics account

    2. Go to Admin (in the bottom left corner of your screen)

    3. Under the first column labeled Account, open Account Access Management

    4. Click the blue + button in the top right corner and select Add Users

    5. Enter my email address (arielle@ariellemae.com)

    6. If I’ll be performing assessment tasks on your account, select the Editor role. If you’d like help in making any updates to your account or configuring additional tracking measures, events/goals/etc., select the Administrator role.

    7. Click Save

    For more information, click here.

  • Add a new user:

    1. Sign into your Google Ads account

    2. In the upper right corner click the tools icon, then under Setup click Access and Security

    3. Click the blue + button

    4. Select the Standard access level and enter my email address (arielle@ariellemae.com)

    5. Click Send Invitation

    For more information, click here.

  • Add a new user:

    1. Sign into your Search Console account

    2. Go to Settings, then Users and Permissions

    3. Click Add User

    4. Enter my email (arielle@ariellemae.com) and select the Full User permission level. (If you need help in linking your Google Analytics and Search Console accounts, I will need Owner-level access)

    5. Select Save

    For more information, click here.

 

Miscellaneous

 

  • To add a new user:

    1. Sign into your account and go to Settings

    2. Select Users and Social Profiles, then click Invite New Team Members

    3. Enter my email address (arielle@ariellemae.com) and select the various profiles you’d like me to have access to

    4. Click Send Invite

    For more information, click here.

    NOTE: If your account level does not allow you to add new users, you can share login credentials securely via LastPass.

  • Add a new user:

    1. Sign into your Salesforce account

    2. From Setup, in the Quick Find box, enter “Users”, then select Users

    3. Click New User

    4. Enter my email (arielle@ariellemae.com)

    5. If required, select a Role

    6. Select a User License

    7. Select a profile, and if desired, configure the user’s approver settings

    8. Check the box for Generate New Password and Notify User Immediately

    For more information, click here.

  • Don’t see the platform you’re looking for?

    Please email me and let’s chat!