PLATFORM PERMISSIONS 101

HERE’S A HANDY 101 ON HOW TO ADD USERS ON META, LINKEDIN, GOOGLE ADS & YOUTUBE. A VERY PARTICULAR SET OF SKILLS WHICH SHOULD BE PART OF ANY DIGITAL MARKETERS REPERTOIRE.

META ADS (META & INSTA)

FIRST THINGS FIRST – HOW DO I LOG IN?

Finding where to log into Business Manager can be a bit of a pain, here’s the link https://business.facebook.com/settings

FINDING YOUR BUSINESS ID

For Meta (Meta & Insta), you’ll need your business ID. This corresponds with and can be found in your Business Manager and can be used to share information or permission.

To find your Business ID, go to the top left-hand corner and select Business Portfolio Info.

and just under Business Information you should find your business manager ID.

HOW DO I ADD A PARTNER TO MANAGE MY META ASSETS?

There often comes a time when you need to add a partner such as an agency to manage your Meta account. Below we’ll take you through the steps to do this easily.

First off navigate back to the panel on the left hand side > Partners > Add > Give a partner access to your assets

Then voila! you can enter the Business Manager ID you have been given by your agency or partner.

To share assets with your new Partner, simply click on their name, then click “assign assets”. You can then proceed to assign permission levels to each asset you want to share.

HOW DO I ADD USERS TO META BUSINESS MANAGER?

When adding people to your Business Manager, within the Users section on the left sidebar, select people > Invite people.

When you add them, you’ll be presented with two options. Basic allows access to assigned accounts and tools. Full Control gives full control of the account. This includes editing settings, accounts, tools and people.

Under advanced options you’ll find two further account types. Finance Analyst, they can view transactions, payment methods, account spend and invoices. A Finance Editor can edit all this information.

Once you’ve added your appropriates to your Business Manager, you can grant them permissions. These could be for ad accounts, catalogues or pixels and will be accessed at the level you assigned, either Basic or Full Control.

It is possible to grant admin access to a person, by selecting the task and toggling to admin access. This can be granted individually to tasks or users.

If you are encountering any uncertainties or challenges with META ADS (Meta & Instagram), seeking assistance from a social media advertising agency in Dubai can provide the support you need.

GOOGLE ANALYTICS 4

Adding users to GA4 is very straightforward. Simply head over to https://analytics.google.com/ and click on the Admin ‘cog’ in the bottom left-hand corner.

If you have the correct admin permissions you’ll see Account Access Management as an option. Once you click on that you will be able to add a user with one of the options available on the screenshot below. 

GOOGLE ADS

FINDING YOUR CUSTOMER ID

Every Google account has a customer ID, which helps you connect your account with other partners and Google services such as Google Analytics.

There are two ways to find your customer ID. The first way refers to accounts that are not connected to a manager account (or MCC). If that’s the case, then you can see your customer ID in the top right corner.

The second way refers to accounts that are connected to a manager account. Sign in to your Google Ads account and navigate to the manager via the top right corner.

From there, navigate to the right hand corner and click on the manager’s name to reveal a drop down of accounts that exist under this manager. Your customer ID will appear to the right of your account’s name.

To add a user, sign in to your Google Ads account. Navigate to the Admin cog on the left side and click on Access and Security.

Click on the blue + sign.

From there, fill in the necessary information that is asked for. This includes the user’s email address, expiration date of access, as well as level of access. Click on Send invitation at the bottom.

Once the recipient has received the invitation, they have 24 hours to accept. You will then receive a notification of this.

YOUTUBE

HOW TO ADD USERS/CHANNEL MANAGERS

Firstly, head over to studio.youtube.com where you’ll find Settings on the bottom left-hand side.

Click Permissions, then Invite. Here you can add the email addresses of those tasked with maintaining the channel. Click Access and you’ll be presented with options for the level of access they’re permitted.

To remove access, follow the same first three steps and click the person you’d like to remove. Shazam, privileges denied.

LINKEDIN

For LinkedIn, Account Managers can manage user permissions and add users to an advertising account through the Campaign Manager tool. They can also remove users and set their access levels.

Add a user and assign permissions: First, you must sign into the LinkedIns Campaign Manager platform. To navigate your way through the platform, use the sidebar on the left of your screen. To add a user to your ad account, make sure the correct account is selected. Drill down into “account setting” and select “Manage Access”. Add a user by searching for their LinkedIn profile, or manage their permissions directly using the toggle displayed next to their name.

You will only be able to add users who have a third-degree connection or less. You can read about degrees of connection here.

To change user permissions:  In the Manage Access Page, find the user in the User Permissions pop-up window. Click the drop down menu to the right of their name, select the appropriate level and click Save changes.

Accepting requests for sponsored content creation: Regardless of the access level already assigned to a user, they still won’t yet be able to create ads on behalf of the company page. A user that wants to create and publish ads via the company page, must specifically request access from within the platform. This request will be delivered as a notification to the personal LinkedIn account of the company page admin and must be accepted.

To remove users: click through Edit > Manage access > locate the user, click Remove the hit Save changes.

Note: to remove Campaign Managers, Creative Managers or Viewers you must be an Account Manager. To remove another Account Manager, you must also be assigned to Billing Admin.

TIKTOK

Assigning members of businesses to your account: Granting access to your TikTok assets can be done via your TikTok Business Manager account, which you can find by logging in here https://business.tiktok.com/select. If you’re granting access to another Business Manager, you can do this by adding their Business ID, otherwise, simply add a user’s email via the “Members” page. To share access with another business, navigate to “Users”, select “Partners”, then proceed to click “Add partner” and enter the Business ID that you’ve been requested to add. You can find your own business ID by navigating to Settings.

Managing asset permissions: Once the business has been added, you must share access to your business assets, such as your ad account, catalog and pixel. Return to the Partners page, then select the newly added business. On the right hand side, under “You’ve shared”, select “Assign to assets”. A new pop up window will appear where you can toggle what assets you’d like to share, and the specific permission for each, as demonstrated on the screenshot below.

SNAPCHAT

Much like on other Paid Social platforms, ad accounts on Snapchat are managed via a Business Manager account. To add users to an add account, first log into Business Manager using the following link https://business.snapchat.com/. From here, you can simply navigate to “Members” on the left hand side of the navigation bar, and proceed to invite a user by adding their email address. Once the user has accepted the invite, they should have access to all of the assets that are hosted on the Business Manager account.

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