Goal:
To properly and securely store, share, assign, and revoke access to your tools and accounts.
To properly and securely store, share, assign, and revoke access to your tools and accounts.
Prerequisites or requirements:
This recipe covers user-management to some tools that you might not be using. If that is the case you can skip those SOPs.
Why this is important:
If access to your accounts isn’t properly accounted for and managed, you can easily lose track of who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.
If access to your accounts isn’t properly accounted for and managed, you can easily lose track of who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.
When is this done:
These SOPs cover both the initial setup process that you only need to perform once and the ongoing instructions that you will perform every time you want to add/remove someone from having access to your accounts.
These SOPs cover both the initial setup process that you only need to perform once and the ongoing instructions that you will perform every time you want to add/remove someone from having access to your accounts.
Who does this:
Everyone in the organization including the business owner.
Everyone in the organization including the business owner.
Step 1 - Set up a Password Management Tool
Outcome: You and your team are using a password management tool to store your passwords and share them (when necessary) with each other.
Step 2 - Securely assign and revoke access to your Google Products
Outcome: You are using an organization profile to manage user access to your Google products.
Step 3 - Securely assign and revoke access to your Facebook Assets
Outcome: You are using a Facebook Business Manager to centralize de user-management for your Facebook Assets, and have properly assigned the right permissions to each of your team members or agency.
Step 4 - Identify and implement the best Google Ads user management solution for your business
Outcome: You know whether or not you’ll need a Google Ads Manager account, and if you do, you have set it up and properly configured user access for everyone in your team or agency.