Guide to Sharing Digital Access with Your Marketing Agency

Google My Business

To share access to your Google My Business (GMB) account with your digital marketing agency, follow these steps:

Sign In: Log into your Google My Business account.
Navigate to Users: Once you're logged in, locate and click on the “Users” button from the menu found on the left side of the dashboard. This may appear as an icon that resembles a person or group of people.
Invite New Users: In the Users section, click on the “Invite new users” icon, which typically looks like a plus (+) sign next to a person's silhouette.
Add Email Address: Enter the email address of the agency representative who will manage your account. Make sure this is their Google account email if they are to access Google My Business.
Select Role: Choose the appropriate role for your agency. Google offers several roles:
- Owner: Full access to the account with the ability to add other users.
- Manager: Can do most of the tasks an owner can except adding or removing users.
- Site Manager: Has limited capabilities, mainly around editing information and communicating with customers.
Send Invitation: Once you’ve selected the role, send the invitation by clicking “Invite.” The invited user will receive an email with a link to accept the invitation.
Confirmation: After the agency accepts the invitation, they will have access to your GMB account according to the permissions associated with their assigned role.

Google My Business Login

Local Service Ads (LSA)

To share access to your Local Services Ads (LSA) account with your digital marketing agency, follow these steps:

Sign In: Log into your Local Services Ads account.
Access the Settings: Once logged in, go to the main menu (usually accessed through the gear icon) and select "Manage Users" or "Account Settings.
Invite New Users: In the "Manage Users" or similar section, there will be an option to "Add User" or "Invite New User." Click this to proceed.
Enter Email Address: You will need to enter the email address of the agency representative you wish to give access to. It's important that this email address is associated with a Google account, as they will need to sign in with it.
Enter Email Address: You will need to enter the email address of the agency representative you wish to give access to. It's important that this email address is associated with a Google account, as they will need to sign in with it.
Assign Role: Choose a role for your agency. Typically, Local Services Ads provide a couple of roles:
- Admin: This role usually has full control over the account, including the ability to manage users and handle billing.
- Manager: This role may have access to manage campaigns and view reports but might not have access to billing or user management settings.
Send Invitation: After selecting the role, send the invitation. The agency representative will receive an email inviting them to manage the Local Services Ads account.
Agency Accepts Invitation: The invited agency will need to accept the invitation by clicking on a link in the email. Once accepted, they'll have access to the LSA account as per the permissions of the role you assigned.

Local Service Ads Login

google ads manager

To share access to your Google Ads account with your digital marketing firm, you can follow these straightforward steps:

Log into Google Ads: Sign in to your Google Ads account
Access Account Settings: Once logged in, click on the tools icon in the upper right corner (it looks like a wrench), then select "Account access" under the “Setup” column.
Invite Users: In the "Account access" section, you'll see a blue "+" button or a link labeled "Plus", which allows you to invite new users. Click this to proceed.
Enter Email Address: Input the email address of your digital marketing firm's representative. This should be the email address associated with their Google account.
Choose an Access Level: Assign a role to the new user. Google Ads offers several access levels:
- Email only: Can receive reports and alerts via email without having access to the account.
- Read only: Can view campaigns and settings but cannot make any changes.
- Standard: Can view and edit campaigns, but cannot change access levels or invite new users.
- Admin: Full access to the account, including the ability to manage users and access billing information.
Assign Role: Choose a role for your agency. Typically, Local Services Ads provide a couple of roles:
- Admin: This role usually has full control over the account, including the ability to manage users and handle billing.
- Manager: This role may have access to manage campaigns and view reports but might not have access to billing or user management settings.
Send Invitation: After choosing the appropriate role, click “Send invitation.” The representative from your digital marketing firm will receive an email with instructions to accept the invitation.
Acceptance by the Agency: The agency needs to accept the invitation by following the link provided in the email. Once they accept, they will have access to your Google Ads account according to the permissions of their assigned role.

Google Ads Manager Login

Yelp Business

To share access to your Yelp Business Account with your digital marketing firm, follow these steps:

Log into Yelp for Business: Sign into your account
Access Account Settings: Navigate to the "Account Settings" section, which can typically be found in the top-right menu under your business name.
Select User Managemen: In the Account Settings menu, look for "User Management" or a similarly titled option. This is where you can manage who has access to your Yelp business account.
Add a New User: Click on "Add User" or "Invite New User". You will be prompted to provide details about the new user.
Enter Email Address: Input the email address of the representative from your digital marketing firm whom you want to grant access to.
Assign a Role: Yelp generally offers several roles with varying levels of access:
- Account Owner: Full access to all features and settings, including the ability to manage other users.
- Manager: Can respond to reviews, manage photos, and view analytics, but cannot manage user access.
- Role Limited to Specific Tasks: Some businesses set up custom roles with specific permissions, depending on the business's needs.
Send Invitation: After filling out the necessary information and selecting the appropriate role, send the invitation. The person you are inviting will receive an email with instructions on how to accept the invitation and access the Yelp Business Account.
Confirmation by the Recipient: The invitee must follow the instructions in the email to accept the access invitation. Once accepted, they can start managing the Yelp account according to the permissions associated with their role.

Yelp Business Login

Legal Case Manager Helpful Tips

To share access to your legal case management software with your digital marketing agency, you'll want to follow a general set of steps. The specifics can vary based on the software you're using, but here's a broad guideline that should fit most systems:

Review the Software's User Policy: Before adding any new users to your legal case management software, review the terms of service and user policy to ensure that sharing access is permissible and determine what level of access is appropriate to share with your marketing agency.
Log into Your Account: Start by logging into your legal case management software with your administrative credentials.
Navigate to User Management: Locate the section of the platform where you can manage user access. This is often found in settings under sections like "Users," "Team," "Account," or "Access Management.
Evaluate Access Needs: Decide what level of access your digital marketing agency requires. Typically, case management systems may offer various roles such as:
- Administrator: Full access to all features, settings, and data.
- Standard User: Access to create, edit, and view certain files and data but restricted from administrative settings.
- Limited User: Can view files and data relevant to marketing efforts but cannot edit or delete anything.
Create a New User Account: Select the option to create a new user or "Add User." Enter the necessary information for the agency's representative, such as their name and email address.
Assign Roles and Permissions: Choose a role for the new user that matches the level of access they need. You might also be able to customize permissions if your software allows this, ensuring they only have access to the relevant areas for their work.
Send Invitation: Most systems will require you to send an invitation to the new user's email. They will need to accept the invitation to gain access.
Confirm Setup: Communicate with your agency to confirm they have received the invitation and are able to access the necessary parts of the system. Provide any necessary training or information to help them navigate the software.

Call a Strategist to Learn More

Website Domain

To share access to your law firm's website with your digital marketing agency, you can follow these general steps. Keep in mind that the specifics may vary depending on the website management platform you're using (such as WordPress, Wix, Squarespace, etc.), but the overall process is usually similar:

Log Into Your Website Admin Panel: Start by logging into the backend or admin panel of your website. This is typically where you manage content, settings, and user permissions.
Navigate to User Management: Look for a section dedicated to user management, often found under settings like "Users," "Team," "Account," or "Access Management."
Add a New User: There should be an option to add a new user. This might be labeled "Add User," "Create New Account," "Invite User," etc.
Enter User Details: You’ll need to input the email address and possibly the name of the person you're giving access to. Some platforms may also require you to set up a temporary password for the new user.
Select the Role and Permissions: Assign a role to the new user. Common roles include:
- Administrator: Has full access to all aspects of the site.
- Editor: Can add, edit, and publish pages or posts, but can't change website settings.
- Contributor: Can write and manage their own posts but cannot publish them.
- Subscriber: Can only manage their profile.
Send Invitation: Many systems will send an email to the new user with instructions on how to log in or a link to set their password.
Confirm Access: Ensure that the invited user follows the instructions to log in and verify that they have the appropriate level of access.
Provide Necessary Information: Share any important information or guidelines about your site management, including style guides, branding instructions, or any particular dos and don’ts.
Troubleshooting Tips:
‍- Invitation Not Received: Check to make sure the email address was entered correctly. Ask the user to check their spam or junk mail folder. If the email still can’t be found, try resending the invitation.
- Incorrect Permissions: If the user reports that they don’t have the access they need, double-check the role and permissions you assigned to ensure they are appropriate. Adjust as needed.
- User Cannot Log In: Confirm they are using the correct URL for the admin panel. If they have forgotten their password, most systems offer a "Forgot Password" feature they can use to reset it.
- Security Concerns: Always ensure that the users you add are trusted, especially with high-level access roles. Use strong, unique passwords for all admin accounts and consider implementing two-factor authentication (2FA) for additional security.By following these steps and keeping these troubleshooting tips in mind, you can effectively manage access to your law firm's website, enabling your digital marketing agency to contribute to your site while maintaining security and control.

Email a Strategist to Learn More

Legal Directories

Sharing access to your law firm’s profiles on legal directories typically involves adding users or managing team member permissions directly through each directory’s platform. While the specific steps can vary slightly depending on the directory, here's a general guideline that you can follow for most legal directories like Avvo, Martindale-Hubbell, Justia, FindLaw, and others:

Log into the Legal Directory: Start by logging into your account on the legal directory's website where you manage your firm's profile.
Navigate to Account Settings: Look for an area of the site labeled something like "Account," "Settings," "Profile Management," or similar. This section typically houses user management and access controls.
Access User Management: Within the settings menu, find the option for managing team members, users, or account permissions. This might be labeled as "Team Members," "Manage Users," "User Roles," etc.
Add a New User: There is usually an option to "Add User," "Invite User," or "Add Team Member." Click on this to proceed with adding a new user.
Enter User Details: You will need to provide details for the person you want to grant access to. This often includes their name and email address. Some directories might also ask for the user's role or position within the firm.
Assign Roles and Permissions: Select the appropriate role for the new user. Roles could vary, but common ones include:
- Administrator: Full access to manage the profile and other users.
- Editor: Can edit the firm’s profile and respond to reviews or inquiries.
- Viewer: Has the ability to view the profile data and analytics but cannot make changes.
Send Invitation: Most legal directories will send an invitation via email to the new user. They must accept this invitation to activate their access.
Confirm and Train: Once the new user has accepted the invitation and logged in, confirm that they can access the necessary features. Provide any necessary training or guidelines specific to managing your directory profile.
Troubleshooting Tips:
- Non-receipt of Invitation: Ensure the email address entered is correct. Have the invitee check their spam or junk mail folder. Resend the invitation if necessary.
- Incorrect Permissions: If a user reports incorrect or insufficient access, review the roles and permissions assigned to them and adjust as necessary.
- User Login Issues: Guide the user through the password reset process if they're having trouble logging in. Check to ensure their account is activated properly.
- Security Measures: Regularly review who has access to your directory listings to ensure all entries are current and secure. Remove access for individuals who no longer need it or have left the organization.
These general steps should help you manage access across various legal directories efficiently and securely. Each platform might have its nuances, so it’s also a good idea to refer to specific help resources or customer support for the directory in question if you encounter unique issues or settings.

Email a Strategist to Learn More

How to share access with my Marketing Agency

Google My Business

Local Service Ads (LSA)

google ads manager

Meta

Linkedin

Yelp Business

Legal Case Manager Helpful Tips

Website Domain

Legal Directories

Transform your firm

ELEVATE

Your

Voice

above the

Noise

grind in the basement,
dominate from the penthouse.

How to share access with my Marketing Agency

Google My Business

Local Service Ads (LSA)

google ads manager

Meta

Linkedin

Yelp Business

Legal Case Manager Helpful Tips

Website Domain

Legal Directories

Transform your firm

ELEVATE

Your

Voice

above the

Noise

grind in the basement,dominate from the penthouse.

grind in the basement,
dominate from the penthouse.