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Guide

Setting Up Accounts and Access

These guides explain how to create an account when one does not exist, or how to add us to an account you already own.

We will tell you which guides apply to your project. Complete the ones on your project list, in any order unless we note otherwise.

Before You Start

You will need a Google account for Google Analytics, Search Console, Tag Manager, Google Ads, and Business Profile. It does not need to use a Gmail address. A business email is usually the better choice because the account remains tied to the business rather than to one person’s inbox.

Set up a Google account with a work address

Before you begin, check these two things:

  • You need owner or administrator rights to invite another user. If you do not have them, ask the person who manages the account to add us or give you the needed access first.
  • If Search Console verification requires a DNS record, identify the person or provider that manages your domain’s DNS. Do not send us a registrar password.

Accounts to Set Up

Create these only when they apply to your project.

AccountGuideWhen you need it
Google accountSet up a Google accountBefore using Google tools
Google Search ConsoleSet up Search ConsoleSearch, SEO, or site-performance work
Google AdsCreate a Google Ads accountPaid-search work
Domain and DNS accountRegister a domain on CloudflareA new site or a planned domain transfer

Your business should remain the owner of every account and domain. We can help with setup, but we should be added as a user rather than made the owner.

Adding Us to Your Accounts

Each guide shows where to add a user, the level we need for that project, and how to remove access later.

ToolAccess we may requestGuide
Google AnalyticsEditor for setup or configuration; Viewer for reporting-only workGrant Analytics access
Google Search ConsoleFull user, added by a property ownerAdd a Search Console user
Google Tag ManagerPublish when we manage live tagsGrant Tag Manager access
Google Business ProfileManagerGrant Business Profile access
WordPressAdministrator when we manage site settings, plugins, or usersGrant WordPress access

Ask before granting a level that seems broader than expected. We can explain what the work requires and, where possible, use a lower level of access.

Keep Access Safe

  • We do not need your password. Add us through the platform’s own user-management tools under our individual login.
  • Keep two-factor authentication enabled. Nothing in these guides requires turning it off.
  • Your business remains the account owner. You can remove our future access later from the same user-management screen. Removing access does not undo work already completed, so ask us if you need help documenting or transferring an active setup.
  • Individual logins make changes easier to trace and help keep account access organized.

If a Screen Looks Different

Platforms regularly rename menus and move settings. If a guide does not match what you see, pause before changing anything on a live account.

Send us a screenshot of the screen and tell us which guide you are following. Do not guess at settings involving billing, ownership, DNS, user removal, or access permissions.

Account Setup

Creating an account that does not exist yet, usually because a previous provider held it.

  1. How to Register a Domain on Cloudflare

  2. updated

    How to Create a Google Ads Account

  3. updated

    How to Set up Google Search Console for Your Website

  4. updated

    How to Set Up a Google Account Using Your Work or Any Email Address

Granting Access

Giving us access to a tool you already own. Nothing here changes who owns anything.

  1. updated

    How to Grant Access to Google Analytics

  2. updated

    How to Grant Access to Google Business Profile

  3. updated

    How to Grant Access to Google Tag Manager

  4. updated

    How to Grant Access to WordPress

  5. updated

    How to Add a User to Google Search Console

Reporting

Turning analytics into a decision. What to look at, how often, and what to ignore.

  1. Understanding Your AI Visibility Report

  2. Understanding Your Monthly Marketing Report

Questions About Any of This?

If a step does not match what you are seeing, ask us before changing anything on a live account.