Granting Administrative Rights to Your Marketing Agency

How to Safely Grant Us Access

Thank you for trusting us to review your digital marketing presence! We are excited to dig into your accounts and provide you with actionable insights.

To perform a thorough and accurate audit of your website, campaigns, and data, we need Read-Only access to a few key platforms. This process is 100% secure, requires no passwords, and you can revoke our access anytime.


1. Google Account Access

For a complete picture of your traffic and campaign performance, please grant us access to the following using the dedicated Analyst Email Address (sysadmin@uptur.dk) we will provide you.

Google Analytics (GA4)

  1.  Log in to GA4.
  2. Click Admin (⚙️) in the bottom-left. 
  3. In the Account column, select Account Access Management.
  4. Click the blue + button > Add users.
  5. Enter our Analyst Email. 
  6. Set the role to Viewer.
  7. Click Add.


 

Google Ads (PPC Data)

 Option A: 
  1. Login to your Google Ads Account
  2. Go to Admin
  3. Click 'Access and security'
  4. Click the + sign
  5. Add new users

Option B: Send us your 10-digit Google Ads Customer ID (found in the top-right when logged in). We will send a Manager Link Request that you simply need to approve in Tools & Settings > Access & Security > Managers tab.

 

Google Tag Manager

  1.  Login to Google Tag Manager
  2. Click Admin.
  3. In the Account column, select User Management.
  4. Click the + icon.
  5. Select Add users.


Google's instructions to add users to Google Tag Manager

 

2. Meta (Facebook & Instagram) Access

We use the Meta Business Manager (BM) to review your paid social advertising setup and performance. We only require access to review the data—we will not make any changes.

  • Required Access Level: Analyst or Read-Only access to the Ad Account and Page.

Option A: Give us direct access 

  1. Log into your Meta Business Settings
  2. Go to Settings
  3. Go to Users, then People
  4. Click '+ Invite people'

Option B: Send Us Your Business Manager ID

  1. Log into your Meta Business Settings
  2. Your Business Manager ID (15-16 digits) is located at the top of the screen (or in the Business Info section).
  3. Send this ID to us.
  4. Our Action: We will send a Partner Request to your Business Manager ID.
  5. Your Approval:
    • Go back to Business Settings > Requests > Received.
    • Find our agency's request and click Approve.

You will be prompted to Assign Assets. Please assign your Ad Account and Facebook Page and select the Analyst or View Performance permission level for each.

3. Website/CMS Access (Tracking Audit)

For a technical audit, we need to check if your tracking (like the Google Tag) is installed correctly.

Platform

Recommended Access Method

Access Level Needed

WordPress, Shopify, etc.

Create a New User Account

Editor or Low-level Administrator

Steps:

  1. Log in to your backend.
  2. Navigate to Users > Add New.
  3. Create a username (e.g., [YourAgencyName] Review) and use the Analyst Email we provided. 
  4. Set the role to Editor or the lowest Admin/Staff access level that allows viewing of settings/plugins.

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