Setup & Access to Vital Accounts

At Sun Digital Marketing, we understand the importance of secure and efficient setup of digital marketing tools and platforms. Setting up or granting access to these tools properly ensures that your campaigns are managed effectively and your data remains secure. Below, we provide an overview of the essential steps for setting up or granting access, along with links to the native help resources of each platform for the most up-to-date information.

Secure Sharing of Access:

  • Use Official Channels: Always use the platform’s official method for granting access. Avoid sharing personal login credentials.
  • Assign Appropriate Roles: Each platform allows you to assign specific roles that come with different levels of permissions. Ensure that you assign roles that provide enough access to manage tasks without compromising security.
  • Multi-Factor Authentication: Enable multi-factor authentication (MFA) for an added layer of security, ensuring that access to your accounts is protected against unauthorized use.

Setting Up Vital Accounts:

  1. Google Tools (Analytics, Ads, My Business, etc.):
    • Google Account Setup: Create a Google account or use an existing one to access all Google services.
    • Granting Access: Use the admin panel in each Google service to add users and set permissions.
    • Google Support
  2. Microsoft Tools (Bing Ads, Places for Business):
    • Microsoft Account Setup: Similar to Google, a single Microsoft account gives access to all Microsoft services.
    • Access Management: Use the Microsoft Advertising platform to manage access and roles.
    • Microsoft Advertising Help
  3. Social Media Platforms (Facebook, LinkedIn, YouTube):
    • Page and Account Creation: Set up business pages/accounts on each platform.
    • Role Assignment: Each platform has its own method for role assignment in the business or advertising management sections.
    • Facebook Help, LinkedIn Help, YouTube Help

Project Management & Hosting:

  • WordPress: Set up your user account on your WordPress website and add users with specific roles.

For any assistance with setting up or managing account access, or if you need tailored advice on best practices for your specific needs, do not hesitate to reach out to Trevor or Jon at Sun Digital Marketing. We’re here to help ensure that your account setup is smooth, secure, and strategically aligned with your marketing goals.