Setting Up Google Tag Manager Account for a New Client

Objective:

To create a Google Tag Manager account for a new client and share access with necessary users for efficient tracking and management of website tags.

Key Steps:

1. Navigate to Google Tag Manager website: https://tagmanager.google.com/#/home
2. Click on “Create Account” and enter the client’s company name and website.
3. Select the platform (web) and click create.
4. Scroll down, accept the terms, and confirm the creation of the Google Tag Manager account.
5. Go to the admin section and access user management under the account.
6. Click on the blue plus button to add users.
7. Enter the email addresses of all users who require access to the account.
8. Assign administrator and publish access to each user.
9. Click “Invite” to send the access invitation to the users.
10. Ensure that users working with Facebook ads, Google ads, Google Analytics, and website management have access to the account.
11. At a minimum, invite CreeksideMarketing1@gmail.com and Peterson@CreeksideMarketing1.com.
12. Add any additional users as necessary.

Cautionary Notes:

• Ensure that the correct email addresses are entered for user invitations.
• Double-check the access levels assigned to each user to prevent unauthorized changes.
• Regularly review and update user access as team members change roles or leave the project.

Tips for Efficiency:

• Create a template email with instructions for new users to easily set up their access.
• Keep a record of all users with access to the Google Tag Manager account for reference.
• Conduct periodic audits to ensure that only relevant users have access to the account.