Sharing Access to a Google Ads Account

The objective of this SOP is to guide team members on how to share access to a Google Ads account. This will allow them to collaborate and work on the account with other users.

Objective:

The objective of this SOP is to guide team members on how to share access to a Google Ads account. This will allow them to collaborate and work on the account with other users.

Key Steps:

  1. Ensure that you have access to the Creekside Marketing Manager account and the Google Ads account that you want to share.
  2. Navigate to the Admin section of the Creekside Marketing Manager account.
  3. Click on “Access and Security” and then select “Security”.
  4. Scroll down and add the Creekside Marketing Domain. Click “Save”.
  5. Go to the “Users” section and click on “Add another user”.
  6. Repeat step 5 for each email address you want to share the account with.
  7. If you are sharing the account with a customer, click on “Standard” and send an invitation. If you are sharing it with someone within Creekside Marketing, click on “Admin” and send an invitation.
  8. Copy the account number from the invitation.
  9. Go back to the Creekside Marketing account and click on “Accounts”.
  10. Click the blue plus button and select “Link existing account”.
  11. Paste the account number and click “Send Request”.
  12. Go back to the Google Ads account and click on “Managers”.
  13. Accept the request and grant access.
  14. Repeat steps 9-13 for any additional users you want to add.

Cautionary Notes:

  • Make sure you have the necessary permissions and access to both the Creekside Marketing Manager account and the Google Ads account.
  • Double-check the email addresses you are adding to ensure they are correct.
  • Be cautious when granting access to sensitive information or accounts.

Tips for Efficiency:

  • Keep a record of the email addresses you have shared the account with for future reference.
  • Use copy and paste functions to avoid errors when entering account numbers or email addresses.
  • Regularly review and update the list of users who have access to the account to ensure security and accountability.
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