Integrating Your Marketing Platforms

To maximize the performance and security of your campaigns, it’s essential to provide our team with access to your advertising and CRM platforms. Here’s a comprehensive guide for adding agency users efficiently and securely:

1. Google Ads Account Access

Step-by-Step Instructions:

1. Log in at Google Ads.
2. Navigate to Tools & settings > Access and security in the top menu.
3. Click the + button to invite a new user.
4. Enter the collaborator’s work email address and select an appropriate access level:
   • “Admin” or “Standard” for account management
   • “Read-only” for audit-only access
5. Click Send Invitation.
6. The invited user must accept the invitation via email to finalize access.

Best Practices:

• Review user permissions regularly to ensure only necessary access is granted.
• Disable outdated or unnecessary user accounts as teams change.
• Use account-level permissions rather than sharing master passwords.

Troubleshooting:

• If the invitation isn’t received, check spam folders and verify the email address.
• For MCC/manager accounts, ensure access is assigned at both the parent and individual account levels.

Resource:
Google Ads User Access Help

2. Facebook Business Manager Access

Step-by-Step Instructions:

1. Access Business Manager.
2. Click Business Settings in the left menu.
3. Under Users, select Partners, then Add.
4. Enter your agency’s Business Manager ID (provided by your Evolve Systems contact).
5. Select assets to share (Ad Accounts, Pages, Pixels, Catalogs) and assign appropriate roles (Admin, Advertiser, Analyst, etc.).
6. Save changes. The agency will receive a notification to accept.

Role & Privacy Tips:

• Assign Admin access only to trusted agencies managing sensitive assets or integrations.
• Use Advertiser for campaign creation without billing rights.
• Never share your personal Facebook login or password.

Pixel/Admin Requirements:

• To enable agency management of the Pixel or events, grant access to Pixels under Data Sources.
• Always use Facebook’s roles system—never generic logins for compliance and traceability.

Resource:
Facebook Business Manager Help Center

3. HubSpot Account Access

Step-by-Step Instructions:

1. Log in to your HubSpot portal.
2. Go to Settings (gear icon) > Users & Teams.
3. Click Create User, then enter the user’s email address.
4. Assign the Super Admin role for full permissions, or select custom access based on the agency’s needs (e.g., Marketing, Sales, Settings).
5. Click Next, set team assignment (optional), and send the invitation.

Managing Permissions:

• Only grant the access required by each team; increase permissions only as project needs grow.
• Remove or downgrade roles when responsibilities change or after project completion.
• Review active users regularly for compliance and security.

Resource:
HubSpot User Permissions Guide

4. Access to Other Advertising or CRM Platforms

Platforms like Microsoft Ads, LinkedIn Campaign Manager, Salesforce, and Mailchimp use similar secure invite processes:

• Always invite users via the platform’s official interface.
• Define permission scopes clearly (Admin, Analyst, Viewer, Manager, etc.).
• Remove or update user roles when projects end or teams change.
• Enable two-factor authentication (2FA) where possible.

5. Security & Access Best Practices

• Always use unique user accounts—never share logins.
• Limit permissions strictly to what is necessary (“principle of least privilege”).
• Enable multi-factor authentication (MFA) on all business-critical platforms.
• Set calendar reminders for quarterly access reviews.
• Document all invited users and their access levels for compliance purposes.

6. Troubleshooting Tips

• If a user doesn’t appear after being invited, resend the invitation—checking for typos and the correct email domain.
• For permission errors or denied access, verify and adjust the assigned roles.
• If platforms restrict third-party invites due to region or account settings, review help resources or contact support.

Proactive management of platform access ensures campaign continuity, protects sensitive business data, and keeps all stakeholders aligned. For detailed, up-to-date setup guides, always consult each provider’s official help center or reach out to our technical team for support.