Help center
Set up your accounts with confidence
Give an agency or freelancer the right access to Google, Meta and your website, set up billing, and keep ownership of everything you pay for. Working with us? Start with your checklist.
Start here
- Before your kickoff call: what to prepareWhat to have ready before your agency kickoff call: your offer, margins, a target cost per lead or sale, competitors, CRM and what's worked before.
- Starting Google Ads with us: your checklistThe access and setup an agency needs to start your Google Ads, in order: account link, billing, GA4, Tag Manager, Search Console and Merchant Center.
- Starting Meta ads with us: your checklistThe setup an agency needs to start your Facebook and Instagram ads, in order: business portfolio, partner access and billing, all owned by you.
- Tracking and website work with us: your checklistThe access an agency needs to set up conversion tracking and landing pages: Tag Manager, GA4, Search Console and your Shopify or WordPress site.
- Give your agency access to Google AdsAccept your agency's manager account link in Admin › Access and security. You keep ownership, and you can unlink the agency at any time.
- Give your agency access to GA4 and link it to Google AdsAdd your agency in GA4 Admin › Access management with the Editor or Marketer role, then link GA4 to Google Ads. You stay the Administrator.
- Give your agency access to Google Tag ManagerAdd your agency in GTM Admin › User Management as an account User with Publish on your container. Google says to keep the account itself in your hands.
- Give your agency access to Search ConsoleAdd your agency in Search Console Settings › Users and permissions as a Full user. Stay the verified owner yourself so you never lose the property.
- Give your agency access to Merchant Center and link Google AdsAdd your agency in Merchant Center Settings › Access and services with Standard access, then link Merchant Center to Google Ads for Shopping ads.
Meta
- Create your Meta business portfolioCreate a business portfolio at business.facebook.com, the home for your ad account, Page, Instagram and Pixel. Set it up in your name before an agency starts.
- Add your agency as a partner in Meta Business SuiteAdd your agency as a partner in Meta Business Suite and share your ad account, Page, Instagram and Pixel. Partners can't reshare what you own.
Website
- Give your agency collaborator access to ShopifySend your agency the 4-digit collaborator code from Settings › Users › Security, then accept their request. Collaborators don't count toward staff limits.
- Give your agency access to WordPressAdd your agency in WordPress Users › Add New User with its own login, pick the right role, and reassign their posts when you remove them later.
Billing
- Set up Google Ads billing in your nameAdd your own card in Billing › Settings and keep the payments profile in your business name. You pay Google directly; the agency never holds your card.
- Set up Meta ads billing in your nameAdd your own card to your Meta ad account in Billing & payments. You pay Meta directly, set the payment threshold, and the agency never holds your card.
Ownership & safety
- Who should own your ad accounts: you or your agency?Your business should own its ad accounts, Pixel, GA4 and billing. Agencies get access, not ownership. Here's why, and how to check what you own today.
- Remove an agency's or freelancer's accessEnding work with an agency or freelancer? Unlink their Google Ads manager, remove them from GA4, Tag Manager and Search Console, and remove the Meta partner.
No guide matches that search. Try a platform name, such as Google Ads or Meta.