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Access guides for agencies and clients

Step-by-step guides to give or request access to marketing accounts. Each guide was written from the platform’s official help, lists the sources consulted and matches an official Conta Comigo template.

To send to your client

Step-by-step guides for your client to grant access, based on each platform’s official help.

  • Official template: Google Ads + GA4 + GTM

    How to give an agency access to your Google Ads account (manager account)

    Step by step, based on Google’s official help, to link your company’s Google Ads account to the agency’s manager account (MCC): share the customer ID, wait for the request and accept it.

  • Official template: Meta Ads onboarding

    How to add an agency as a partner in your Meta business portfolio

    Step by step, based on the Meta Business Help Center, to add the agency as a partner in your company’s business portfolio, in Meta Business Suite, and assign each asset with the right access.

  • Official template: Google Ads + GA4 + GTM

    How to give an agency access to GA4 and Google Tag Manager

    Based on Google’s official help: where to add the agency (account or property in GA4; account or container in Tag Manager) and which permission to choose without granting more than needed.

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