[RECIPE] Tighten up your account

security
Last Updated / Reviewed: May 3rd, 2020

Goal: To properly and securely store, share, assign, and revoke access to your tools
and accounts.

Pre-requisites or requirements: This recipe covers user-management to some tools

that you might not be using. If that is the case you can skip those SOPs.

Why this is important: If access to your accounts isn’t properly accounted for and
managed, you can easily lose track who has access to critical information and tools for
your or your clients’ business, while also being more vulnerable to hacking.

When this is done: These SOPs cover both the initial setup process that you only need
to perform once and the ongoing instructions that you will perform every time you want
to add/remove someone from having access to your accounts.

Who does this: Everyone in the organization including the business owner.

Click here to get the most up-to-date version of this SOP

❏ Step 1 - Set up a Password Management Tool

Outcome: You and your team are using a password management tool to store your
passwords and share them (when necessary) with each other.

❏ Step 2 - Securely assign and revoke access to your

Google Products

Outcome: You are using an organization profile to manage user access to your Google
products.

❏ Step 3 - Securely assign and revoke access to your

Facebook Assets

Outcome: You are using a Facebook Business Manager to centralize de user-

management for your Facebook Assets, and have properly assigned the right
permissions to each of your team members or agency.

Click here to get the most up-to-date version of this SOP

 ❏ Step 4 - Identify and implement the best Google Ads
user management solution for your business

Outcome: You know whether or not you’ll need a Google Ads Manager account, and if
you do, you have set it up and properly configured user access for everyone in your
team or agency.

Click here to get the most up-to-date version of this SOP