Onboarding

Please follow the instructions for the services included in your package or requested by our team. You only need to complete the sections that apply to you.

Having trouble?
If anything looks different, is missing or you're unsure what access to give, send us a screenshot and we'll help. Please don't create any new accounts, Pixels/Datasets or tracking assets unless we've asked you to.

  • You’ll need admin/full control of your Meta Business Portfolio to complete these steps.

    1. Go to Meta Business Settings:
      https://business.facebook.com/latest/settings

    2. Make sure the correct Business Portfolio is selected.

    3. Before continuing, check that your Business Portfolio contains the assets you already use:

      • Facebook Page

      • Ad Account

      • Pixel / Dataset

      • Instagram Account

      • Catalogue / Commerce Account, if applicable

    4. Go to Users → Partners.

    5. Click Add → Give a partner access to your assets.

    6. Enter our 40 & Co Business Portfolio ID:

    2146775465583733

    1. Select your assets and give us the following access:

    Ad Account

    • Manage campaigns / Ads

    • View performance / Insights

    Facebook Page

    • Manage ads

    • View performance / Insights

    Pixel / Dataset

    • Full control

    Instagram Account

    • Manage ads

    • View performance

    Catalogue / Commerce Account

    • Full control, where applicable

    1. Click Assign assets to finish.

    Full Marketing Partnership clients: Please give us Full Control where available so we can manage everything included within your service.

    Something missing?

    Please do not create a new Ad Account, Pixel/Dataset or other asset without checking with us first.

    If an existing asset isn’t showing, it may be owned by another Business Portfolio. Send us a screenshot of what you can see and we’ll advise you on the next step.

    1. Go to:
      https://ads.google.com/nav/selectaccount

    2. Select the Google Ads account connected to your business.

    3. Find your 10-digit Customer ID. It will look like: 123-456-7890

    4. Send this number to the 40 & Co team.

    We’ll then send a request from our Google Ads Manager Account. Please accept this when it arrives.

    If we ask you to add us as users directly

    Go to Admin → Access and security and add:

    fortyandcomaster@gmail.com
    fortyandcoteam@gmail.com

    Please give the access level requested by the 40 & Co team.

    1. Go to: https://analytics.google.com/

    2. Select the Analytics property connected to your live website.

    3. Go to Admin → Property Access Management.

    4. Click + → Add users.

    5. Add:

    fortyandcomaster@gmail.com — Administrator

    fortyandcoteam@gmail.com — Editor

    1. Click Add.

    1. Go to: https://tagmanager.google.com/

    2. Select the account and container connected to your live website.

    3. Go to Admin → Container → User Management.

    4. Click + → Add new users.

    5. Add:

    fortyandcomaster@gmail.com

    fortyandcoteam@gmail.com

    1. Give both users Publish permissions.

    2. Click Invite.

  • If you sell products online and use Google Shopping, we’ll normally need access to your Merchant Center.

    1. Go to:
      https://merchants.google.com/

    2. Select the Merchant Center account connected to your website/product feed.

    3. Go to Settings → People and access / Access and services.

    4. Add:

    fortyandcomaster@gmail.com

    fortyandcoteam@gmail.com

    1. Give the requested access, including the permissions needed to manage products and view performance.

    2. Send the invitations.

    If you’re unsure whether you have a Merchant Center account, let us know and we’ll help you check.

  • Please do not send us your Shopify password. We’ll access your store securely through Shopify Collaborator access.

    We need two things from you:

    1. Your Shopify Store URL

    Please send us your .myshopify.com URL.

    It will look similar to:

    your-store-name.myshopify.com

    2. Your Collaborator Request Code

    1. Log in to your Shopify Admin.

    2. Go to Settings → Users.

    3. Find your 4-digit Collaborator Request Code.

    4. Send the code to the 40 & Co team.

    Once we have both your .myshopify.com Store URL and Collaborator Request Code, we’ll send you a secure Shopify Collaborator request.

    You’ll then receive a request from us which needs to be approved.

  • Please add us as a user to your email marketing platform rather than sharing your password.

    Klaviyo

    1. Log in to Klaviyo.

    2. Click your account name in the bottom-left corner.

    3. Go to Settings → Users.

    4. Click Add new user.

    5. Add clients@fortyandco.com

    6. Select the role we've requested — normally Manager, unless we require Admin access.

    7. Click Add User.

    Omnisend

    1. Log in to Omnisend.

    2. Go to Account Settings → Users.

    3. Click Add user.

    4. Add clients@fortyandco.com

    5. Select the role we've requested - normally Manager, unless we require Admin access.

    6. Give us access to the relevant store.

    7. Click Confirm.

    Other Email Platforms

    If you use another email marketing platform, please invite us as a user with access to:

    • Campaigns

    • Automations / Flows

    • Audiences / Lists / Segments

    • Signup forms

    • Reporting & Analytics

    If your email platform is managed through Shopify, or you're unsure what access to give us, let us know and we'll confirm what we need.

    Please don't send us your email platform password. If direct login access is required, we'll arrange for it to be shared securely.

  • Please share your main brand/media folder with:

    fortyandcomaster@gmail.com

    fortyandcoteam@gmail.com

    Google Drive, Dropbox or OneDrive are all fine.

    Where available, please include:

    • Logos

    • Brand guidelines

    • Product photography

    • Lifestyle photography

    • Videos / Reels

    • User-generated content (UGC)

    • Previous adverts

    • Promotional graphics

    • Testimonials / reviews

    The more quality creative we have access to, the more we have available to use and test within your marketing.

    1. Go to: https://business.facebook.com/latest/settings

      1. Make sure the correct Business Portfolio is selected.

      2. Go to Users → Partners.

      3. Click Add → Give a partner access to your assets.

      4. Enter our 40 & Co Business Portfolio ID: 2146775465583733

      5. Select your Facebook Page.

      6. Give 40 & Co Full Control, including Page management.

      7. Click Assign assets.

      If your Facebook Page is connected to Instagram, please also share the Instagram Account with us during the same process.

      If either account is missing from your Business Portfolio, send us a screenshot and we’ll advise you on what to do.

  • Some Instagram features require direct account access and cannot be fully managed through Meta Business Suite or third-party tools.

    This can include:

    • Interactive Stories

    • Polls, questions and countdowns

    • Adding certain links/features

    • Engagement and community management

    • Account settings

    Please do not send your Instagram password by email, Slack, WhatsApp or photo.

    If direct access is required, the 40 & Co team will arrange for the login details to be shared securely through Keeper, our password management system.

    When we first log in, Instagram may send you a login approval or security notification. Please approve this when requested.