CLIENT ACCESS
Give us access
Find your package below and follow the steps. You’ll only ever be inviting or approving us. We never need your passwords.
CLIENT ACCESS
Give us access
Find your package below and follow the steps. You’ll only ever be inviting or approving us. We never need your passwords.
CLIENT ACCESS
Give us access
Find your package below and follow the steps. You’ll only ever be inviting or approving us. We never need your passwords.
Only what applies
Complete only the sections that apply to your package.
Only what applies
Complete only the sections that apply to your package.
Don’t create anything new
Please don’t create new accounts, Pixels/Datasets or tracking assets unless we ask you to.
Don’t create anything new
Please don’t create new accounts, Pixels/Datasets or tracking assets unless we ask you to.
Something looks different?
Send us a screenshot if a screen looks different or something is missing, and we’ll point you in the right direction.
Something looks different?
Send us a screenshot if a screen looks different or something is missing, and we’ll point you in the right direction.
What do you need to give us access to?
Tap a card to jump straight to the steps.
What do you need to give us access to?
Tap a card to jump straight to the steps.
What do you need to give us access to?
Tap a card to jump straight to the steps.
01
Facebook & Instagram Ads
Needed for: Facebook Ads packages
You’ll need admin or full control of your Meta Business Portfolio.
1
Open Meta Business Settings.
2
Check the right Business Portfolio is selected, and that it contains your Facebook Page, Ad Account, Pixel/Dataset, Instagram Account and, if you have one, your Catalogue/Commerce Account.
3
Go to Users → Partners → Add → Give a partner access to your assets.
4
Enter our Business Portfolio ID:
Forty & Co Business Portfolio ID
2146775465583733
5
Grant access to each asset:
• Ad Account – manage campaigns/ads, view insights
• Facebook Page – manage ads, view insights
• Pixel/Dataset – full control
• Instagram Account – manage ads, view performance
• Catalogue/Commerce Account (if you have one) – full control
6
Click Assign assets.
Full Marketing Partnership clients should grant Full Control wherever it’s available. If an asset is missing, it may belong to a different Business Portfolio. Send us a screenshot and we’ll advise.
Struggling to assign us?
If you can’t assign us for any reason, email oscar@fortyandco.com and we’ll help you get it sorted.
01
Facebook & Instagram Ads
Needed for: Facebook Ads packages
You’ll need admin or full control of your Meta Business Portfolio.
1
Open Meta Business Settings.
2
Check the right Business Portfolio is selected, and that it contains your Facebook Page, Ad Account, Pixel/Dataset, Instagram Account and, if you have one, your Catalogue/Commerce Account.
3
Go to Users → Partners → Add → Give a partner access to your assets.
4
Enter our Business Portfolio ID:
Forty & Co Business Portfolio ID
2146775465583733
5
Grant access to each asset:
• Ad Account – manage campaigns/ads, view insights
• Facebook Page – manage ads, view insights
• Pixel/Dataset – full control
• Instagram Account – manage ads, view performance
• Catalogue/Commerce Account (if you have one) – full control
6
Click Assign assets.
Full Marketing Partnership clients should grant Full Control wherever it’s available. If an asset is missing, it may belong to a different Business Portfolio. Send us a screenshot and we’ll advise.
Struggling to assign us?
If you can’t assign us for any reason, email oscar@fortyandco.com and we’ll help you get it sorted.
01
Facebook & Instagram Ads
Needed for: Facebook Ads packages
You’ll need admin or full control of your Meta Business Portfolio.
1
Open Meta Business Settings.
2
Check the right Business Portfolio is selected, and that it contains your Facebook Page, Ad Account, Pixel/Dataset, Instagram Account and, if you have one, your Catalogue/Commerce Account.
3
Go to Users → Partners → Add → Give a partner access to your assets.
4
Enter our Business Portfolio ID:
Forty & Co Business Portfolio ID
2146775465583733
5
Grant access to each asset:
• Ad Account – manage campaigns/ads, view insights
• Facebook Page – manage ads, view insights
• Pixel/Dataset – full control
• Instagram Account – manage ads, view performance
• Catalogue/Commerce Account (if you have one) – full control
6
Click Assign assets.
Full Marketing Partnership clients should grant Full Control wherever it’s available. If an asset is missing, it may belong to a different Business Portfolio. Send us a screenshot and we’ll advise.
Struggling to assign us?
If you can’t assign us for any reason, email oscar@fortyandco.com and we’ll help you get it sorted.
1
Go to Google Ads and find your 10-digit account number. If you can’t see it, click the account icon in the top right.
2
Send that number to us so we can add your account to our Google manager account.
3
We’ll send you an access request. When the email arrives, just accept it.
When Google asks what access to give us, assign us admin access. If Google asks you to add users directly instead, go to Admin → Access and security and add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com as admins.
1
Go to Google Ads and find your 10-digit account number. If you can’t see it, click the account icon in the top right.
2
Send that number to us so we can add your account to our Google manager account.
3
We’ll send you an access request. When the email arrives, just accept it.
When Google asks what access to give us, assign us admin access. If Google asks you to add users directly instead, go to Admin → Access and security and add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com as admins.
1
Go to Google Ads and find your 10-digit account number. If you can’t see it, click the account icon in the top right.
2
Send that number to us so we can add your account to our Google manager account.
3
We’ll send you an access request. When the email arrives, just accept it.
When Google asks what access to give us, assign us admin access. If Google asks you to add users directly instead, go to Admin → Access and security and add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com as admins.
03
Google Analytics
Needed for: Marketing Partnership and Google Ads packages
1
Go to Google Analytics and select the property for your live website.
2
Go to Admin → Property Access Management, then click + → Add users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (Administrator).
03
Google Analytics
Needed for: Marketing Partnership and Google Ads packages
1
Go to Google Analytics and select the property for your live website.
2
Go to Admin → Property Access Management, then click + → Add users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (Administrator).
03
Google Analytics
Needed for: Marketing Partnership and Google Ads packages
1
Go to Google Analytics and select the property for your live website.
2
Go to Admin → Property Access Management, then click + → Add users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (Administrator).
1
Go to Google Tag Manager and select the account and container for your live website.
2
Go to Admin → Container → User Management, then click + → Add new users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including Publish permission.
1
Go to Google Tag Manager and select the account and container for your live website.
2
Go to Admin → Container → User Management, then click + → Add new users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including Publish permission.
1
Go to Google Tag Manager and select the account and container for your live website.
2
Go to Admin → Container → User Management, then click + → Add new users.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including Publish permission.
05
Google Merchant Center
Needed for: If you sell products through Google Shopping
1
Go to Google Merchant Center and select your account.
2
Go to Settings → People and access (or Access and services).
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including managing products and viewing performance.
4
Send the invitations.
05
Google Merchant Center
Needed for: If you sell products through Google Shopping
1
Go to Google Merchant Center and select your account.
2
Go to Settings → People and access (or Access and services).
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including managing products and viewing performance.
4
Send the invitations.
05
Google Merchant Center
Needed for: If you sell products through Google Shopping
1
Go to Google Merchant Center and select your account.
2
Go to Settings → People and access (or Access and services).
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access, including managing products and viewing performance.
4
Send the invitations.
06
Google Search Console
Needed for: If you have Search Console set up
1
Go to Google Search Console and select your website’s property.
2
Go to Settings → Users and permissions, then click Add user.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (choose Owner if you can, otherwise Full).
06
Google Search Console
Needed for: If you have Search Console set up
1
Go to Google Search Console and select your website’s property.
2
Go to Settings → Users and permissions, then click Add user.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (choose Owner if you can, otherwise Full).
06
Google Search Console
Needed for: If you have Search Console set up
1
Go to Google Search Console and select your website’s property.
2
Go to Settings → Users and permissions, then click Add user.
3
Add fortyandcomaster@gmail.com and fortyandcoteam@gmail.com and assign us admin access (choose Owner if you can, otherwise Full).
07
Shopify
Needed for: Full Marketing Partnership
Please don’t send us your Shopify password.
1
Send us your .myshopify.com store URL.
2
In your Shopify admin, go to Settings → Users. Find your 4-digit Collaborator Request Code and send it to us.
3
You’ll get a Collaborator request from us. Approve it.
07
Shopify
Needed for: Full Marketing Partnership
Please don’t send us your Shopify password.
1
Send us your .myshopify.com store URL.
2
In your Shopify admin, go to Settings → Users. Find your 4-digit Collaborator Request Code and send it to us.
3
You’ll get a Collaborator request from us. Approve it.
07
Shopify
Needed for: Full Marketing Partnership
Please don’t send us your Shopify password.
1
Send us your .myshopify.com store URL.
2
In your Shopify admin, go to Settings → Users. Find your 4-digit Collaborator Request Code and send it to us.
3
You’ll get a Collaborator request from us. Approve it.
08
Email platform
Needed for: Marketing Partnership
Please don’t share your password. Invite us as a user instead.
1
Invite this email address as a user:
Invite us as a user
clients@fortyandco.com
2
Klaviyo: click your account name (bottom-left) → Settings → Users → Add new user, then choose the role we’ve asked for (usually Manager).
3
Omnisend: go to Account Settings → Users → Add user, choose the role (usually Manager) and give access to the relevant store.
4
Using another platform? Give us access to campaigns, automations/flows, audiences/lists/segments, signup forms and reporting.
If we need login access to your platform, we’ll arrange it securely with you.
Stuck on this one?
If you’re struggling to give us access, email oscar@fortyandco.com and we’ll help you get it sorted.
08
Email platform
Needed for: Marketing Partnership
Please don’t share your password. Invite us as a user instead.
1
Invite this email address as a user:
Invite us as a user
clients@fortyandco.com
2
Klaviyo: click your account name (bottom-left) → Settings → Users → Add new user, then choose the role we’ve asked for (usually Manager).
3
Omnisend: go to Account Settings → Users → Add user, choose the role (usually Manager) and give access to the relevant store.
4
Using another platform? Give us access to campaigns, automations/flows, audiences/lists/segments, signup forms and reporting.
If we need login access to your platform, we’ll arrange it securely with you.
Stuck on this one?
If you’re struggling to give us access, email oscar@fortyandco.com and we’ll help you get it sorted.
08
Email platform
Needed for: Marketing Partnership
Please don’t share your password. Invite us as a user instead.
1
Invite this email address as a user:
Invite us as a user
clients@fortyandco.com
2
Klaviyo: click your account name (bottom-left) → Settings → Users → Add new user, then choose the role we’ve asked for (usually Manager).
3
Omnisend: go to Account Settings → Users → Add user, choose the role (usually Manager) and give access to the relevant store.
4
Using another platform? Give us access to campaigns, automations/flows, audiences/lists/segments, signup forms and reporting.
If we need login access to your platform, we’ll arrange it securely with you.
Stuck on this one?
If you’re struggling to give us access, email oscar@fortyandco.com and we’ll help you get it sorted.
09
Media & creative assets
Needed for: All clients
1
Share your main brand or media folder (Google Drive, Dropbox or OneDrive) with fortyandcomaster@gmail.com and fortyandcoteam@gmail.com.
2
Include everything you have: logos and brand guidelines; product, lifestyle and customer (UGC) photos; videos and Reels; previous ads and promotional graphics; and testimonials, where you have them.
09
Media & creative assets
Needed for: All clients
1
Share your main brand or media folder (Google Drive, Dropbox or OneDrive) with fortyandcomaster@gmail.com and fortyandcoteam@gmail.com.
2
Include everything you have: logos and brand guidelines; product, lifestyle and customer (UGC) photos; videos and Reels; previous ads and promotional graphics; and testimonials, where you have them.
09
Media & creative assets
Needed for: All clients
1
Share your main brand or media folder (Google Drive, Dropbox or OneDrive) with fortyandcomaster@gmail.com and fortyandcoteam@gmail.com.
2
Include everything you have: logos and brand guidelines; product, lifestyle and customer (UGC) photos; videos and Reels; previous ads and promotional graphics; and testimonials, where you have them.
Stuck, or something looks different?
Send us a screenshot of what you’re seeing and we’ll point you in the right direction.
Stuck, or something looks different?
Send us a screenshot of what you’re seeing and we’ll point you in the right direction.
Stuck, or something looks different?
Send us a screenshot of what you’re seeing and we’ll point you in the right direction.