Client Onboarding

Visit Google Ads

Go to business.google.com/in/google-ads and sign in

Send us your Ads ID

Find the Google Ads ID Number in the top left corner and send it to us

Accept our access request

Go to Admin → Access and Security → Managers tab and accept the manager link request

Visit Tag Manager

Go to tagmanager.google.com and sign in

Open settings & add user

Click the ⚙️ icon on your account, then "Add users"

Share with Administrator access

Add seo@brandastic.com → check Administrator → click Invite

Visit Google Analytics

Go to analytics.google.com → ⚙️ Admin panel (lower left)

Go to Account Access Management

Under the Account column, select Account Access Management

Add us as Administrator

Click + Add users → enter seo@brandastic.com → select Administrator → click Add

Visit Search Console

Go to search.google.com/search-console

Open Users and Permissions

Click ⚙️ Settings → Users and permissions → Add user

Add with Full permission

Enter seo@brandastic.com → select Full permission → click Add

Visit Meta Business Suite

Go to business.facebook.com/settings and sign in

Go to People

Navigate to Settings → People and click "Add People"

Add Brandastic as a Partner

Go to Settings → Business Partners → Add → enter our Business ID:

Assign Ad Account & Pages

After adding us as a partner, assign access to your Ad Account, Facebook Page, and Instagram Account with Manage Campaigns permission

Share Meta Pixel

Go to Data Sources → Pixels → select your pixel → Add People → add seo@brandastic.com

Ensure Instagram is a Business or Creator account

Go to Instagram → Settings → Account → switch to Professional Account if not already

Connect to Facebook Page

Make sure your Instagram is connected to your Facebook Business Page in Meta Business Suite

Grant access via Meta Business Suite

In Business Settings → Instagram Accounts → Add People → add seo@brandastic.com

Visit TikTok Business Center

Go to business.tiktok.com and sign in

Add Brandastic as a Partner

Go to Partners → Add Partner and enter our Business Center ID:

Brandastic Inc

Share Ad Account access

Under Ad Accounts, assign our member access to your ad account with Advertiser permissions

Share TikTok Pixel (if set up)

Go to Assets → Events → Web Events → share pixel access with our member

Add us as Page Admin

Go to your LinkedIn Company Page → Settings → Manage Admins → add justin@brandastic.com as Super Admin

Share Campaign Manager access (if running ads)

Go to LinkedIn Campaign Manager → Account Settings → Manage Access → add justin@brandastic.com as Account Manager

Google Business Profile (formerly Google My Business)

Go to business.google.com → sign in as the owner → select your business → Users (or People and access) → Add users → enter seo@brandastic.com → role Manager → send invite. If you have multiple locations, add us on each one we manage.

Yelp for Business

Go to biz.yelp.com → Account Settings → User Management → invite seo@brandastic.com with full access

Log in to WordPress admin

Go to yoursite.com/wp-admin (or your custom admin URL) and sign in with an account that can manage users

Open Users → Add New

In the left menu click Users → Add New User (or Add New)

Create the Brandastic user

Use these details:

• Username: brandastic (or brandastic-seo)
• Email: seo@brandastic.com
• Role: Administrator
• Check Send the new user an email about their account so we get the invite / password reset

Click Add New User / Add User

Confirm we can log in

If your host uses extra security (Wordfence, 2FA, IP allowlists, custom login URL), whitelist seo@brandastic.com or email us the login URL + any extra steps so we can actually access the dashboard

Shopify store?

Use the dedicated Shopify page: audit.brandastic.com/shopify (also /onboarding/shopify). This Website step stays for WordPress / hosting.

Other CMS (Wix, Squarespace, Webflow, custom)

Email seo@brandastic.com your platform name and we'll send exact invite steps. Or invite seo@brandastic.com as an admin/editor from your site settings if the option is obvious

Domain / DNS access (optional)

Share domain registrar access (GoDaddy, Namecheap, Cloudflare) only if we need subdomains, DNS records, or ownership verification

Visit DoorDash Merchant Portal

Go to merchants.doordash.com and sign in

Add us as a team member

Go to Settings → Team Management → Add Member → enter seo@brandastic.com with Admin or Manager role

Share Sponsored Listings / Ads access

Ensure our account has access to Promotions and Sponsored Listings sections so we can manage ad campaigns

Send us your Store ID(s)

Share your DoorDash Store ID so we can identify and manage the correct locations

Visit Instacart Ads Manager

Go to ads.instacart.com and sign in

Add us as a team member

Go to Settings → User Management → Invite User → enter seo@brandastic.com with Admin access

Grant campaign management access

Ensure our account can manage Sponsored Products, Display Ads, and view Analytics / Reporting

Share your Brand / Advertiser ID

Send us your Instacart Advertiser ID so we can confirm we're managing the correct account

Visit Microsoft Advertising

Go to ads.microsoft.com and sign in

Invite us to your account

Go to Tools → Account Access → Invite User → enter seo@brandastic.com → select Super Admin or Standard User role

Or link to our Manager Account

Go to Accounts → Link to Manager Account and enter our Manager Account ID (ask your account manager for this)

Share your Microsoft Ads Account Number

Send us your Account Number and Customer ID from the top of your Microsoft Ads dashboard

UET Tag access (if set up)

Ensure we have access to your UET (Universal Event Tracking) tag for conversion tracking

Log in to Mailchimp

Go to login.mailchimp.com and sign in to your account

Go to Account & Billing

Click your profile icon or name in the top right corner and select Account & billing

Navigate to Users

Click the Settings drop-down and select Users

Invite Brandastic

Click Invite A User → enter seo@brandastic.com in the email field

Set User Level

Choose Manager or Admin so we have the permissions needed to build and send campaigns

Send the Invite

Add an optional message, then click Send Invite — we'll accept it on our end

Visit Google Merchant Center

Go to merchants.google.com and sign in with the account that owns your product feed

Open Account access

Click the settings gear → Account access (or People & access, depending on your Merchant Center version)

Add Brandastic as a user

Click + Add user → enter seo@brandastic.com → set access level to Admin (preferred) or at least Standard → Send invite

Link to Google Ads (if not already linked)

In Merchant Center go to Settings → Linked accounts → Google Ads and link the Google Ads account you shared with us. Approve any pending link requests on both sides.

Send us your Merchant Center ID

Copy the Merchant Center ID from the top of Merchant Center (or Settings → Account information) and email it to seo@brandastic.com

Confirm product data sources stay active

Make sure your primary product feed / Content API source is approved and not suspended so we can manage Shopping and Performance Max product ads

Open Local Services Ads

Go to ads.google.com/localservices, sign in, and select the correct LSA business profile

Open Access and security

In the left menu go to Admin → Access and security (or open Access and security)

Invite Brandastic with Administrative access

Click the + button → enter seo@brandastic.com → set access level to Administrative (needed for budget, bidding, users, and lead management) → Send invitation

Link our Google Ads manager account (recommended)

LSA manager linking runs through Google Ads. Complete the Google Ads step and accept any manager-link request from Brandastic under Admin → Access and security → Managers

Confirm Google Business Profile is connected

Your LSA profile should be tied to the correct GBP location. If you haven't already, also complete the Yelp / GBP step and add seo@brandastic.com as a GBP Manager

Send us your LSA account details

Email seo@brandastic.com your business name as shown in LSA, service area / locations, and the Customer ID if shown (often the same Google Ads-style ###-###-#### ID). Tell us if Google Guaranteed / Screened is already approved

Open Seller Central

Go to sellercentral.amazon.com and sign in as the account owner (or someone who can manage users)

Invite Brandastic as a user

Go to Settings → User Permissions (or Account → User Permissions) → Add User → enter seo@brandastic.com → send the invite

Set the right permissions

After the invite, open Manage Permissions for seo@brandastic.com and grant at least:
• Inventory — View & Edit (listings, A+ / content as needed)
• Advertising — View & Edit (Sponsored Products / Brands / Display)
• Reports & Analytics — View (Business Reports, Brand Analytics if available)
• Orders — View only unless we need more for ops support
Do not give primary account / banking / tax settings unless your Brandastic contact asks.

Amazon Ads Console (if separate)

Go to advertising.amazon.com → Access and settings (or Administration) → invite seo@brandastic.com with campaign manager access on the correct ad profile / marketplace

Brand Registry (if you have a brand)

In Brand Registry, add seo@brandastic.com with a role that can manage brand content / A+ as needed. Skip if you are not brand-registered yet.

Send us store details

Email seo@brandastic.com your seller name, marketplace(s) (e.g. Amazon.com), main ASINs or storefront URL, and whether you need ads, listing/content, or full store help. Tell us once the invite is sent so we can accept it.

Log in to Klaviyo

Go to klaviyo.com/login and sign in to the account that owns your email/SMS

Open Settings → Users

Click your organization name (bottom left) → Settings → Users (under Account)

Add a new user

Click Add user (or Invite) → enter seo@brandastic.com

Set the right role

Choose Manager or Admin so we can manage campaigns, flows, lists/segments, templates, and reporting. Do not use a view-only role.

Send the invite

Send the invitation — we’ll accept it on our end. Reply to your Brandastic contact once it’s sent.

SMS (if you use it)

If Klaviyo SMS is on, confirm our user can view and edit SMS flows/campaigns. If SMS lives in Attentive, Postscript, or another tool, invite seo@brandastic.com there too and tell us which platform.

Open Users in Shopify admin

Sign in as owner (or user manager). Go to Settings → Users (sometimes labeled Users & permissions).

Copy the collaborator access code

Click Security. Click the 4-digit code to copy it. Only Partners with this code can request access. You can Generate new code anytime — old codes stop working.

Send Brandastic the code + store URL

Email info@brandastic.com with:
• Store URL (e.g. your-store.myshopify.com)
• The 4-digit collaborator access code
We’ll submit a collaborator request from our Shopify Partner account.

Approve the request in Users

You’ll get an email + Shopify Home notification. Open Settings → Users, review the request, set permissions (themes, content, apps, relevant settings), then Accept. Reject anytime if needed.

Security notes

Partners need two-step authentication. Don’t share your owner password. Collaborator access can expire after 90 days inactive — you can reactivate us later.

Alternate: staff invite

Settings → Users and permissions → Add staff → invite info@brandastic.com → grant theme/content/apps permissions. Collaborator code flow is still preferred.