How-To Guides

Step-by-step instructions for adding an agency as a user in Mailchimp, Constant Contact, HubSpot and Klaviyo, plus when Google Workspace access makes sense.

Step-by-step instructions for giving a marketing agency or freelancer access to your social media accounts using partner and admin roles, without ever sharing a…

How to add an agency as a Manager on your Google Business Profile and invite users on Yelp, Bing Places and Apple Business, while…

Step-by-step instructions for giving an agency access to Google Ads, GA4, Search Console, Tag Manager, Meta ads and Microsoft Advertising without sharing a password.

Step-by-step instructions to give your agency or developer access to WordPress, Hostinger, GoDaddy, Wix, Squarespace, Cloudflare and Namecheap, with the right access level and…

A step-by-step DIY guide for owners: choosing a domain and hosting, builder vs WordPress, the four pages you need, photos, mobile checks, basic SEO,…

Every platform a small business uses has a way to invite your agency with its own login. Here is why that beats sharing a…

How to give an agency or freelancer access to Shopify, WooCommerce, Wix Stores or Squarespace Commerce with the right permissions, without sharing your password.