Digital Agency / Manager Access Guide

How to securely allow the SUMMERHOUSE team to post, edit, and manage your accounts.

Check out our video guides.

META BUSINESS ASSETS (Instagram & Facebook)

• Official META Guide | About META Partners
• Before you begin: You must have full control of the Business Portfolio
• Allow Access Via Business Manager:
• Go to Business settings.
• Below Users, click Partners.
• Click Add. Select Give a partner access to your assets.
• Enter your partner's business ID (Summerhouse: 160362773641777). Click Next.
• Choose the business assets you want to assign to your partner. For each asset, choose the level of access to give them: full control or partial access. If assigning partial access, choose which tasks you want your partner to work on.
• Click Save changes.

WORDPRESS (SEO, WebDev)

• Official Wordpress Guide
• Before you begin: You must have full control of the website domain or be an administrator
• Visit your site’s dashboard.
• On the left side, go to Users > Add New User.
• Fill out all required fields with your user’s information as well as their role to determine the level of permission (For Summerhouse developers, Administrator roles are required) their account will have. You may also wish to include their first and last name, website, and/or a custom message.
• The Password field will automatically generate and will be sent to the new user via the email address provided. Click the “Generate password” button to create a new one.
• Click the “Add New User” button to send an email invitation to your user.

TIKTOK

• Official TIKTOK Guide
• Step 1: Request TikTok account access
• ​Under Assets, go to TikTok Accounts and click Request access.
• ​Select the scope of access you'd like to request from the TikTok account. Choose from:
• ​Ad delivery with existing posts this means Business Center will be able to authorize its member(s) to:
• ▪Access profile info
• ​Access ad-enabled for ads (meaning the ad authorization toggle is turned on in TikTok)
• ​Access public videos
• ​Ad delivery with LIVE videos this means Business Center will be able to authorize its member(s) to:
• ​Access profile info
• ​Access LIVE videos
• ​Click Generate QR code.
• ​Click Copy QR card to download and share the QR code with the TikTok account owner.
• ​On the TikTok app, the owner of the TikTok account will need to scan the QR code and give TikTok For Business authorization to the account.
• Step 2: Assign Permissions to Business Center Members
• ​From your Business Center, select TikTok accounts under Assets.
• ​Choose a TikTok Account, then click Assign new member.
• ​Tick the check box next to the member(s) you want to authorize and select the level of permission to the TikTok account you want them to have. Once members have access to a TikTok account, they can use it to create Spark Ads on any ad account they have access to.

YOUTUBE

• Official YOUTUBE Guide
• Add access on a computer:
• Go to studio.youtube.com.
• On the left-hand side, click Settings.
• Click Permissions.
• Click Invite and enter the email address of the person you’d like to invite.
• Click Access and select the role you’d like to assign to this person from the table below.
• Click Done.
• Add access on YouTube Studio app:
• Open the YouTube Studio app .
• Tap your profile picture .
• Tap Settings  in the menu.
• Under Channel, tap Permissions.
• Tap Invite and enter the email address of the person you’d like to invite.
• Select the role you’d like to assign to this person from the table below.
• Tap Send invitation.
  

LINK SHARING (LINKTREE / HOO.BE / FANSTORIES)

• SummerHouse recommends using LastPass to securely share passwords.
• By sharing passwords via LastPass, clients can permit access to their account properties while keeping the password safe and revoking access at any time.

GOOGLE CALENDAR

• Official GOOGLE CALENDAR Guide
• Share a calendar with specific people:
• On your computer, open Google Calendar. You can’t share calendars from the Google Calendar app.
• On the left, find the “My calendars” section. To expand it, click the Down arrow .
• Hover over the calendar you want to share, and click More   Settings and sharing.
• Under “Share with specific people,” click Add people.
• Add a person’s or Google group’s email address. Use the drop-down menu to adjust their permission settings. Learn more about access permissions.
• Click Send.
• The recipient will need to click the emailed link to add the calendar to their list. Learn how to add someone else’s calendar.

*Send all invitations to contact@summerhouse.social.