Step 1: Log In to Google Tag Manager

1. Go to Google Tag Manager.

2. Sign in using your Google account.

3. Navigate to the correct GTM Account where you’d like to add users.

Step 2: Add ClearGlance as a User

1. In the Admin panel, under the Account column, click User Management.

2. Click the + icon in the top right corner, then select Add users.

3. Enter the following email address:
   analytics@clearglance.com

4. Set Account Permissions:

   • Administrator — Full access, including managing users and account settings.

   • User — Limited access to view and edit tags, triggers, and variables.

5. Click Invite — we’ll receive an email notification to accept access.

To Modify or Remove Users (Optional)

• Edit permissions:
  Go to Admin → User Management (under Account or Container), select the user, update their permissions, and click Save.

• Remove a user:
  In User Management, find the user, click Remove, then Save to confirm.

Step 1: Log In to Google Ads

1. Go to Google Ads.

2. Sign in using the Google account connected to your ad campaigns.

Step 2: Navigate to Access and Security

1. In the top navigation, click the Tools & Settings icon.

2. Under Setup, select Access and Security.

3. Click the blue plus (+) button to add a new user.

4. Enter the following email address:
   analytics@clearglance.com

5. Under Access level, select Administrator to grant full account access.

6. Click Send Invitation.

   Once we accept the invitation, you’ll receive a confirmation notification in your account.

To Revoke or Modify Access (Optional)

• Revoke an invitation:
  Go to Access and Security, find the pending invite, and click Revoke in the Actions column.

• Edit permissions:
  Locate the user in Access and Security, select their name, and adjust their access level as needed.

Step 1: Log In to Google Search Console

1. Go to Google Search Console.

2. Sign in with the Google account that has owner access to your website.

Step 2: Select Your Property

1. From the property dropdown in the top-left corner, select the website you want to share access for.

‍ ‍

Step 3: Add ClearGlance as a User

1. In the left-hand menu, click Settings → Users and Permissions.

2. Click the Add User button (top-right).

3. Enter the following email address:
   analytics@clearglance.com

4. Under Permission Level, select Full (Owner-level access is optional if required).

5. Click Add.

To Modify or Remove Access (Optional)

• Edit user permissions: Go to Settings → Users and Permissions, select the user, and adjust their access level.

• Remove a user: Click the Remove option next to their email in the users list.

Step 1: Log In to Your Admin Dashboard

1. Go to yourwebsite.com/wp-admin/ (replace yourwebsite.com with your actual domain).

2. Log in using your administrator credentials.

   ** If you don’t have admin access, contact your website manager or hosting provider to obtain it.

Step 2: Add a New User

1. In your WordPress dashboard, navigate to Users → Add New from the left-hand menu.

Step 3: Enter User Details

• Username: ClearGlance

• Email: analytics@clearglance.com

• Send Notification: Check the “Send User Notification” box to ensure we receive an email invitation.

Step 4: Grant Administrator Access

Under the Role dropdown, select Administrator.

This ensures we have full permissions to configure analytics tracking, integrations, and technical updates as needed.

Step 5: Create the New User

1. Click Add New User.

2. We’ll receive an email to securely set up our password and log in.

Step 1: Log In

1. Go to Facebook Business and select your business account.

Step 2: Navigate to People

1. Click ⚙️ Settings → Users → People → Invite People.

Step 3: Add ClearGlance

1. Enter the following email address:
   laurenglancy7@gmail.com

2. Select Admin access (recommended for pixel and events management).

3. Click Next.

‍ ‍

Step 4: Assign Assets

1. Ad Accounts: Grant Manage (or at least Standard) access.

2. Data Sources (Pixels/Datasets):

   • Select your Pixel or Dataset.

   • Grant Admin access.

Step 5: Send Invitation

1. Click Invite.

   Once we accept the invitation, we’ll have the access needed to manage tracking and ad performance.

Step 1: Log In to Shopify

1. Go to your Shopify admin at yourstore.myshopify.com/admin (replace yourstore with your actual store name).

2. Sign in using your store owner or admin credentials.

   ** If you don’t have admin access, contact the store owner to grant it.

Step 2: Add a Staff Account

1. In the left-hand sidebar, go to Settings → Users and Permissions.

2. Click Add staff account.

Step 3: Enter User Details

• First Name: ClearGlance

• Last Name: (Optional)

• Email: analytics@clearglance.com

• Check “Send invite email” so we receive an email to access the store.

Step 4: Grant Permissions

1. Scroll through the permissions list and select the following (or full permissions if possible):

   • Analytics

   • Apps and Integrations

   • Online Store → Themes, Blog posts, Pages

   • Orders, Products, Customers (if needed for tracking or integrations)

   2. Click Send Invite.

Step 5: Confirm Access

1. ClearGlance will receive an invitation email to securely log in and access your Shopify store.

To Modify or Remove Access (Optional)

• Edit staff permissions: Go to Settings → Users and Permissions, select the staff account, and adjust permissions.

• Remove a staff account: Click Remove staff next to the user in the Users list.