Granting Access To Google Tag Manager

Goal

To provide authorized access to your Google Tag Manager account to a designated new user, enabling them to manage and implement tracking codes on your website.

Ideal Outcome

A new user successfully obtains the necessary permissions to access and manage your GTM account, enabling them to add or modify pixels and other codes as required.

Prerequisites or Requirements

• Admin Access to GTM Account: Must have administrative rights to the Google Tag Manager account.
• Google Tag Manager Setup: If GTM is not yet set up on your website, follow these SOPs:
  • SOP 004 (web version) for WordPress websites.
  • SOP 065 (web version) for Shopify stores.
  • SOP 066 (web version) for Squarespace sites.

Why This Service?

• Efficient Management: Enables quick and effective implementation of tracking codes and pixels.
• Controlled Access: Grants appropriate level of access to new users while maintaining security and control over your GTM account.
• Collaboration Enhancement: Facilitates collaboration with external teams or agencies on web analytics and marketing initiatives.
• Time-Saving: Reduces the time spent by you on managing tracking code implementations.

When to Use This Service

• New Team Member: When a new employee or team member requires access to implement or manage tracking codes.
• Hiring External Agencies: When contracting with external agencies for marketing, analytics, or website optimization services.
• Expanding Web Analytics Capabilities: Whenever there is a need to enhance your website's tracking and analytics capabilities through GTM.
• Access Control Management: Regularly, to manage and review the access rights of different users.

Process for Granting Access to GTM

• Access Review:

  • Assess current access levels and determine the appropriate level of access for the new user.

• User Invitation:

  • Send an invitation to the new user’s email address directly from the GTM interface.

• Access Level Assignment:

  • Assign appropriate access levels (e.g., user, editor, admin) based on the user's role and responsibilities.

• Verification:

  • Ensure that the user has accepted the invitation and can access the GTM account.

• Guidance and Instructions:

  • Provide necessary instructions and guidelines to the new user for managing tracking codes.

• Security Check:

  • Perform a security check to ensure that the user's access does not compromise the account's integrity.

• Monitoring:

  • Monitor the changes made by the new user, especially during the initial period, to ensure compliance with best practices.

• Feedback and Support:

  • Provide ongoing support and feedback to the new user as required.