{"slug":"recipe-019-tighten-up-your-account-security","title":"Tighten up your account security","tags":["source:clickminded","type:recipe","server:clickminded-sop","tighten","account","security"],"agent_summary":"Recipe 019: Tighten up your account security If access to your accounts isn’t properly managed, you can easily lose track who has access to critical information and tools for your or your clients’ bus","trigger_phrases":["tighten up your account security","how to tighten up your account security"],"runnable":false,"markdown":"\r\nRecipe 019: Tighten up your account security\r\n\r\nIf access to your accounts isn’t properly managed, you can easily lose track who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.\r\n\r\n__Last Updated / Reviewed:__ 05/17/2022\r\n\r\n__🚀 Goal:__ To properly and securely store, share, assign, and revoke access to your tools and accounts.\r\n\r\n__🤔 Why this is important:__ If access to your accounts isn’t properly accounted for and managed, you can easily lose track of who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.\r\n\r\n__🗓️ When this is done:__ These SOPs cover both the initial setup process that you only need to perform once and the ongoing instructions that you will perform every time you want to add/remove someone from having access to your accounts. \r\n\r\n__👨 Who does this:__ Everyone in the organization including the business owner. \r\n\r\n__⚠️Prerequisites or requirements: __This recipe covers user-management to some tools that you might not be using. If that is the case you can skip those SOPs. \r\n\r\n[__Click here to get the most up-to-date version of this Recipe__](https://members.clickminded.com/recipe/019)\r\n\r\n## Step 1 - Set up a Password Management Tool\r\n\r\nClick here to view this SOP 037: Getting started with team password management ([web version](https://members.clickminded.com/sop/037/))\r\n\r\nOutcome: You and your team are using a password management tool to store your passwords and share them (when necessary) with each other.\r\n\r\n## Step 2 - Securely assign and revoke access to your Google Products\r\n\r\nClick here to view this SOP 064: How to manage user access for Google Analytics 360 Products (Google Analytics, and Google Tag Manager) ([web version](https://members.clickminded.com/sop/064/))\r\n\r\nOutcome: You are using an organization profile to manage user access to your Google products.\r\n\r\n## Step 3 - Securely assign and revoke access to your Facebook Assets\r\n\r\nClick here to view this SOP 062: Grant Access to Facebook/Meta Business Manager ([web version](https://members.clickminded.com/sop/062/))\r\n\r\nOutcome: You are using a Facebook Business Manager to centralize de user-management for your Facebook Assets, and have properly assigned the right permissions to each of your team members or agency.\r\n\r\n## Step 4 - Identify and implement the best Google Ads user management solution for your business\r\n\r\nClick here to view this SOP 063: How to perfectly manage user access for Google Ads accounts ([web version](https://members.clickminded.com/sop/063/))\r\n\r\nOutcome: You know whether or not you’ll need a Google Ads Manager account, and if you do, you have set it up and properly configured user access for everyone in your team or agency.","html":"

Recipe 019: Tighten up your account security

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If access to your accounts isn’t properly managed, you can easily lose track who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.

\n

Last Updated / Reviewed: 05/17/2022

\n

🚀 Goal: To properly and securely store, share, assign, and revoke access to your tools and accounts.

\n

🤔 Why this is important: If access to your accounts isn’t properly accounted for and managed, you can easily lose track of who has access to critical information and tools for your or your clients’ business, while also being more vulnerable to hacking.

\n

🗓️ When this is done: These SOPs cover both the initial setup process that you only need to perform once and the ongoing instructions that you will perform every time you want to add/remove someone from having access to your accounts.

\n

👨 Who does this: Everyone in the organization including the business owner.

\n

__⚠️Prerequisites or requirements: __This recipe covers user-management to some tools that you might not be using. If that is the case you can skip those SOPs.

\n

Click here to get the most up-to-date version of this Recipe

\n

Step 1 - Set up a Password Management Tool

\n

Click here to view this SOP 037: Getting started with team password management (web version)

\n

Outcome: You and your team are using a password management tool to store your passwords and share them (when necessary) with each other.

\n

Step 2 - Securely assign and revoke access to your Google Products

\n

Click here to view this SOP 064: How to manage user access for Google Analytics 360 Products (Google Analytics, and Google Tag Manager) (web version)

\n

Outcome: You are using an organization profile to manage user access to your Google products.

\n

Step 3 - Securely assign and revoke access to your Facebook Assets

\n

Click here to view this SOP 062: Grant Access to Facebook/Meta Business Manager (web version)

\n

Outcome: You are using a Facebook Business Manager to centralize de user-management for your Facebook Assets, and have properly assigned the right permissions to each of your team members or agency.

\n

Step 4 - Identify and implement the best Google Ads user management solution for your business

\n

Click here to view this SOP 063: How to perfectly manage user access for Google Ads accounts (web version)

\n

Outcome: You know whether or not you’ll need a Google Ads Manager account, and if you do, you have set it up and properly configured user access for everyone in your team or agency.

\n"}