Google Optimize Access

Properly set up agency access to your client's Google Optimize Account

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SOP

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Send this SOP checklist directly to your client, or walk your client through how to give you Partner Access to their Google Optimize Account

  1. Navigate to the Optimize Accounts page. This can be accessed via the link above, or by selecting the main drop down menu and clicking on"Accounts page"
  2. On the Accounts page, click the Edit permissions icon in the header. This is in-between the + sign and the three vertical dots.
  3. Click on the blue Invite User box
  4. Enter {ACCOUNT MANAGER'S EMAIL} for the email address, and select Admin for the account role
  5. Click the blue Invite Button
  6. Click on the blue Invite User box
  7. Enter {ANALYST'S EMAIL} for the email address, and select Admin for the account role

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