Onboarding

Welcome to Customer Onboarding

Account Instructions

Facebook

If you’re an admin:

  1. Click Settings at the top of your Page.
  2. Click Page Roles in the left column.
  3. Type a name or email in the box and select the person from the list that appears.
  4. Click Editor to select a role from the dropdown menu.
  5. Click Add and enter your password to confirm.
WordPress Site

As an Administrator of a site, you can change other users’ roles by following the steps below.

  1. Head to Users → All Users in your WordPress admin.
  2. Check the box(es) next to user avatar(s).
  3. Using Change role to… dropdown menu, select the new user role(s) you want to assign.
  4. Click Change.
Google Business
  1. Sign in to Google My Business.
  2. If you have multiple locations, open the location you’d like to manage.
  3. Click Users from the menu.
  4. In the top right corner, click the “Invite new managers” icon .
  5. Enter the name or email address of the user you’d like to add.
  6. Select the user’s role by choosing Owner, Manager, or Communications manager.
  7. Click Invite. Invitees will have the option to accept the invitation and immediately become listing owners or managers.
GoDaddy
  1. Log in to your GoDaddy account.
  2. Click this icon in the upper-right corner:
  3. Click Account Settings.
  4. Click Delegate Access.
  5. In the People who can access my account area, click Grant Access.