How to Share Marketing Platform Access with SGA

WordPress is the most common website platform in dentistry. To check: add /wp-admin to the end of your website address. If a login page appears, you're on WordPress.

1. Go to yourpractice.com/wp-admin and log in.
2. In the left menu, click Users, then Add New.
3. Fill in the fields:
   • Username: sga-admin
   • Email: xmark6527@gmail.com
   • First Name: SGA  ·  Last Name: Admin
4. Let WordPress generate a password, or create one. You'll share it securely (see the Security section).
5. Check the box: Send User Notification — this emails the login link to SGA.
6. In the Role dropdown, select Administrator.
7. Click Add New User.

Your domain is your web address (e.g. yourpractice.com). It's registered through a company like GoDaddy. The steps below are for GoDaddy — the most common registrar.

1. Go to account.godaddy.com and sign in.
2. Click your name or avatar in the top-right corner, then click Account Settings.
3. In the left menu, click Delegate Access.
4. Click Invite to Access.
5. Enter:
   • Name: SGA Admin
   • Email: xmark6527@gmail.com
6. Under access level, select Products, Domains & Purchases. This is the highest level.
7. Click Send Invite. SGA will accept by email.

Hosting is what keeps your website online. It's often through the same company as your domain.

1. Log in to that company's customer portal.
2. Look for Users, Account Access, Team, or Invite User.
3. Add xmark6527@gmail.com with the highest available permission level.
4. If the host doesn't support multi-user access, call their support line and ask how to add a secondary administrator.

Many dental websites use an accessibility plugin (look for a small person-in-circle icon on your site). Common ones: accessiBe, UserWay, EqualWeb. Only complete the section that matches your plugin.

1. Log in to dashboard.accessibe.com.
2. Go to Team Members and click Invite Team Member.
3. Enter xmark6527@gmail.com with the Admin role. Send the invite.
4. After SGA accepts, go to My Licenses → Manage License, scroll to Add your team members, select SGA, and click Save. Both steps are required.

1. Log in to the UserWay dashboard.
2. Click your avatar → Team Management → Invite Member.
3. Enter xmark6527@gmail.com, select Admin, and turn on all permission toggles.
4. Send the invite.

Common cookie consent tools: CookieYes, Cookiebot, OneTrust. Check your website for a cookie banner to identify which one you use.

1. Log in to the CookieYes dashboard → click your profile icon → Team.
2. Choose your organization from the dropdown.
3. Enter xmark6527@gmail.com, select Admin, click Invite User.

1. Log in to manage.cookiebot.com.
2. Click Manage Subscription → User Management.
3. Enter xmark6527@gmail.com and click Send Invite.

1. Log in to app.onetrust.com → Settings → Users.
2. Click Add User, enter xmark6527@gmail.com.
3. Assign the Administrator system role and save.

Your Facebook Business Page is your practice's public Facebook presence. You must be logged into your personal Facebook account to complete these steps.

1. Go to facebook.com and log in with your personal account.
2. Switch to your Business Page by clicking your profile picture (top-right) and selecting the Page name.
3. Click Settings & Privacy → Settings.
4. In the left menu, click Page Setup, then Page Access.
5. Under "People with Facebook access," click Add New.
6. Search for the name or email linked to xmark6527@gmail.com.
7. Toggle on Full Control.
8. Click Give Access and confirm with your personal Facebook password.
9. SGA receives a notification and email — access activates after they accept.

Meta Business Manager (also called Business Portfolio) is the backend tool that connects your Facebook Page, Instagram, and ad accounts in one place. It lives at business.facebook.com.

1. Go to business.facebook.com and sign in.
2. Click the gear icon (bottom-left) to open Business Settings.
3. In the left sidebar, click People.
4. Click the blue + Add button.
5. Enter email: xmark6527@gmail.com
6. Under "Business Portfolio Access," select Admin access.
7. Click Next. Assign SGA to the relevant assets (Pages, ad accounts) with the highest role for each.
8. Click Invite. SGA must accept the email invitation to activate access.

If your Instagram is linked to your Facebook Page through Meta Business Manager, completing the Meta Business Manager step above likely already covers Instagram. Check the method below that applies to you.

1. Go to business.facebook.com → Business Settings.
2. In the left sidebar under Accounts, click Instagram Accounts.
3. If your Instagram isn't listed, click + Add to connect it.
4. Go to People, find SGA (xmark6527@gmail.com), click their name, then Add Assets.
5. Select your Instagram account and assign the Admin role. Save.

1. Open Instagram on your phone and go to your practice's profile.
2. Tap the three-line menu (top-right) → Settings and privacy.
3. Tap Account type and tools → Shared Access.
4. Tap Invite, enter SGA's Instagram username (provided by your Market Manager).
5. Select the role Admin and tap Invite.

YouTube is mid-way through a system update. Use Method 1 (YouTube Studio) — it's the current recommended path.

1. Go to studio.youtube.com and sign in with the Google account that owns the channel.
2. In the left sidebar, click Settings → Permissions.
3. Click Invite.
4. Enter xmark6527@gmail.com and select the role Owner.
5. Click Done, then Save. SGA has 30 days to accept before the invite expires.

1. Go to myaccount.google.com and switch to your Brand Account (the one linked to YouTube).
2. Click Manage permissions → person+ icon.
3. Enter xmark6527@gmail.com, select Owner, click Invite. SGA has 7 days to accept.

TikTok business access is managed through TikTok Business Center at business.tiktok.com. SGA will set up a TikTok for Business account using xmark6527@gmail.com before you start this step.

1. Go to business.tiktok.com and log in.
2. In the left navigation, click Members (under Users).
3. Click Add Members.
4. Enter xmark6527@gmail.com and select the role Admin.
5. Click Next. In the access section, allow access to all assets for full control.
6. Click Save. SGA accepts via email.

Your Google Business Profile controls what shows when patients search for your practice on Google Maps or Google Search.

1. Go to business.google.com and sign in.
2. In the left panel, click More (three dots or additional menu).
3. Select Business Profile settings → People and access.
4. Click Add.
5. Enter xmark6527@gmail.com and select Owner.
6. Click Invite. You'll receive a confirmation when SGA accepts.

GA4 tracks visitor traffic on your website. If you're not sure whether your site has it, your webmaster or the agency that built your site would know.

1. Go to analytics.google.com and sign in.
2. Click the gear icon (Admin) in the bottom-left.
3. In the Account column, click Account Access Management.
4. Click the blue + icon → Add users.
5. Enter xmark6527@gmail.com and check Administrator.
6. Click Add. Access is granted immediately — no acceptance needed.

Google Tag Manager manages tracking codes on your website. Skip this section if you're not sure whether your site uses it — your Market Manager will follow up.

1. Go to tagmanager.google.com and sign in.
2. Click the Admin tab at the top.
3. In the Account column, click User Management.
4. Click the blue + button → Add users.
5. Enter xmark6527@gmail.com.
6. Under Account Permissions, select Administrator.
7. In the same dialog, set the Container permission to Publish.
8. Click Invite.

Only complete this if your practice runs paid Google ads. If you're not sure, skip it and your Market Manager will follow up.

1. Go to ads.google.com and sign in.
2. Click the gear icon or wrench icon in the left navigation.
3. Select Access and security.
4. On the Users tab, click the blue + button.
5. Enter xmark6527@gmail.com and select Admin.
6. Leave the expiration date blank (permanent access). Click Send invitation.
7. SGA accepts via email before access becomes active.

1. Log in to platform.swellcx.com.
2. Go to Settings → Brand Settings → Users.
3. Click + New User.
4. Fill in: Name: SGA Admin · Email: xmark6527@gmail.com · Role: Company Admin · Location: your practice.
5. Send the invitation. SGA completes account creation via email.

1. Log in to Yext. Click the Account Details icon (bottom-left) → Account Settings → Users.
2. Click + Add Single User.
3. Fill in: First Name: SGA · Last Name: Admin · Email: xmark6527@gmail.com.
4. Under Access Controls, click + Add. Set Role: Account Manager · Scope: Account.
5. Click Apply, then Add User. Access is immediate.

1. Log in to Birdeye. Click Settings (top-right) → Account → Users.
2. Click Add users → Add a single user → Add user.
3. Fill in: First Name: SGA · Last Name: Admin · Email: xmark6527@gmail.com.
4. Assign the practice location (or all locations). Set role to Owner.
5. Keep Send email invite toggled on. Click Add.

Yelp for Business lets you add up to 15 users to manage your listing. Unlike most platforms, there are no permission tiers — anyone you invite gets the same full access the account owner has.

1. Log in to your Yelp for Business account at biz.yelp.com.
2. In the left navigation menu, click User Management.
3. Click Invite a New User (or similar button).
4. Enter the email address: xmark6527@gmail.com
5. Select which business location(s) SGA should have access to.
6. Click Send Invite. SGA will receive an email invitation and can create a Yelp account during acceptance if they don't already have one.

Only complete this if your practice uses a standalone email marketing tool (Mailchimp, Constant Contact, Klaviyo, etc.) that is separate from Dental Intel or your Practice Management Software.

1. Log in to your email marketing platform.
2. Look for Settings → Team, Users, or Account Access.
3. Select Add User, Invite Member, or similar.
4. Enter xmark6527@gmail.com and choose the highest available role (Owner, Admin, or Super Admin).
5. Send the invitation. SGA accepts via email.

If You Must Share a Password

Some older platforms don't have "add by email" access. If you're ever asked to share a login, use one of these two methods instead of email or text:

After You Share Access — Follow-Up Steps

• Keep a simple log. Write down which platforms you shared, the date, and the email used. A printed page in a locked drawer is fine.
• Change shared passwords after role-based access is set up. If you gave SGA a temporary password to get started, change it once they have their own login — their access doesn't depend on yours anymore.
• Turn on two-step verification. Enable it on your Google account, Facebook account, and GoDaddy account. It takes 5 minutes and is the single most effective security step available.
• Review access twice a year. Every January and July, check the Users section of each platform and remove anyone you no longer work with.
• Remove access the same week a relationship ends — vendor, employee, or agency. Don't wait.