From your website and analytics to your domain and ad accounts, there are lots of platforms involved in running your digital setup. Keeping track of who has access (and what level of control they have) is one of the simplest ways to stay secure and organised.
Here’s how to manage it.
Know what platforms you’re using
Every project is slightly different, but common platforms include:
- Webflow (website design and CMS)
- Google Analytics / Google Tag Manager
- Meta (Facebook/Instagram Ads)
- Google Ads
- Domain registrars (GoDaddy, Google Domains, etc.)
- Email marketing tools (Mailchimp, Klaviyo, etc.)
- Cloud storage (Google Drive, Dropbox)
Make a list of which ones you’re using, and who has access to each.
Use proper roles - not shared logins
Most platforms allow you to invite users with specific roles (admin, editor, viewer). Always use these features instead of giving out a shared email and password.
That way, you can:
- See who did what
- Revoke access when someone leaves
- Keep your login details secure
We’ll always ask for proper access - and show you how to remove us when we’re done.
How to check who has access
Each platform has a slightly different process, but you’ll usually find this under:
- Settings or Admin
- Users, People, or Team
- Permissions, Roles, or Collaborators
From there, you can add or remove users, or change access levels.
If you’re not sure where to look, send us the name of the platform - we’ll guide you through it.
Good habits
- Keep access lists updated as your team grows or changes
- Review who has admin rights once a quarter
- Remove old freelancers, interns, or agencies you’re no longer working with
- Use a password manager to store credentials safely
You don’t need to be paranoid. Just organised.
