Audit Guide

Below is a list of the platforms we’ll provide insight on through our audit. Please don’t hesitate to contact us if you have any questions about any of the platforms.

Checklist

  • Shopify Access

  • Klaviyo Access

  • Meta (Facebook Business Manager) Access

  • Google Ads Access

  • Google Analytics 4 (GA4) Access

  • Google Search Console Access

  • Attentive Access

Platform Access Instructions

Shopify Access

  1. Log in to your Shopify Admin account.

  2. Navigate to Settings > Users and Permissions.

  3. Click Add Staff or Add User.

  4. Enter the email address: apply@citizengeneva.com.

  5. Assign the following permissions:

    • Orders

    • Products

    • Customers

    • Analytics

    • Reports

  6. Click Send Invite.

Klaviyo Access

  1. Log in to your Klaviyo account.

  2. Go to Account > Settings > Users.

  3. Click Add New User.

  4. Enter the email address: apply@citizengeneva.com.

  5. Select the appropriate role (Manager or Analyst).

  6. Click Send Invite.

Meta (Facebook Business Manager) Access

  1. Log in to your Facebook Business Manager account.

  2. Go to Business Settings.

  3. Under Accounts, select Ad Accounts.

  4. Select the Ad Account you want to grant access to.

  5. Click Assign Partners > Business ID.

  6. Enter our Business Manager ID: will be provided.

  7. Assign the following access levels:

    • View performance

    • Manage campaigns

    • Manage ad account

  8. Assign the following assets:

    • Ad account

    • Facebook page

    • Instagram page

Visual Guide for Assigning Assets:

  • Instagram Page

  • Ad Account

  • Facebook Page

  1. Click Next and Save Changes.

Google Ads Access

  1. Log in to your Google Ads account.

  2. Click the Admin gear icon in the left panel.

  3. Select Access and Security.

  4. Click the + (plus) button.

  5. Enter the email address: apply@citizengeneva.com.

  6. Select account access level: Read Only.

  7. Click Send Invitation.

For more details, refer to Google’s documentation.

Google Analytics 4 (GA4) Access

  1. Log in to your Google Analytics account.

  2. In the bottom-left corner, click the Admin gear icon.

  3. Under the Property column, select Property Access Management.

  4. Click the + icon and select Add Users.

  5. Enter the email address: apply@citizengeneva.com.

  6. Assign the role: Editor (required for analyzing customer journeys).

  7. Click Add.

For more details, refer to Google’s documentation.

Google Search Console Access

  1. Log in to your Google Search Console account.

  2. Select the property you want to share.

  3. Open the Settings menu.

  4. Go to Users and Permissions.

  5. Click Add User.

  6. Enter the email address: apply@citizengeneva.com.

  7. Select Full User.

  8. Click Add.

For more details, refer to Google’s documentation.

Attentive Access

  1. Log in to your Attentive account.

  2. Navigate to Account Settings.

  3. Go to User Management.

  4. Click Add User Account.

  5. Enter the following details:

    • First Name: Growth

    • Last Name: Shop

    • Email Address: apply@citizengeneva.com

    • Phone Number: 555-5555 (or any placeholder number).

  6. Assign Admin Access permissions.

  7. Click Send Invitation

    Once you've filled out the details and selected the permissions, click on Add User