Google Tag Manager Access

Send this SOP checklist directly to your client, or walk your client through how to Create a New Google Tag Manager Account or give you Partner Access.

There are two main sections below. Depending on whether or not the client has an existing Google Tag Manager account, choose the applicable set of directions.

If we need to create a new GTM account, it's best that this is done using a Gmail account that the client maintains ultimate control over. If the client is not able to provide an account to use, then we can create a new Gmail account for this purpose. Avoid using a "@{youremail}" email address for this task.

Set-up New Account

1. Navigate to tagmanager.google.com
2. Sign in with an account that has full access to Google Analytics (Edit, Collaborate, Read & Analyze, and Manage Users)
3. Click Create Account
4. Enter {CLIENT} under Account Name
5. Update the Country if necessary, and leave the "Share data anonymously with Google and others"  box *unchecked*
6. Enter {CLIENT} website under Container Name, and select Web
7. Click Create
8. Review the Google Tag Manager Terms of Service Agreement. Check the box at the bottom and click Yes

Grant Access to Existing Account

1. Sign in to Google Tag Manager
2. Select the container where production site tags are currently managed, and click on Default Workspace
3. Click on the Admin tag, and select User Management under the Account column
4. Click the blue New button, enter {ACCOUNT MANAGER}, set Account Permissions to Admin, and set Container Permissions to Publish. When finished, click the Add button.
5. Click the blue New button, enter {ANALYST}, set Account Permissions to Admin, and set Container Permissions to Publish. When finished, click the Add button.

Additional Resource

• Helpful setup link