If you're managing the online presence or reputation for your clients you will need to be able to connect\authenticate their online services and accounts to work with myPresences.
This applies to services that requires Authentication such as:
- Google My Business
- X (Twitter)
- Google Analytics
- Google Search Console
This should only need to be done once and is the same process you use in any application when you connect to services like Gmail.
You can either have your clients do this directly or with your help.
White Label Domains and Sub Domains
When connecting to your online services myPresences uses a common standard called Oauth to allow you to provide your access credentials and authorise access to your accounts.
This process usually involves displaying some of the following fields:
- The name of the application that is asking for access
- The logo of that application
- the website of the application
- Contact email
- Privacy page
When using white label these cannot be displayed to the user.
For white label, myPresences has created generic applications to be used for the connection process so the user sees they are connecting a generic application called Presence Manager.
However, we are currently unable to provide a generic application for Google Business Profile. This is due to Google API policies for that API we are trying to resolve.
Use your own Application Name when Connecting
If you want to use your own name and details in this connection process you can create your own application on these platforms. When the user connects they will see your application name and logo rather than Presence Manager.
See: Use your own credentials for white label services
Your clients connect their services themselves
If you have a white labeled domain your clients can connect every service other than Google Business Profile directly from your domain.
They will see a Generic Application Name and Logo such as Presence Manager.
Google Business Profile
If the user knows that your platform is based on myPresences they can login via app.mypresences.com with the same login credentials and do the connection and then return to your white label domain.
If the user is not aware of myPresences then you will have to connect the profile for them (this only needs to be done once at account setup). See the next section.
Connect profiles for your client
This should be done during your onboarding process and quite often you will require this access to fully manage your clients online profile and assets.
One your clients have given you access to their accounts you can connect their services by:
- Logging into myPresences at https://app.mypresences.com/login/.
- Selecting the client from the business selection in the top bar.
- Go to the connect services page in Setup on the navigation bar.
- Connect each of the services you wish to connect.
Your agency email address or account should provide the ability to select your clients accounts during the connection process.
Once this connection process is complete you can do everything else from your White Label domain.
We recommend the following for each of the listed services, if a service is not listed then research how to be added to their account on that service.
You should be added as an admin on any business pages you need to manage.
https://www.facebook.com/help/187316341316631
Google My Business
Your email address should be given access to any accounts owning Google My Business listings and websites you will be managing.
The following link can be used to add you as a manager of your clients Google My Business account.
https://support.google.com/business/answer/3403100
Google Analytics
https://support.google.com/analytics/answer/1009702?hl=en
Google Search Console
https://support.google.com/webmasters/answer/7687615?hl=en
X \ Twitter
Your clients currently will have to provide their twitter username and password.
You can then login and connect their twitter profile for them.
LinkedIn Company Pages
You should be added as an admin of the company page of your client. This will require you having a LinkedIn account and being a first degree contact with the person who has the ability to add you as an admin.
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