If you are 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
- Google Analytics
- Google Search Console
You can either have your clients do this directly or with your help, but the better option is have them give you access to their services so that you can do this on their behalf.
This has the following benefits over doing it with them or for them, or to providing you with their usernames and passwords:
- They can revoke or remove access at anytime. Giving them full control over their own accounts.
- They can better control what you have access to.
- You are able to make changes whenever you need to without having to contact the client.
- You can re-authenticate their accounts if they become un-authenticated.
If you are using a white labeled domain then your users will not be able to connect these services directly from your white labeled domain and must login via app.mypresences.com if they intend to connect their services themselves. (Their credentials will work on mypresences.com as well as your white label domain).
Note: We are working on a solution to this by allowing you to create your own applications on these services (Facebook, GMB, Twitter etc) that will allow your clients to connect their profiles themselves from your white label domains.
Your clients connect their services themselves
If your clients are going to be able to connect their services themselves they must access myPresences directly from app.mypresences.com.
This is because these services (Facebook, Google My Business etc) will only allow access to their accounts via a trusted organisation that has created a developer account and passed their internal review processes.
After scandals such as the Cambridge Analytica Scandal social media platforms have focused on Privacy and have implemented major limitations in the ability of third parties to access the information stored with their profiles. This means that they are more transparent about who is accessing their users data and how that data will be used.
This means that during the connection process the user will:
- See the logo, company name or product name of the application they are connecting.
- May see other information such as privacy policies, and website details.
- See which of their data will be accessed and what capabilities the application will have.
The process will redirect the user to a service specific account authentication page where they will grant access to the connecting application (myPresences). If they correctly authenticate they will be redirected from the service back to the authenticating application (mpPresences).
Once an account is connecting the user is able to interact with that account from a white labeled domain, it is only the initial connection process that must be done from the myPresences domain.
Your clients give you access
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.
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.
Google Search Console
We recommend that the client authenticates their account with you, otherwise they may have to provide their twitter username and password.
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.