Which platforms can one onboarding link cover?

Google Ads, Google Analytics 4, Search Console, Business Profile, Tag Manager, Merchant Center, YouTube, Meta ad accounts and Pages, TikTok Ads, LinkedIn Ads, Snapchat Ads, Shopify, and website or hosting access such as WordPress, GoDaddy, Hostinger, Wix and Squarespace — all on the same link.

What's the difference between automatic and guided?

Automatic means the platform lets an app grant access, so your agency is added (or invited) the moment the client connects. Guided means the platform offers no API for it, so the link shows the client the exact steps, your details and the role, and tells you when they say it's done.

Is owner access ever requested?

No. On every platform you choose the access level when you create the link, and owner-level access is never one of the options.

Do clients have to share passwords?

Never. Clients sign in on each platform's own page, and guided steps always invite your agency's own login.

Integrations

Every client account, one link

Tick the platforms, choose the access level for each, send the link. Your client signs in where they need to, follows a step where a platform has no API, and you're notified when it's all done. The same connections feed your reports.

Start free trial How onboarding links work

You pick the access. They see it before they agree.

When you create a link you choose, per platform, exactly what your agency gets: Analyst on GA4, Edit on Tag Manager, Manager on Business Profile, Standard on Google Ads. The client's page lists those roles in plain words before they connect anything.

If a client's login reaches several properties or ad accounts, nothing is granted until someone picks the right one. No guessing, no over-granting.

The page a client sees when they open an Agency Pilot onboarding link, listing what the agency will be able to do — What your client sees: who is asking, for what, and a Connect button per platform.

Client access

Platform by platform

How access is granted on each platform, the roles you can request, and what the connection adds to reporting.

Platform	How access is granted	Roles you can request	In your reports
Google Ads	Automatic invitation	Standard · Read only · Admin	Spend, leads, CPL, campaigns, search terms
Google Analytics 4	Automatic	Viewer · Analyst · Editor · Administrator	Sessions, engagement, channels, pages
Google Business Profile	Automatic	Manager	Views, calls, directions, keywords
Google Tag Manager	Automatic	Read · Edit · Approve · Publish	—
Google Search Console	Guided (Google has no API below Owner)	Full · Restricted	Queries, clicks, impressions, position
Google Merchant Center	Automatic invitation	Read only · Performance reporting · Standard · Admin	—
YouTube	Guided	Manager · Editor · Viewer	—
Meta ad accounts	Automatic partner assignment	Manage campaigns · View performance	Spend, impressions, clicks, campaigns
Facebook Pages	Automatic partner assignment	Content & messages · Ads · Insights	—
TikTok Ads	Guided	Analyst · Operator · Admin	—
LinkedIn Ads	Guided	Viewer · Creative · Campaign · Account manager	—
Snapchat Ads	Guided	The role you choose	—
Shopify	Guided (collaborator code)	Collaborator permissions you request	—
Website & hosting access	Guided (your steps)	Whatever your steps ask for	—

Google

Google AdsInvitation at Standard, Read only or Admin, plus campaign reporting and sold-job uploads.Google Analytics 4Added straight to the property at the role you pick, with GA4 traffic in every report.Google Search ConsoleSearch queries in reports, plus a guided step that adds you at Full or Restricted.Google Business ProfileManager access on the listing, plus profile views, calls and keywords in reports.Google Tag ManagerAdded as a user on every container at Read, Edit, Approve or Publish.Google Merchant CenterAn invitation at Read only, Performance reporting, Standard or Admin.YouTubeStudio steps with your email and role, and a notification when the invite is sent.

Ad platforms

TikTok AdsYour Business Center added as a partner at Analyst, Operator or Admin.LinkedIn AdsEach profile you list added in Campaign Manager at the role you pick.Snapchat AdsEach email you list invited in Ads Manager at the role you pick.

Commerce

ShopifyCollaborator access through the store's request code, without using a staff seat.

Websites

Website & hosting accessWordPress, GoDaddy, Hostinger, Wix, Squarespace and your own steps, on one link.

Business tools

GoHighLevelSMS and calls through your GHL numbers, and attribution on GHL form leads.TwilioYour own Twilio numbers for client SMS and calls, with recordings.StripeClients pay invoices from their portal into your own Stripe account.

Questions

Which platforms can one onboarding link cover?: Google Ads, Google Analytics 4, Search Console, Business Profile, Tag Manager, Merchant Center, YouTube, Meta ad accounts and Pages, TikTok Ads, LinkedIn Ads, Snapchat Ads, Shopify, and website or hosting access such as WordPress, GoDaddy, Hostinger, Wix and Squarespace — all on the same link.
What's the difference between automatic and guided?: Automatic means the platform lets an app grant access, so your agency is added (or invited) the moment the client connects. Guided means the platform offers no API for it, so the link shows the client the exact steps, your details and the role, and tells you when they say it's done.
Is owner access ever requested?: No. On every platform you choose the access level when you create the link, and owner-level access is never one of the options.
Do clients have to share passwords?: Never. Clients sign in on each platform's own page, and guided steps always invite your agency's own login.

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