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Welcome to IdenIQ.

Here's how we get you set up. Most clients finish setup in under an hour.

Your setup checklist

  1. Sign and pay

    Sign the agreement and pay the setup invoice

  2. Onboarding form

    About your business and goals

  3. Give access

    Invite us using the guides below

  4. Kickoff call

    We email you to arrange it

  5. We build

    Live within 14 days

Step 2

Onboarding form

Choose the services you bought and you'll only see the questions that apply. It takes about 20 minutes.

Which services did you buy?

Choose at least one service to see your questions.

Step 3

Give us access

Each guide takes a few minutes. Use the ID or email address from your welcome email wherever a step asks for ours.

We'll never ask for your passwords. Every platform lets you invite us instead, and you can remove our access any time.

Meta Business Manager: add IdenIQ as a partner
  1. Open Business Settings in Meta Business Suite.
  2. Go to Users, then Partners, and choose Add.
  3. Enter the IdenIQ Business ID from your welcome email.
  4. Give access to your ad account, Facebook Page and pixel.

[Screenshot: the Partners screen in Business Settings]

Google Ads: accept our manager account link
  1. Sign in to Google Ads and open Admin, then Access and security.
  2. Open the Managers tab.
  3. Find the request from IdenIQ and choose Accept.

[Screenshot: the Managers tab with the pending request]

Google Analytics 4: add us as a user
  1. Open Admin in Google Analytics.
  2. Under Property, choose Property access management.
  3. Choose the plus button, then Add users.
  4. Enter the email address from your welcome email and choose the Editor role.
  5. Choose Add.

[Screenshot: the Add users panel]

Google Tag Manager: add us as a user
  1. Open Tag Manager and choose Admin.
  2. Under Account, choose User Management.
  3. Choose the plus button, then Add users.
  4. Enter the email address from your welcome email.
  5. Give Publish access to your container and choose Invite.

[Screenshot: the container permissions screen]

Google Business Profile: add us as a manager
  1. Search for your business on Google while signed in, or open Business Profile Manager.
  2. Open the menu and choose Business Profile settings.
  3. Choose People and access, then Add.
  4. Enter the email address from your welcome email and choose Manager.

[Screenshot: the People and access screen]

Website platform: WordPress, Wix, Squarespace or Shopify
  1. WordPress: go to Users, then Add New, and create an Administrator account for the email address from your welcome email.
  2. Wix: go to Settings, then Roles & Permissions, and invite us as Admin (Co-Owner).
  3. Squarespace: go to Settings, then Permissions, and invite us as Administrator.
  4. Shopify: we send a collaborator request from our Partner account. Approve it under Settings, then Users.

[Screenshot: the user invite screen for your platform]

Domain and DNS settings
  1. Sign in where your domain is registered, for example Afrihost, Domains.co.za or GoDaddy.
  2. Look for a Users, Delegate access or Account access option and invite the email address from your welcome email.
  3. If your provider has no invite option, tell us. We'll send you the exact DNS records to add and stay on a screen-share while you do it.

[Screenshot: your provider's access or DNS screen]

Data sources: accounting, online store, CRM
  1. Most tools, such as Xero, Sage, Shopify and HubSpot, let you invite a user. Invite the email address from your welcome email with read-only or reporting access.
  2. For spreadsheets, share the file with the same email address as a viewer.
  3. If a tool needs an API key, don't email it or put it in a form. We'll send you a secure link to share it.

[Screenshot: the invite user screen in your accounting tool]

Step 4

Your kickoff call

Once your form is in and we have access, we email you to arrange a 30-minute kickoff call at a time that suits you.

On the call we confirm your goals, your targets and the day you'll get your report each month. Then we start building, and you're live within 14 days.

Stuck on a step?

Email us and we'll arrange a quick screen-share to do it together.

hello@ideniq.co.za