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Adding a user to Google Tag Manager

Objective

This SOP outlines the steps to add a user to Google Tag Manager (GTM) for effective team collaboration.

Key Steps

 

Step 1: Access Google Tag Manager 0:00

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Step 2: Select Your Account 0:18

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  • After logging in, select the GTM account you wish to manage.

 

Step 3: Navigate to Admin Settings 0:27

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  • Click on the 'Admin' option in the left sidebar.

 

Step 4: Choose User Management Level 0:27

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  • Decide whether to manage users at the account level or the container level.

  • Click on 'User Management' accordingly.

 

Step 5: Add a New User 0:43

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  • Click on the 'Add' button located in the top right corner.

 

Step 6: Enter User Details 0:43

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  • Input the email address of the user you want to add.

 

Step 7: Set User Permissions 0:57

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  • Check the 'Publish' option to grant full access to the user.

 

Step 8: Send Invitation 0:57

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  • Click on 'Invitation' to send the access request to the user.

Cautionary Notes

  • Ensure that the email address entered is correct to avoid sending invitations to the wrong person.

  • Be cautious when granting 'Publish' access, as it allows the user to make changes to the GTM setup.

Tips for Efficiency

  • Regularly review user access to ensure that only necessary personnel have access to GTM.

  • Use a shared document to track user access and permissions for better management.

Link to Loom

https://loom.com/share/8e5857b40cfc4c3d8e052f9017d8c1a3