Get Your Digital House Ready: Essential Setup Steps for New Clients

Every business that partners with 1Eighty Digital wants a smooth digital launch. Strong setup practices help you start strong and avoid problems later.

When you prepare your accounts before work begins, our team can support you faster and with greater accuracy.

These steps follow industry best practices and strengthen your security, access, and content workflow.

Why Proper Setup Matters

Clear setup improves security, helps your team collaborate with our team, and ensures every platform works smoothly. Strong foundations support stronger results across social media, content, and marketing tools.

Getting Your Meta Accounts Ready

Meta controls access to Instagram and Facebook through its Business Manager. You gain better security and better control when everything stays organized inside one system.

Create a Meta Business Manager Account

You can create the account at business.facebook.com. Make sure you use a work email that your team controls. You gain clear ownership when the business owns the account.

Claim Your Facebook Page and Ad Account

Once your Business Manager exists, add

• Your Facebook Page
• Your Facebook Ad Account
• Your Instagram profile
• Any credit cards used for ads

This process helps you prevent ownership conflicts and gives you stronger oversight.

Add 1Eighty Digital as a Partner

Inside Business Manager

• Open Business Settings
• Select Partners
• Add 1Eighty Digital using the partner ID we provide
• Grant the correct level of access for each asset

Instagram

Make sure your Instagram account exists inside your Meta Business Manager. You can connect it in Business Settings and select Instagram Accounts.

Your account should use a work email and a strong password you don’t mind sharing with us so we can make updates to bios, profile photos, etc.

This step ensures our team can manage your accounts without risking ownership loss. You always stay in full control.

Preparing Your Other Social Media Accounts

Each platform handles access differently. These steps help you stay organized across your social profiles.

LinkedIn

Use LinkedIn’s Business Page settings. You can grant access with the Admin Roles section. Select Super Admin, which allows us to fully manage your page and make updates as needed.

Google Business Profile

Sign in at business.google.com and grant 1Eighty Digital access with the Manager role. You will remain the Primary Owner at all times.

This approach ensures:

• You keep full ownership and control
• Your login credentials are never shared
• We can make timely updates and maintain accurate listings
• Your local SEO remains strong and consistent

How it works: we request access, and you simply review and approve it inside your Google account. Make sure you know your login credentials and have a strong password ready when our team requests that information.

Best Practices for Account Security

Clear setup benefits your team, but strong security protects your business.

Use Strong Passwords

Your passwords should:

• Contain at least twelve characters
• Avoid simple phrases
• Include a mix of letters, symbols, and numbers

Turn On Two-Factor Authentication

Facebook, Instagram, Google, and LinkedIn all support two-factor authentication. Turn it on for every account. This step offers strong protection against unauthorized access.

Use Business Emails for Ownership

Every account should live under a business-controlled email. When accounts live under personal emails, you increase your risk of losing access if a team member leaves.

Organize Your Media and Brand Assets

Your team saves time when your files stay well-organized.

Create a Shared Folder Structure

Use Google Drive, Dropbox, or Microsoft OneDrive. Organize

• Logos
• Brand photos
• Brand guidelines
• Past social content
• Videos
• Design files

Share the Folder with 1Eighty Digital

This helps us create better content without delays. You also keep all assets in one protected place!

How 1Eighty Digital Uses Your Setup to Support You

A strong setup helps our team:

• Launch marketing campaigns faster
• Improve accuracy
• Track results with greater clarity
• Upkeep brand consistency
• Strengthen your digital footprint

Our team uses best practice systems to improve your social performance and ensure every account supports your marketing strategy.

Ready to Set Things Up the Right Way?

If you want your digital tools to work smoothly from the start, our team can walk you through every step.

Contact 1Eighty Digital and let us help you prepare your accounts for strong performance and long-term success.

Frequently Asked Questions

Why do I need Business Manager instead of only using a Facebook Page?

Business Manager provides your business with secure ownership and enhanced control. You also gain more advanced settings for ads and access management.

Can I give 1Eighty Digital full ownership of my accounts?

Your business should keep ownership. We only request partner access or manager access, so you stay in control.

What if I already have accounts set up?

We can review your structure and help you correct anything that does not follow best practices.

Do I need a business email for every platform?

Yes. A business email keeps ownership clear and protects your accounts when staff changes.