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Adding and removing accounts
Adding and removing accounts

Manage accounts by adding, removing, editing details, and managing partner links.

Updated over 6 months ago

The accounts list in Settings & Tools lets you easily add or remove accounts. You also have the option to edit key information like UUID and assigned user and set up or update partner links for advanced advertising solutions, integrating with platforms like Google Analytics, Google Merchant Center, and Google My Business.


Important: Before starting into the instructions below, close any open accounts in Fluency by clicking the X icon in the top-right or by pressing the "esc" key to return to the accounts list. If you have a specific account open, the gear icon may not be visible, and it needs to be accessible.

Adding accounts

  1. Go to Setting & Tools (gear icon) in the top menu.

  2. Click on Accounts in the dropdown.

  3. Click the + icon, and fill in the necessary information.

Note: If you are using an account ingestion sheet, manual account creation may not be necessary.

Is this your first account in Fluency? Check out this step-by-step guide to account creation for detailed instructions.


Removing accounts

  1. Go to Setting & Tools (gear icon) in the top menu.

  2. Click on Accounts in the dropdown.

  3. Check the box(es) next to the account(s) you want to remove.

  4. Click Remove Account(s) in the blue bulk edit menu.

  5. Confirm by clicking Yes I'm Sure.

Important: If applicable, be sure to remove accounts from your account ingestion sheet to prevent them from reappearing in Fluency when the sheet refreshes its data.

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