Share a setup link

A connection needs someone to sign in to the platform, for example Google Ads, Facebook Ads or Shopify. If that isn't you, which is common when an agency sets up reporting for a client, send a setup link to the person who has the login.

They open the link, sign in to the platform and finish the connection. They don't need a Two Minute Reports account. The connection is added to your team. Every link you send is listed on the Setup links tab of Connections & accounts, so you can see whether it was used.

Setup links work for every connector in the Hub.

When to use a setup link

• You're setting up a connection for a client but don't have access to their ad account, analytics property or store
• The account owner isn't on your team, and shouldn't need to be
• You want someone else to authorize the platform while you manage reporting in Two Minute Reports

Share a setup link

Step 1: Select the connector

1. Go to Connections & accounts.
2. Select Share setup link, next to Create connection.
3. Under Connector, select the connector.
4. Check the Connection name. It starts as the connector's name. Give it a name you'll recognize, such as the client and the platform.
5. Select Next.

Step 2: Create and send the link

Select Create link. Then send the link in one of two ways:

• Copy it: select Copy next to Setup link, and send the link however you like: Slack, email or chat.
• Email it: under Or email it directly, enter the person's email address and select Send. Two Minute Reports emails them the same link.

When you select the email field, it suggests people to send it to: your client contacts, each tagged with their client, and your team members. You can email one link to up to 3 people.

The link expires 7 days after you create it, and it works once. Select Done when you're finished.

Sent it to the wrong person? Select Revoke link, then Revoke. The link stops working at once, including for anyone you already sent it to.

What the recipient receives

If you select Send, the recipient gets an email from Two Minute Reports with the subject Connection request from a Two Minute Reports customer. It says who is asking, which connector and the connection's name. It shows your email address with part of it hidden, so they can see which company the request comes from. The Review the request button opens the link.

What the recipient does

1. They open the link from the email, or the one you sent them.
2. A page opens with the title Complete connector connection, for example Complete Google Ads connection. It shows who created the request and the connection's name.
3. They sign in to the platform, for example with Sign in with Google, and finish the authorization.

They don't need to sign in to Two Minute Reports. When they finish, the page says Connection created. The connection appears on your Connections & accounts page, and you get an email that it's connected. You can then enable the accounts you need.

Track your setup links

The Setup links tab on Connections & accounts lists every link your team has sent. For each link, it shows the connection and its connector, its status, who created it, when it was created and when it expires, and who it was emailed to.

Search by connection name, recipient or creator. Filter by Connector, Created by or Status.

Update an existing connection

A connection's credentials can need replacing when someone else has the login. Open the connection and select Need someone else to reconnect? Share a setup link. The link works the same way. The recipient enters the credentials again, and the existing connection is updated. No new connection is created. On the Setup links tab, these links show update link next to the connector.

Important details

Next steps

• Client contacts: save the people at a client so they're suggested as recipients
• Quick start: connect your first platform and get your first data
• Clients: assign accounts to each client