How-to Documents

Client Resources

Understanding Your Client Portal
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Using NoteShred
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Understanding Self-Promotion Campaign KPIs
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Understanding Funded Advertising Campaign KPIs
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Accessing Your Documents Archive
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Online Access

Many of our digital accounts use our primary business name Riley & You. You may be asked to grant access to either Riley & You or AffluentBridge®, depending on the platform.

Grant Access to Your Meta Ad Account
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Grant Access to Meta Business Account
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Accept Facebook Page Access Request
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Increase Meta Access To Page Management
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Alternative Process to Grant Access to Meta
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Grant Access to a Google Business Profile
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Verify Your Business on Google Ads
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Grant Admin Access to a Google Analytics Account
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Grant Viewer Access to a Google Analytics Account
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Grant Admin Access to a LinkedIn Page
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Grant Advertiser Access to a LinkedIn Page
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Sharing a Job Posting on Linkedin
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Grant Access to a Yelp Account
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Billing Resources

Remit Payment
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Understanding Your Invoice
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Accessing Your Invoice Archive
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Monitoring Your GE Co-op Funds
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Monthly Co-op Reports
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Online Mastermind Groups

Setting Up Your Profile
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Posting In Your Group
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