Operator guide

Client Integrations & Access Guide

A single operating page for collecting credentials, choosing the right connection path, and verifying public deployment for Google, CMS, and ecommerce integrations.

Google access
CMS connections
Ecommerce bridge setup
Public verification required
Onboarding form

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Use this while collecting client access, bridge credentials, and verification notes. The summary on the right updates in real time.

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Client details
Requested integrations
Access status
Google access
GBP: Manager is usually enough; Owner only if full operational control is required.
GA4: Administrator is best; Editor is acceptable when Administrator isn't available.
GSC: Owner is preferred; Full user is acceptable for reporting and verification.
CMS / ecommerce access
Verification
Live summary

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Client Integrations & Access Guide

Client Details
- Client / Brand: —
- Primary contact: —
- Contact email: —
- Website URL: —
- CRM workspace URL: —
- Agency access email: —
- Notes: —

Requested integrations
- —

Access status
- —

Google
- GBP location / business name: —
- GBP role: Manager
- GA4 property: —
- GA4 role: Administrator
- GSC property: —
- GSC role: Owner
- Google notes: —

CMS / Ecommerce
- Platform type: WordPress
- Site/store domain: —
- Username / app user: —
- Secret / token captured: No
- Theme ID: —
- Folder path: —
- Install mode: Developer Platform
- Technical notes: —

Verification
- Public verification URL: —
- Verification status: Pending
- Final handoff notes: —
Google guide

Google Integrations & Access Guide

NewRewards connects three key Google data sources: Google Search Console (GSC), Google Analytics 4 (GA4), and Google Business Profile (GBP). These integrations provide essential reporting, diagnostics, local search context, and verification for clients. GSC shows how the site appears in search results; GA4 supplies analytics and landing-page insight; and GBP enables local presence, listing management, and review workflows.

What to expect

  • GSC is used for search visibility context.
  • GA4 provides analytics and landing-page insight.
  • GBP supports local presence, listing, and review operations.
  • Connecting all three enables accurate reporting and performance context.

Recommended role levels

GBP: Manager is usually enough; Owner only if full operational control is required.
GA4: Administrator is best; Editor is acceptable when Administrator isn't available.
GSC: Owner is preferred; Full user is acceptable for reporting and verification.

Operator note

Always confirm the client is in the correct Google account before requesting access.

Client access request email

Subject: Google access request for [Client Company Name]


Hi [Client First Name],


To finish setup for your NewRewards workspace, we need access to the Google accounts tied to your business. Please add our team to the following accounts using the email below.


Agency email for all Google access: [your agency email]


  1. Google Business Profile - add [agency email] as Manager or Owner for the [Client GBP listing name].
  2. Google Analytics 4 - add [agency email] as Administrator or Editor for the [GA4 property name or ID].
  3. Google Search Console - add [agency email] as Owner or Full user for the [GSC property URL or domain].

Once you've added us, please reply to confirm. Feel free to include screenshots for each step if it helps.


Thank you,

[Your Name]

[Your Agency Name]

[Your Phone Number]

[Your Email]

Google Business Profile

  1. Sign in to Google with the account that manages your Business Profile.
  2. Go to google.com/business and select your business listing.
  3. Open the settings or three-dot menu and choose People and access (or Managers).
  4. Click Add or Invite new user, enter [agency email], choose Manager (or Owner) and click Invite.

Google Analytics 4

  1. Sign in to analytics.google.com and choose the correct account or property.
  2. Click the Admin gear icon.
  3. Under Account or Property, select Access management.
  4. Click the + button and choose Add users.
  5. Enter [agency email], select the Administrator role (or Editor) and click Add.

Google Search Console

  1. Sign in to search.google.com/search-console and choose the correct property.
  2. In the left menu, click Settings then Users and permissions.
  3. Click Add user.
  4. Enter [agency email], select Owner (preferred) or Full user and click Add.

Integration process

  1. Send the access request email and confirm the client has added your agency account.
  2. Open the client's NewRewards workspace and navigate to Integrations.
  3. Choose the appropriate Google integration (GSC, GA4, or GBP) and authenticate using your agency's Google account.
  4. Verify that NewRewards can pull data from each connected account and that reporting surfaces populate.
  5. Repeat the verification process whenever credentials or roles change to maintain access.

Best practices and notes

  • Use a Gmail account associated with your agency for all Google access.
  • Request the minimum necessary role: Manager for GBP, Administrator for GA4, Owner for GSC.
  • Keep agency email access lists up to date and remove access if a client relationship ends.
  • After connecting, verify data flows inside NewRewards and ensure performance dashboards populate.
CMS & ecommerce

CMS & Ecommerce Integrations Guide

NewRewards supports four connection tracks for content management and ecommerce platforms: WordPress, Shopify, HubSpot, and Squarespace.

WordPress

What you need

  • WordPress admin access
  • Ability to upload and activate a plugin
  • WordPress username
  • WordPress application password
  • Site URL

How it works

WordPress is the most direct plugin-based path. The NewRewards Bridge plugin serves the public files needed by the platform, including /llms.txt, /.well-known/llms.txt, /agent.json, /.well-known/agent.json, /catalog.json, /schema, /schemas, /data, and /a2ui/*.json.

Setup steps

  1. Open CRM settings in the client workspace.
  2. Go to the WordPress Integration card.
  3. Download the NewRewards Bridge plugin zip.
  4. In WordPress admin, upload and activate the plugin.
  5. Back in NewRewards, enable the WordPress connection.
  6. Enter the site URL, username, and application password.
  7. Save the credentials.
  8. Publish the WordPress package.
  9. Run public verification to confirm the discovery files are live.

Client expectations

  • The site exposes the required AI discovery files.
  • NewRewards can verify that those files are live.
  • Future publishing and audit flows can reuse the connection.

Shopify

What you need

  • Shop domain
  • Theme ID
  • Admin API access token

How it works

Shopify uses a credentialed theme-level bridge flow. NewRewards stores the connection, publishes the bridge package, and verifies the public endpoints afterward.

Setup steps

  1. Open CRM settings.
  2. Go to the Shopify card and select the website.
  3. Enter the shop domain, theme ID, and Admin API access token.
  4. Click Connect.
  5. Run Verify.
  6. Run Publish Bridge.
  7. Run Verify Public to confirm the endpoints are reachable.

Client expectations

  • The storefront receives bridge assets needed for AI discovery and verification.
  • The connection can be re-verified later if a token rotates.
  • Verification confirms that the public endpoints match the expected output.

HubSpot

What you need

  • HubSpot private app token
  • Optional target folder path

How it works

HubSpot uses a private app token and file-path publishing model. NewRewards can upload bridge files into HubSpot-managed storage and verify the public output after publishing.

Setup steps

  1. Open CRM settings.
  2. Go to the HubSpot card and select the website.
  3. Enter the private app token and folder path (if overriding the default).
  4. Click Connect.
  5. Run Verify.
  6. Run Publish Bridge.
  7. Run Verify Public to ensure the endpoints are correct.

Client expectations

  • Bridge files are prepared and published into HubSpot.
  • Verification confirms that the public endpoints are reachable and correct.
  • Future updates can reuse the same connection without redoing the entire setup.

Squarespace

What you need

  • Squarespace developer API key
  • Install mode decision: Developer Platform or Manual File Upload + URL Mappings

How it works

Squarespace is the least automatic of the four platforms. NewRewards prepares the bridge package and route map, but many sites require manual installation steps inside Squarespace.

Setup steps

  1. Open CRM settings.
  2. Go to the Squarespace card and select the website.
  3. Choose an install mode: Developer Platform or Manual File Upload + URL Mappings.
  4. Enter the developer API key.
  5. Click Connect.
  6. Run Verify.
  7. Run Publish Bridge.
  8. Complete the manual Squarespace install steps.
  9. Run Verify Public to confirm the install is working.

Client expectations

  • NewRewards prepares the correct package.
  • Public URLs still need to be made live inside Squarespace.
  • Verification is the final proof that the install is working.
Handoff & verification

Public verification is the finish line.

NewRewards needs one supported connection path so the site can serve the AI discovery and schema files we generate. Once the platform is connected and publicly verified, reporting and deployment become much more reliable.

Always finish with the same last step: run the public verification. Connection without public verification is not a completed setup.

Open verification target