How To Set Up A New Client Chrome Profile

Who: This process is for the Office Administrator, or any VA who is setting up a Chrome profile for a client, to undertake

What: It shows you how to set up a new client Chrome profile in Google

When: Undertake this process whenever a new client comes onboard, or if a client wants a new Google account set up for them

Why: This process is completed to ensure that all clients have a Chrome bar for VAs to work from, to create handbooks in, and to bookmark any relevant apps or logins that they use to do work for that client

Creating a new client chrome profile

1. Open up a guest profile from your chrome bar

2. Go to accounts.google.com/ServiceLogin

3. Select Create account, then For myself from the dropdown

4. Enter the First and Last Name using the client and/or business information. For example: for Blah Blah Ltd we use Blah Blah as the first name and Limited as the last name

5. Create a username using the following format - [client/business name]strictlysavvy@gmail.com For example: blahblahstrictlysavvy@gmail.com 

6. Create a password using the following format - [client/business name]SS[YY] For example: blahblahSS20

7. Select Next

8. Enter a phone number for the account - this is temporary, and only used to set up the account. A code will be sent to that phone number to verify the account and continue the set up process

9. Once received, enter the code and select Verify

10. On the next page remove the phone number

11. Enter the recovery address as assist@strictlysavvy.co.nz

12. Enter the date of birth as 01 January 2000

13. Set the gender to Rather not say

14. Select Next

15. On the next page select Skip

16. On the Privacy and Terms page scroll down and select I agree

Once set up, the VAs can begin work on bookmarking any apps that the client needs to the chrome bar, as well as setting up the client's handbook.

Save the new client chrome profile in LastPass

The details of the new chrome profile are then added to LastPass and saved to the Client Chrome/Google folder, where all team members will be able to access it: