---
title: "Onboarding: A Guide to Systems Access"
description: Here is an in-depth look at the systems we’ll need access to, and how to grant it.
---

[Skip to content](https://help.indiegraf.com/onboarding-a-guide-to-systems-access#main-content)

- [English](https://help.indiegraf.com/onboarding-a-guide-to-systems-access)
- [Español](https://help.indiegraf.com/es/onboarding-a-guide-to-systems-access)

English

Show submenu for translations

[Publisher Portal](https://portal.indiegraf.com/tickets?hsLang=en)

[![Indiegraf-PrimaryLogo-FullColor-1](https://help.indiegraf.com/hs-fs/hubfs/Indiegraf-PrimaryLogo-FullColor-1.png?width=262&height=60&name=Indiegraf-PrimaryLogo-FullColor-1.png)](https://help.indiegraf.com/?hsLang=en)

Open main navigation

Close main navigation

- - [English](https://help.indiegraf.com/onboarding-a-guide-to-systems-access)
    - [Español](https://help.indiegraf.com/es/onboarding-a-guide-to-systems-access)

  English
  
  Show submenu for translations
- [Publisher Portal](https://portal.indiegraf.com/tickets)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Indiegraf](https://help.indiegraf.com/?hsLang=en)
2. [Onboarding](https://help.indiegraf.com/onboarding?hsLang=en)

January 14, 2026

# Onboarding: A Guide to Systems Access

## Here is an in-depth look at the systems we’ll need access to, and how to grant it.

 

Here is an in-depth look at the systems we’ll need access to, and how to grant it.

We’ll need access to some of your systems in order to provide the most value possible. Here’s a quick guide to the primary platforms we’ll use.

**Before we get started, an important note:**

For security reasons, please do not send any passwords or any other sensitive information by email or messaging. Instead, we can share that information securely via [QuickForget](https://quickforget.com/).

### **Branding 🎨**

**Why?** Having your branding on file helps our team integrate your publication’s identity into all that we do. From website builds to revenue campaigns, we tailor the look and voice to your specific publication.

Have a brand guide? Drop it in slack and tag your pub guide.

At minimum, we’ll need logos, colors, fonts, favicon and stock images. The guide linked below lists specifications needed as well as recommendations on font pairings, accessibility and more.

For more information on what we need, check out this [Branding Requirements Guide](https://help.indiegraf.com/branding-requirements?hsLang=en)**.**

### **Domain Provider 💻**

**Why?** Many Indiegraf Publishers need to connect their landing page, content management system or website to their domain. Indiegraf supports this work by adding DNS records to your DNS Settings from your domain registrar or whatever service your domain registrar's nameservers point to.

Essentially, this is how our tech teams connects your domain to your website.

**How:** There are two options to do this:

- Provide delegate access to [publisherguide@indiegraf.com](mailto:developers@indiegraf.com) (recommended for GoDaddy, instructions [here](https://ca.godaddy.com/help/invite-a-delegate-to-access-my-godaddy-account-12376))
- Provide login credentials using [QuickForget](https://quickforget.com/) (Note: if you have 2-factor authentication enabled, you'll need to grant us delegate access).

Please provide access in whatever way makes sense. For more information, visit our[DNS guide](https://help.indiegraf.com/dns-guide?hsLang=en).

### **Website 🚀**

**Why?** Our tech team needs access to your content so that they can migrate it over to IndieTech.

**How:** If you have an existing website, please grant administrator privileges to [publisherguide@indiegraf.com](mailto:publisherguide@indiegraf.com)

### **Payment Processor 💸**

**Why?** You’ll collect any revenue - both from your readers and/or from sponsorship and advertising - through a payment processor. If you’re working with our sponsorship team, you’ll also use Stripe to send invoices, collect payments, and more.

In addition, our teams will use it to analyze and monitor your revenue performance, including, but not limited to, active subscriber count, MRR, churn rate, and more.

**How:** If you have an existing Stripe account, grant Administrative access to [publisherguide@indiegraf.com](mailto:publisherguide@indiegraf.com) by following [these instructions](https://support.stripe.com/questions/invite-team-members-or-developers-to-access-your-stripe-account). This account will be used exclusively for audience revenue purposes. If you don’t have an existing Stripe account, please [register for an account here first](https://dashboard.stripe.com/register).

### **Website analytics 📈**

**Why?** Google Analytics is a platform that collects data from your website to create reports that provide insights, like demographics, page views, monthly active users, etc. Our team uses these insights to analyze performance, track campaigns and keep an eye on your audience funnel.

**How:** If you use Google Analytics, add [publisherguide@indiegraf.com](mailto:publisherguide@indiegraf.com) as a user by following these[instructions](https://support.google.com/analytics/answer/1009702?hl=en). At a minimum, please grant us administrator privileges. If you don’t currently have a Google Analytics account, please follow [these instructions](https://help.indiegraf.com/google-tools-for-publishers?hsLang=en) to create one.

You can also check out our [Guide to Google Tools for Publishers](https://help.indiegraf.com/google-tools-for-publishers?hsLang=en), including Google Analytics.

### **Email Service Provider 💌**

**Why?** Your Email Service Provider is likely your main avenue for sharing news and information with your audience. Our team uses your ESP to help draft campaign emails, send audience surveys, track subscriber growth, and more. (Don’t worry - we’ll never send anything without your approval)

**How:** For Mailchimp users, please provide your pub guide with the email address that owns your account. They’ll then send you a partnership request via email that you can accept.

For other ESPs, please grant us administrator access.

### **Meta Access 📱**

**Why?** For Indiegraf to help you run certain campaigns on your behalf, such as lead generation, we need agency access to your Facebook page and Meta ad account.

**How:** [HOW TO \<\> Meta Access](https://help.indiegraf.com/how-to-grant-access-to-your-meta-business-account?hsLang=en)

🚧 Hitting roadblocks and need some help? Don’t panic - tag your pub guide in Slack or email [support@indiegraf.com](mailto:support@indiegraf.com) and we'll be happy to help.

- [Welcome to Indiegraf](https://help.indiegraf.com/welcome-to-indiegraf?hsLang=en)
- [Onboarding](https://help.indiegraf.com/onboarding?hsLang=en#main-content)

    - [Quick Start Guide](https://help.indiegraf.com/onboarding?hsLang=en#quick-start-guide)
- [Indie Website](https://help.indiegraf.com/indie-website?hsLang=en#main-content)

    - [Analytics & Growth](https://help.indiegraf.com/indie-website?hsLang=en#analytics-growth)
    - [Audience Engagement & Forms](https://help.indiegraf.com/indie-website?hsLang=en#audience-engagement-forms)
    - [Configuring your Homepage](https://help.indiegraf.com/indie-website?hsLang=en#configuring-your-homepage)
    - [Content Creation & Management](https://help.indiegraf.com/indie-website?hsLang=en#content-creation-management)
    - [Design & Page Layout](https://help.indiegraf.com/indie-website?hsLang=en#design-page-layout)
    - [Indiegraf Pay](https://help.indiegraf.com/indie-website?hsLang=en#indiegraf-pay)
    - [Media & Visual Assets](https://help.indiegraf.com/indie-website?hsLang=en#media-visual-assets)
    - [Paywall Solution: Pelcro](https://help.indiegraf.com/indie-website?hsLang=en#paywall-solution-pelcro)
    - [SEO and Google Tools](https://help.indiegraf.com/indie-website?hsLang=en#seo-and-google-tools)
    - [Site Administration](https://help.indiegraf.com/indie-website?hsLang=en#site-administration)
    - [Technical Questions](https://help.indiegraf.com/indie-website?hsLang=en#technical-questions)
- [Indie Email](https://help.indiegraf.com/indie-email?hsLang=en#main-content)

    - [Quickstart Video Guide: Indie Email](https://help.indiegraf.com/indie-email?hsLang=en#quickstart-video-guide-indie-email)
    - [Account Setup & Foundations](https://help.indiegraf.com/indie-email?hsLang=en#account-setup-foundations)
    - [Contact Management](https://help.indiegraf.com/indie-email?hsLang=en#contact-management)
    - [Creating Campaigns](https://help.indiegraf.com/indie-email?hsLang=en#creating-campaigns)
    - [Sending Campaigns & Automation](https://help.indiegraf.com/indie-email?hsLang=en#sending-campaigns-automation)
    - [Troubleshooting & Deliverability](https://help.indiegraf.com/indie-email?hsLang=en#troubleshooting-deliverability)
    - [Analytics](https://help.indiegraf.com/indie-email?hsLang=en#analytics)
- [Indie Ads Manager (IAM)](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#main-content)

    - [Reporting & Statistics](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#reporting-statistics)
    - [Essential Articles](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#essential-articles)
    - [Native Ad Templates](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#native-ad-templates)
    - [Quick Start Guide](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#quick-start-guide)
    - [Payment Solutions](https://help.indiegraf.com/indie-ads-manager-iam?hsLang=en#payment-solutions)
- [Hearken](https://help.indiegraf.com/hearken?hsLang=en#main-content)

    - [Planning and Preparing to Launch with Hearken](https://help.indiegraf.com/hearken?hsLang=en#planning-and-preparing-to-launch-with-hearken)
    - [Collecting Questions](https://help.indiegraf.com/hearken?hsLang=en#collecting-questions)
    - [Collecting Votes](https://help.indiegraf.com/hearken?hsLang=en#collecting-votes)
    - [Reporting an Answer](https://help.indiegraf.com/hearken?hsLang=en#reporting-an-answer)
    - [Spreading Hearken Across Your Organization](https://help.indiegraf.com/hearken?hsLang=en#spreading-hearken-across-your-organization)
    - [Creating and Customizing an Embed](https://help.indiegraf.com/hearken?hsLang=en#creating-and-customizing-an-embed)
    - [Workflow Features](https://help.indiegraf.com/hearken?hsLang=en#workflow-features)
    - [Platform Features](https://help.indiegraf.com/hearken?hsLang=en#platform-features)
    - [Setting Up Notifications and Alerts](https://help.indiegraf.com/hearken?hsLang=en#setting-up-notifications-and-alerts)
    - [Setting up APIs and webhooks](https://help.indiegraf.com/hearken?hsLang=en#setting-up-apis-and-webhooks)
    - [Data collection and exporting](https://help.indiegraf.com/hearken?hsLang=en#data-collection-and-exporting)
    - [Automatic categorization](https://help.indiegraf.com/hearken?hsLang=en#automatic-categorization)
    - [Social, outreach, and marketing](https://help.indiegraf.com/hearken?hsLang=en#social-outreach-and-marketing)
    - [Events and In-Person Engagement](https://help.indiegraf.com/hearken?hsLang=en#events-and-in-person-engagement)
    - [Monetizing your Hearken work](https://help.indiegraf.com/hearken?hsLang=en#monetizing-your-hearken-work)
- [Indiegraf Experts](https://help.indiegraf.com/indiegraf-experts?hsLang=en)
- [Indiegraf Product Release Notes](https://help.indiegraf.com/indiegraf-product-release-notes?hsLang=en#main-content)

    - [Product Demo Videos](https://help.indiegraf.com/indiegraf-product-release-notes?hsLang=en#product-demo-videos)
- [General](https://help.indiegraf.com/general?hsLang=en)
- [RevEngine](https://help.indiegraf.com/revengine?hsLang=en#main-content)

    - [Getting Started with RevEngine](https://help.indiegraf.com/revengine?hsLang=en#getting-started-with-revengine)
    - [International giving](https://help.indiegraf.com/revengine?hsLang=en#international-giving)
    - [RevEngine Core](https://help.indiegraf.com/revengine?hsLang=en#revengine-core)
    - [Organization management](https://help.indiegraf.com/revengine?hsLang=en#organization-management)
    - [Working with Stripe](https://help.indiegraf.com/revengine?hsLang=en#working-with-stripe)
    - [Contribution page basics](https://help.indiegraf.com/revengine?hsLang=en#contribution-page-basics)
    - [Customizing your page](https://help.indiegraf.com/revengine?hsLang=en#customizing-your-page)
    - [Branding and images](https://help.indiegraf.com/revengine?hsLang=en#branding-and-images)
    - [Advanced page settings & features](https://help.indiegraf.com/revengine?hsLang=en#advanced-page-settings-features)
    - [Portal & contribution management](https://help.indiegraf.com/revengine?hsLang=en#portal-contribution-management)
    - [Contribution data](https://help.indiegraf.com/revengine?hsLang=en#contribution-data)
    - [Analytics and Reporting](https://help.indiegraf.com/revengine?hsLang=en#analytics-and-reporting)
    - [Best Practices and Recommendations](https://help.indiegraf.com/revengine?hsLang=en#best-practices-and-recommendations)
    - [Receipts, reminders and transactional communications](https://help.indiegraf.com/revengine?hsLang=en#receipts-reminders-and-transactional-communications)
    - [Security & Legal](https://help.indiegraf.com/revengine?hsLang=en#security-legal)
    - [Common issues](https://help.indiegraf.com/revengine?hsLang=en#common-issues)

[![Indiegrf](https://help.indiegraf.com/hs-fs/hubfs/Indiegraf-SecondaryLogo-DarkNavy-2.png?width=260&height=130&name=Indiegraf-SecondaryLogo-DarkNavy-2.png "Indiegrf")](https://help.indiegraf.com/?hsLang=en)

Indiegraf is on a mission to make local news entrepreneurship a great career and life choice for journalists everywhere.

<https://www.instagram.com/indiegrafmedia> <https://www.twitter.com/indiegrafmedia> <https://www.facebook.com/indiegrafmedia> <https://www.linkedin.com/indiegraf-media> [mailto:support@indiegraf.com](mailto:support@indiegraf.com)

Copyright © 2025, Indiegraf Media