Turn a recurring problem into a service

Clients need help with shared credentials, staff changes and recovery. A defined password-management service gives that work a clear home.

  • Start with an audit
  • Define onboarding ownership
  • Offer a monthly access review

Set boundaries clearly

Agree which users, folders and support tasks are included. Keep client ownership visible.

  • Document escalation
  • Use separate workspaces
  • Record access approvals