Agencies and service firms
Look after your clients' accounts safely, and close cleanly when the work ends.
Ad agency, social media team, software house, consultancy or accounting firm: every firm that works in a client's accounts faces the same question. Each client's accounts sit in their own vault; who reached which client and who saw which password is on record.
Sound familiar?
A client moves agency, and nobody knows who knows the Instagram and ad account passwords.
Agency teams sign in to dozens of clients' accounts. On handover day, it is unclear which password is with whom.
Today
- Client passwords in a shared spreadsheet
- A freelancer can still reach them after the project
- The ad account code is on the account manager's phone
- At handover, which passwords to change is a guess
With Passhield
- Each client's accounts in their own vault
- Access with an end date for freelancers
- The code is on the item; who generated it is recorded
- At handover the vault goes over as a password-protected archive, with the changes listed
For teams that work in client accounts
A vault per client
A separate vault for each client; the team sees only the vaults of the clients they look after.
Timed access
Give a freelancer or a project team access with an end date; when it runs out, access closes on its own.
Use without seeing
With "use", an employee opens the panel through the extension but never sees the password; the exposure is recorded too.
The client account's code
Add the client's TOTP code to the item; anyone with permission on the team can generate it, and who did is recorded.
Accountable to the client
Who reached a client's accounts and when is in the audit log; export it when needed.
Archive at handover
When the work with a client ends, archive their vault with a password and hand it over.
When people change
Access to client accounts, always under control.
Service firms change teams often, and a client account's password is usually known to several people. Passhield knows which client's accounts the person leaving saw; the ones to change are listed client by client.
Tasks close as passwords change. When the process ends, you get a report you can show the client.
How offboarding worksThe right way with bank and government portals
Credentials for banks and for government systems such as tax and social security are personal. Passhield warns when storing them, recommends a separate user for each person where possible, and records sharing in these categories.
Manage client accounts from one place.
Open a vault per client and give your team access through groups.