You can securely save your clients’ usernames and passwords in Task Manager. You can add the credentials via an Onboarding task or within Account Settings:
How to add login credentials via an Onboarding task:
- Navigate to Fulfillment > Open Task Manager > Tasks
- Use filters and/or search to find the Onboarding Task
- In the Onboarding task, the +Add Credentials link will take you to the page where you can add this client’s credentials.
How to add login credentials via Account Settings
- Navigate to Fulfillment > Open Task Manager > Accounts
- Use the search function to find the account
- Click on Account Settings
- Navigate to Source Settings and click to expand Search engines, Review Sites, Directories, and Social Sites
- Click Edit Credentials to enter the Username and Password
- Click Save