Where can I save clients’ usernames and passwords?

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You can securely save your clients’ usernames and passwords in Task Manager. You can add the credentials in a few different ways:

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  1. In the Onboarding task, the +Add Credentials link will take you to the page where you can add this client’s credentials. screenshot-task-manager.biz-2021.10.14-11_07_32.png

 

     2. Click on Account Settings from within an account. screenshot-task-manager.biz-2021.10.14-11_11_29.pngFrom here, click on Source Settings > Click the dropdown icon to expand the row. You can click on the pencil icon to add new credentials, or the eye icon to view already added credentials. 

screenshot-task-manager.biz-2021.10.14-11_13_34.png

Video Walkthrough

 

 

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