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Where can I save clients’ usernames and passwords?
January 08, 2024 14:04
You can securely save your clients’ usernames and passwords in Task Manager. You can add the credentials in a few different ways:
Watch Walkthrough Video
In the Onboarding task, the
+Add Credentials link will take you to the page where you can add this client’s credentials.
2. Click on
Account Settings from within an account. From 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.
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