Client logins for freelancers
For freelancers working with several clients at once: every login in its client's folder, requests by link instead of messages and a tidy handover when the job ends.
The problem
Designers, web developers and virtual assistants collect hosting, domain, WordPress, social and tool logins for each client. They end up scattered across email, chat and phone notes, and when a job ends nobody is sure what to hand back.
How it works
- 1
One client, one folder
With subprojects if a client has several brands or sites.
- 2
Request logins with a link
The client fills in a form, without creating an account.
- 3
Keep them at hand everywhere
On the web, the phone app and the desktop app, 2FA code included.
- 4
Hand everything over at the end
Export the client's logins or transfer them to their own account.
Details
- The Free plan is enough to start: up to 3 clients and 20 logins.
- The Freelancer plan adds unlimited clients and logins, unlimited intake links and shared 2FA. Spreadsheet import is on every plan.
Features you'll use
Every client's logins, in their place
Passfolio groups logins and cards by client, with subprojects for each brand, channel or location. You find any client's Instagram password in seconds.
A link for clients to send you their logins
Send the client a link to enter their logins in a simple form, without creating an account. They land in the right client in Passfolio, encrypted.
2FA codes shared with your team
Store the 2FA key of each client account and anyone on the team with access generates the 6-digit code on the spot, without asking the client.
Export or transfer everything to the client
When you finish with a client, you hand everything back in order: export their logins to a file or transfer the whole client to their own Passfolio account.
Frequently asked questions
How should a freelancer organize client logins?
The most practical way is one folder per client with all their logins, somewhere encrypted you can open from any device.
What do I do with the logins when a client relationship ends?
Hand them back in a CSV or transfer the whole folder to their Passfolio account, and you stop holding them.
What if I later work with an agency?
You can keep your freelance workspace and the agency's apart, with the same account.
Related
Passfolio for social media managers
For social media managers who run several clients' accounts: every login in its place, the 2FA code without texting the client and everything at hand on your phone.
How to ask a client for their passwords
The tidy way to ask a client for their passwords: a link with a simple form, no voice notes, photos or screenshots, that closes after it's used.
Get your clients' logins in order today
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