Login manager for marketing agencies
Passfolio is the login manager for digital marketing agencies: each client's logins and cards organized, 2FA shared with the team, a log of who saw what and a tidy handover at the end.
The problem
An agency of 5 to 15 people handles dozens of client accounts: social networks, Meta Business, Canva, hosting, domains, online stores. Passwords live in a shared spreadsheet and on WhatsApp, 2FA depends on the client answering, the ad-spend card is a photo somewhere, and when someone leaves nobody knows what to change.
How it works
- 1
Day 1: import the spreadsheet
Paste the logins spreadsheet you already have and Passfolio creates one client for each.
- 2
New client: send them the link
The client fills in their logins in a form, without creating an account, and they arrive encrypted in their folder.
- 3
Every day: the team works without stopping
Each person sees only their clients, generates 2FA codes without bothering the client and has the ad-spend card at hand.
- 4
When someone leaves: one-click offboarding
Remove them from every client and get the list of passwords they saw so you can rotate them.
- 5
When a client leaves: hand everything over
Transfer the client to their own account or export their logins.
Details
- The Agency plan includes 5 people and Agency+ 15, at a fixed monthly price. If the team grows, add extra people.
- The activity log shows who viewed or copied each password in the last 90 days.
- Works for social networks, design tools, hosting, domains, online stores and ad-spend cards.
- It doesn't replace official Meta or Google Ads delegation: it covers everything shared with a username and password.
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.
Your team, with just the right permissions
Invite each person to the whole workspace or only to the clients they handle, as admin, editor or read-only. Everyone sees only what they need.
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.
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.
Offboard a team member in one click
When someone leaves the team, you remove them from every client in one click. Passfolio shows you which passwords, 2FA codes and cards they viewed, so you know what to change.
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 does an agency share client passwords with its team?
The safest way is an encrypted place where each person sees only the clients they handle, instead of a spreadsheet or a WhatsApp group. In Passfolio you invite each person to their clients with a role: admin, editor or read-only.
How does the team handle 2FA on a client's Instagram?
Save the account's authenticator app key once and anyone on the team with access generates the code on the spot, without texting the client.
Does my team need to be tech-savvy?
No. If they can use a spreadsheet, they can use Passfolio.
How much does it cost for an agency?
The Agency plan is a fixed monthly price with 5 people included. If you need more, add extra people, up to 10 in total. See the amounts in the plans section.
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.
What to do when someone leaves the team
When someone leaves the agency, you remove them from every client in one click, see exactly which passwords they viewed and change them in order.
Get your clients' logins in order today
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