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.
The problem
When a team member leaves, the passwords they knew keep working. Without a log, the only safe option would be to change them all, and in practice none get changed.
How it works
- 1
Check the impact
Before removing them, Passfolio shows which clients they could access and how many passwords they viewed.
- 2
Remove them from the workspace
They lose access to every client at once and their open intake links are revoked.
- 3
Rotate only what's needed
The "To rotate" list has only the logins whose password or 2FA they viewed.
- 4
Keep a record
The removal and every rotated password are recorded in the activity log.
Details
- Whatever that person added stays in the workspace.
- Included from the Agency plan.
Features you'll use
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.
Team activity log
See who viewed, copied or changed each of your clients' logins in the last 90 days. Filter by client, by person or by type of action.
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.
Frequently asked questions
Do I have to change every password?
No. Only the ones that person viewed; Passfolio lists them for you.
What if that person wrote the passwords down somewhere else?
Passfolio can't see what happened outside the app. That's why it's worth rotating what's flagged even if it seems excessive.
Related
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.
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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