Client credential intake portal
Give clients a safer path to send credentials during onboarding, support, or migration work.
Start secure intake
Use dashboard request links and team workflows to collect credentials from clients securely.
Start secure intakePublic visitors can read this workflow page; creation stays inside account-controlled product surfaces.
A client credential intake portal gives clients a safer place to send passwords, login details, and setup secrets during onboarding, support, or migration work.
What to avoid
- Collecting client passwords in spreadsheets.
- Asking clients to email credentials to a shared inbox.
- Storing many customer secrets in long-running ticket threads.
Safer workflow
- 1 Create request links for each client or project.
- 2 Send clients the secure fill link instead of asking for plaintext.
- 3 Keep ownership, notifications, and quotas inside the dashboard.
- 4 Delete or rotate credentials after the work is complete.
Unsafe channel vs safer delivery
Trust Notes
- Request-based secret intake
- Secure external fill links
- Dashboard ownership
- Team workflow upgrade path
Common Use Cases
FAQ
Can clients send credentials without an account?
Yes, request links are designed so the receiver owns the workflow and the client fills the secure link.
Why avoid spreadsheets for credential intake?
Spreadsheets are copied, synced, shared, and retained. Temporary secret links reduce long-term exposure.
Is this a full portal in v1?
This page routes into the existing secure request workflow first; deeper portal behavior can be added later.
Related Tools
View all toolsRequest a password securely
Ask someone for credentials without making them paste secrets into email, Slack, or a support thread.
Secure file drop
Receive confidential files without asking people to attach them to email or upload them to a permanent shared drive.
Send login details securely
Share structured credentials without putting the username and password directly into email, chat, or support tickets.
Create a secure note for a support ticket
Paste a secure expiring link into the ticket instead of exposing credentials in the ticket history.