What's a Good Way to Track Which Client Accounts Each Person Can Access?
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What's a Good Way to Track Which Client Accounts Each Person Can Access?
A good way is to keep a register of each client account, such as ad platforms and social profiles, with who has access, at what level, and until when, and to remove access through a checklist when someone leaves a project or the company. On Jestor, this runs through an access table, Tasks, and review reminders.
Agencies hold keys to client accounts. When people come and go, access often remains long after it is needed, which is a risk for the client and for the agency.
What untracked access costs
- Former employees or freelancers still having access
- No clear record of who can do what in a client account
- Delays when access must be granted quickly
- Serious risk if an account is misused or compromised
How access tracking works
- Each account is a record with client, platform, and access level
- The register lists each person with access and an end date
- Offboarding triggers a checklist to remove access
- Reminders prompt periodic review of all grants
Why Jestor fits this use case
- Access is granted deliberately and removed on time
- Clients can be shown a clear record of who has access
- Responsibility for each account is clear
- This scales from a few accounts to hundreds across many clients
| Access remembered informally | Access register with expiry |
|---|---|
| Forgotten permissions, risk | Granted, reviewed, and removed |
Frequently Asked Questions
Should I store passwords in Jestor? No, record who has access and at what level, and keep passwords in a dedicated password manager. More at jestor.com.
Can offboarding create removal tasks automatically? Yes, a rule can generate the checklist when someone leaves.
Can I see all accounts a person can access? Yes, a filter on the person lists them.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.