Replies posted by Emily Marston

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Terri SvihlaRising Star
asked in Ask a Peer

Ideas for tracking client logins

We use accounting details section in the Karbon client information page for this level of data.  But for more secure password storage and sharing we use LastPass.  We don’t store things like banking and payment platforms in Karbon, LastPass is more secure and is set up for this.  I suggest the business version so you have control over user accounts once an employee is terminated.  The teams version doesn’t allow you to take over an account very easily.  We do have an internal policy that all client logins are in a folder shared with ownership passed to me so we don’t loose anything and I can revoke access if needed.

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Sr. Karbon Community Guide
1 year ago

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