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Forum Discussion
Former Member
5 years agoTwo accounts - now needs two different passwords every time you login?
With the old version, I was able to have a personal account and a business account. Once I connected them, I only had to use my personal password going forward. Now it looks like I have to enter a pa...
Former Member
4 years agoIt appears that I failed to read to read carefully enough what people have written, I apologize for that.
Sharing an account password?
If I understand correctly (and I may still be failing to understand), some of you have a workflow in which you actually share account passwords with some clients. That is, you may be consulting for Alice and fully managing her account to the point where you, the consultant, has Alice's account password. Naturally, you would want to unlock a whole bunch of such accounts at once, but you don't want to let Alice have your account passwords for your other accounts,
If that is what is going on (for some of you) then, yes, the new system really does break that workflow, and badly. It is easy for me to say that you shouldn't have a shared account password (and I do say that), but when a client just asks you to take care of things and doesn't want to deal with anything more complicated for them, you are kind of stuck.
Possible work-around
I think that there is a work-around, but it isn't pretty. On the other hand, having two people use the same account password is inherently ugly anyway. The work around is also more expensive. (This isn't some plot to get your clients to send us more money, but it may have that consequence.)
Each of your clients need to have their membership in a non-Individual account. Individual accounts are simply not set up for sharing. Whether that is a team that you are the owner of, or whether you direct your clients to set up a non-individual account will probably depend on your client's needs. But let's suppose it is a separate account "owned" by Alice, even though you set everything up. You make yourself a co-owner of Alice's account. And you create your own membership on her account. You then set up a shared vault (or several) on that account between you and Alice. Alice keeps her own individual account password (although you will know it, you will rarely need it beyond setup). For your membership on Alice's team or family you can use the same account password that you use for all of your clients. So you can get all of those vaults to unlock with a single account password of your choosing without giving Alice and other clients a password that is used for anything other than their own account.
Setup is a bit more complicated, and it won't really work if each of your clients only have Individual accounts, but it makes the flow more coherent. There is not going to be a pretty solution to multiple individuals using the same membership, and thus the same account password. But perhaps this work-around will work for you or at least help you come up with solutions that don't go so much against the grain of what Individual accounts are for.