Step 1: Define your business requirements

Before jumping in, decide what information you want to keep secure in 1Password.

• Choose what matters most: From logins and credentials to company notes and corporate credit cards, think about the information your team relies on every day.
  
  
• Find where it lives today: Is it tucked away in spreadsheets, another password manager, or scattered across different tools? Bring it all into focus.
  
  
• Set some priorities: Agree on what to move first so you can hit the ground running with the essentials.
  
  

A little planning up front helps your team feel confident and sets you up for a smooth transition.