Delegate Access Handoff Guide

Keep billing ownership, service administration, and technical handoff as separate responsibilities.

Use delegate access for people who need to review or act on customer services without owning the full account.

Avoid sending credentials to random recipient emails when the portal can hold the operational record.

Confirm the delegate's business role, service scope, and whether they need billing, support, or technical visibility.

Document what the delegate should be allowed to see before provisioning begins.

Review delegate access after staff changes, completed migrations, or major support incidents.

Record service notes, IP details, credential status, and provisioning changes inside the managed customer record.

Use support tickets for follow-up instead of scattering operational context across inboxes.

Rotate credentials after emergency access, vendor changes, or completed temporary work.