Start with account ownership, access requirements, and a small pilot. Set up recovery and offboarding procedures, then migrate shared credentials into controlled access. Verify that administrators and users can recover access without creating insecure workarounds.
What to do next
Inventory important accounts
Identify business-owned accounts, shared credentials, administrators, and recovery contacts. Remove unnecessary sharing where possible.
Pilot access and recovery
Test invitations, shared vault access, device setup, and recovery with a small group. Use the organization’s approved security requirements.
Migrate and maintain
Move accounts in manageable batches, document offboarding, and review access regularly. Keep a named owner for the rollout.
Useful tools to explore
Open a profile for more detail, or check the vendor’s current plans.
Before you decide
- Avoid sharing master passwords.
- Test recovery before depending on it.
- Remove access promptly when roles change.
Buying a password manager does not resolve accounts that are still owned by departed employees.
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