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Playbook

Solving 2FA problems in client access

Last updated: August 2026

Two-factor authentication breaks shared logins because the code goes to the account owner, not the agency — leading to phone tag and lockouts. Partner and user access remove the problem entirely.

The playbook

  1. Stop sharing logins that trigger 2FA prompts.
  2. Use each platform's official multi-user or partner access.
  3. Each team member logs in with their own identity.
  4. Keep the client's 2FA on.
  5. Remove access cleanly when finished.

The shortcut

HandItSafe was built for exactly this. One link requests the access you need through each platform's official process, your client keeps a panel to see and remove it, and every change is logged — so onboarding is fast and offboarding is clean.

FAQ

Frequently asked questions

Why 2fa breaks shared logins and the fix?

Two-factor authentication breaks shared logins because the code goes to the account owner, not the agency — leading to phone tag and lockouts. Partner and user access remove the problem entirely.

How does HandItSafe help?

It requests the right access in one link using official partner systems, gives the client a control panel to remove access anytime, and logs every grant and removal for clean offboarding.

Keep reading

Related

Client onboarding for agenciesThe client offboarding processHandItSafe vs Leadsie

Skip the whole thing — send one link.

HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.