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Onboard Customer Access

Use Onboarding to define what must be collected. Use Access to track the actual credentials or approvals.

  1. Open Account → Operations → Onboarding.
  2. Choose the customer and the work being prepared.
  3. Request only the systems required for that work.
  4. Track each request in Account → Operations → Access.
  5. Verify access before scheduling dependent work.
  6. Remove or rotate temporary access when the work is complete.

Never paste passwords, recovery codes, private keys, or API secrets into comments, reports, or ordinary support messages. Use the secure access workflow exposed by TMXIO.

Account membership and Website access are separate boundaries. Adding someone to an Account does not prove they can work on every Website, and Website access does not grant Account administration.