MSP workflows

Operational workflow guides

documentation-sops · workflow

Client Credential Management Workflow for MSPs

How MSPs collect, store, rotate, and audit client credentials.

Collect

Identify credential sources; require admin access handoff; record scope and system ownership.

Store and control access

Store in controlled vault; enforce role-based access; require MFA where supported.

Rotate and audit

Rotate on onboarding, offboarding, and incidents; audit access and stale credentials on schedule.