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Use a credential handoff task when your IT provider requests account details during onboarding. Open it inside your onboarding portal.
For Company contacts assigned access to the task. You cannot create a credential request or reveal a submitted credential from the Company task view. Your provider manages those actions.

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Submit one set of details

1

Open the task

Read the request so you know which account or service the provider needs. If the task is blocked, complete its listed dependencies first.
2

Use Single mode

Enter the requested Username, Password, API Key, and Notes. At least one field must contain information. The Password field has a show/hide control.
3

Review before submitting

Select Submit Credentials. This opens a confirmation explaining that the submission cannot be edited afterward.
4

Confirm the handoff

Select Submit in the confirmation to send the details. Select Cancel if you need to return to the form. Wait for Credentials submitted securely before leaving.
Typing into the fields does not save a draft. Only the selected entry mode is submitted.

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Submit several credentials or a file

  1. Select Bulk in the credential task.
  2. Paste the requested information into Credentials Text, use Choose File to attach a file up to 10MB, or provide both.
  3. Check the selected filename. Use its remove control if you chose the wrong file.
  4. Select Submit Credentials, review the confirmation, then select Submit.
  5. Confirm that the submitted message appears.
Choosing a Bulk attachment does not upload it immediately. It is sent with the confirmed credential submission.

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After submission

The task displays the submitted status and, when available, the submission date. The Company view does not show the submitted values or offer an edit button. Your provider has a separate process for retrieving the handoff. If something is wrong or missing, contact your provider and ask for a new credential handoff task. Do not assume that a revealed or expired submission lets you reuse the same task.

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Frequently asked questions

Use the credential handoff task your provider created. Choose Single for named fields or Bulk for pasted details and an optional file. General task comments are a different workflow.
No. Single mode requires at least one populated field. Bulk mode requires text or a file. Supply the information your provider actually requested.
No. Select Submit Credentials, then confirm Submit. Closing or leaving an unsubmitted form does not create a saved handoff.
No. Cancel closes the confirmation before submission. The completed task does not provide a Company-side delete or edit action.
No. The Company view shows submission status, not the values. Ask your provider for a new request if a correction is needed.
No. It confirms your submission. Provider retrieval and use happen separately.
Check that the selected mode contains information and that the task is actionable. A blocked task, existing submission, expired access, or completed workspace can prevent another submission.