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Use a credential handoff task when your IT provider asks for account details during onboarding. This guide is for Company contacts who have access to the task.

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Before you start

  • Open the task in your onboarding portal.
  • If the task is Blocked, finish the items it lists first.
  • You cannot create a credential request or reveal a submitted credential. Your provider does that.
  • Your details are encrypted when you submit them, and your provider can view them once.

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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

Choose Bulk

In the credential task, select Bulk.
2

Add the information

Paste it into Credentials Text, use Choose File to attach a file up to 10MB, or do both. Check the filename. Use the remove control if you chose the wrong file.
3

Submit

Select Submit Credentials, read the confirmation, and select Submit.
4

Confirm

Wait for Credentials submitted securely.
A Bulk attachment does not upload when you choose it. It is sent with the confirmed 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. A revealed or expired submission cannot be reused.

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Troubleshooting

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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.