> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Hand over credentials during onboarding

> Use a credential handoff task to submit account details, pasted text, or a file to your IT provider.

Use a credential handoff task when your IT provider requests account details during onboarding. Open it inside your [onboarding portal](/user-guides/client-onboarding/open-your-onboarding).

<Note>
  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.
</Note>

## Submit one set of details

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review before submitting">
    Select **Submit Credentials**. This opens a confirmation explaining that the submission cannot be edited afterward.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Typing into the fields does not save a draft. Only the selected entry mode is submitted.

## 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.

## 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.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Where can I send passwords or API keys requested during onboarding?">
    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.
  </Accordion>

  <Accordion title="Are all fields required?">
    No. Single mode requires at least one populated field. Bulk mode requires text or a file. Supply the information your provider actually requested.
  </Accordion>

  <Accordion title="Does the task save as I type?">
    No. Select **Submit Credentials**, then confirm **Submit**. Closing or leaving an unsubmitted form does not create a saved handoff.
  </Accordion>

  <Accordion title="Does Cancel delete a previously submitted credential?">
    No. Cancel closes the confirmation before submission. The completed task does not provide a Company-side delete or edit action.
  </Accordion>

  <Accordion title="Can I read back or correct the details afterward?">
    No. The Company view shows submission status, not the values. Ask your provider for a new request if a correction is needed.
  </Accordion>

  <Accordion title="Does the submitted message mean my provider has used the credentials?">
    No. It confirms your submission. Provider retrieval and use happen separately.
  </Accordion>

  <Accordion title="Why is Submit Credentials unavailable?">
    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.
  </Accordion>
</AccordionGroup>

## Related guides

* [Upload onboarding documents and secure files](/user-guides/client-onboarding/upload-files)
* [Complete tasks and forms](/user-guides/client-onboarding/complete-tasks-and-forms)