Website Access & Credentials Request
Send it to clients and let them fill it out — no back-and-forth.
Site & Hosting Details
Provide the hosting, domain, and CMS details so we can access and manage your site safely.
Full URL of the site we will be working on (include https://).
Which CMS does your site use?
Select the content management system powering your site.
Direct link to the CMS login or admin panel (if different from site URL).
Name of the hosting company where the site files and database are hosted.
Link to your hosting account login (cPanel, Plesk, provider dashboard).
We may need the account username or ID to locate your hosting record. Do not enter passwords here.
Optional: username for file access. If you prefer, upload credentials securely below.
Optional: helpful for migrations or troubleshooting database issues.
Domain & DNS
Domain registrar and DNS settings help us point the site correctly and verify ownership.
Where your domain is registered so we can request DNS changes if needed.
Direct link to your registrar's login page (optional but helpful).
Account identifier to help support locate your domain record.
If you use a DNS or CDN provider, name it so we can coordinate DNS or caching changes.
Accounts & Credentials (Sensitive)
Provide access credentials. Sensitive text fields are encrypted at rest. If you prefer, upload a secure file instead.
How will you share credentials?
Choose how you'd like to provide login information.
Username or email you use to log into the CMS.
Enter the CMS password or a temporary access code. This field is encrypted.
Password or API key for your hosting provider (encrypted). Provide API key if available for safer access.
Enter FTP/SFTP password or a reference to the SSH key you'd like us to use. Encrypted at rest.
If applicable, the DB password (used only for migration/troubleshooting). This is encrypted.
Only provide if you want us to manage DNS or transfer domains. This is encrypted.
Third-party Integrations & Services
Logins or account IDs for services connected to your site (analytics, email, payment gateways).
Which integrations apply?
Select all services that are connected to your website or that we may need access to.
Provide account emails or IDs for the integrations selected above (do not paste API secrets here).
Only provide API keys or tokens if you are comfortable; this field is encrypted.
Access Notes & Permissions
Tell us any constraints, permissions limits, or temporary access windows.
If you want access to be temporary, let us know dates or duration.
Describe the minimum permissions we should request (recommended for security).
Include any special procedures needed to access accounts (2FA methods, contact to approve login, etc.).
Attachments (Credentials & Documentation)
Upload secure files such as password manager exports, screenshots, or account owner authorization documents. We prefer encrypted files or temporary links.
Upload credential files (optional)
Attach password manager export (encrypted), screenshots, or TXT files with credentials. Max size depends on portal limits.
Upload site-related documents
Sitemap, hosting invoices, migration notes, or a style guide that will help with access and updates.
Authorization & Sign-off
Confirm authorization for our team to access the accounts and make agreed changes.
Do you authorize our team to access these accounts on your behalf?
We will only access accounts for the purposes described in your project scope.
Name of the person authorizing access on behalf of the company.
Date of authorization
Date you grant authorization for our team to access the accounts.
Digital signature (optional)
Sign to confirm authorization (optional). Use this for formal sign-off if needed.
Draw a signature in the box above







