How do you keep client accounts organized when managing multiple websites?

Discussion in 'General Business' started by DICee, Aug 17, 2026.

  1. #1
    Hey everyone,

    How do you keep client logins organized when you’re managing a bunch of websites at the same time? Between WordPress, Search Console, social accounts and other tools, I keep ending up logged into the wrong client acc lol.

    Do you use separate browser profiles for each client or something else?
     
    DICee, Aug 17, 2026 IP
  2. sarahk

    sarahk iTamer Staff

    Messages:
    29,119
    Likes Received:
    4,612
    Best Answers:
    124
    Trophy Points:
    665
    #2
    Browser profiles, text docs
     
    sarahk, Aug 17, 2026 IP
  3. matt_62

    matt_62 Prominent Member

    Messages:
    1,832
    Likes Received:
    515
    Best Answers:
    14
    Trophy Points:
    350
    #3
    How many clients do you need to manage? How many tools do you find yourself switching through?
    Honestly my approach would be to:
    - use a different browser to what I use for personal
    - use incognito mode, so I can close it between jobs
    - ask claude to make a crm tailored to my needs where i can add clients, add properties (ie, fb page, username, pass), add jobs (ie post to facebook daily).

    I've attached screenshots of a working prototype I just made in claude because why not.
     

    Attached Files:

    matt_62, Aug 19, 2026 IP
  4. Luiza31

    Luiza31 Banned

    Messages:
    21
    Likes Received:
    1
    Best Answers:
    1
    Trophy Points:
    48
    #4
    You can keep client logins organized by using separate browser profiles in Chrome, Edge, or Firefox. Each profile keeps cookies, history, and extensions fully isolated. You can also use a secure team password manager like 1Password or Bitwarden to store and auto-fill the right credentials.
     
    Luiza31, Aug 19, 2026 IP
  5. matt_62

    matt_62 Prominent Member

    Messages:
    1,832
    Likes Received:
    515
    Best Answers:
    14
    Trophy Points:
    350
    #5
    I've just uploaded client work hub. "clientworkhub dot com". Its free to download. I have no intent to keep hosting the download it if its not somethng anyone wants so i recommend downloading it, fast.

    Its only had light testing, but covers what you were after.
    It can run locally, but there's more functions available if its hosted on cpanel. If you follow the setup properly, it can work with your main site and (not tested), accept bookings and payments via stripe from your main website.

    It has 2fa, as well we split the folder in a way so that you can use cpanel password manage over the admin account.
    basics. add clients, add properties (websites, social media etc). then create a job for that client.
    lets say same client has 2 jobs. 1st is to check wordpress is secure and up to date, daily for a month. , so in client, new job, select the asset/property for the job, select 30days, 15mins a day. boom, everyday you log in, there is a task, 1 click on the task, click on the link to the admin for that asset, 1 click copy the username or pass. Now im lazy af when it comes to notes, so i setup service snippets. things like"updated website", " ensure it was up to date..." so i can 1 click on the job (daily task) notes, for either internal, or "client visible". end of the job, ie 30days, 1 click generate a pdf with the client visible notes, and send it. done. happy client.

    lets say 2nd job is to create content for insta, fb account, website blog. client, new job, select the assets that apply, maybe its 90mins a day for 7 days. boom, done, you schedule now shows that on your calendar.
    I dont think there is any project close to this, but I could be wrong. One feature I was working on is smart reminders. The current version ships manual smart reminders (not automatic ones). try it for a year, im happy to tweak that further but really need more specs. I've also added in an easy way to download and install updates via the admin panel.

    The project was made in claude. It took longer to find and choose the url, then to make and test.
     
    matt_62, Aug 25, 2026 IP
  6. jessicaherron9

    jessicaherron9 Active Member

    Messages:
    176
    Likes Received:
    16
    Best Answers:
    0
    Trophy Points:
    68
    #6
    The best way to organize is to separate browser profiles.
     
    jessicaherron9, Sep 2, 2026 IP
  7. Lily_josephine

    Lily_josephine Banned

    Messages:
    4
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    1
    #7
    I usually recommend keeping each client’s accounts organised separately, especially when managing multiple websites. Separate browser profiles work really well because they keep WordPress, Search Console, Analytics, social accounts, and other logins isolated. A password manager is also useful for securely storing credentials and avoiding mix-ups.
     
    Lily_josephine, Sep 9, 2026 IP
  8. monaj sing

    monaj sing Peon

    Messages:
    2
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    1
    #8
    Browser profiles are the right starting point, and a few things I’d add since the thread has covered the basics:

    1. Browser profiles per client, and name and color-code them.
    Chrome and Edge let you assign a color and name to each profile, so the window itself tells you whose account you’re in. Most “wrong client” mistakes happen because every window looks identical. Put the client’s name in the profile name, and use a distinct theme color if you have more than a handful of clients.

    2. Use a password manager with shared vaults or collections, not a text doc.
    Bitwarden or 1Password lets you make one vault per client, which has a few advantages over plain text:

    • Autofill only offers the credentials for the site you’re on, which cuts down on pasting the wrong login.
    • You can share a client’s vault with a freelancer or VA without exposing every other client.
    • You can revoke access instantly when someone leaves or a client ends the contract.
    • Built-in TOTP storage handles 2FA codes, which matters now that most client accounts require them.
    3. Don’t log in with your own credentials where you can avoid it.
    Where possible, ask clients to add you as a user instead of sharing their login. Search Console, Google Analytics, Meta Business Suite, and WordPress all support delegated access. You sign in with your own account, switch between client properties from one dashboard, and there’s an audit trail. It also means you’re not holding their master password if something goes wrong.

    4. Keep a simple client sheet for non-secret info only.
    Things like the site URL, hosting provider, which profile they use, renewal dates, and who the contact is. Passwords shouldn’t live in it, but it saves a lot of “which account was that?” confusion.

    A word of caution on the custom-CRM suggestions: building a tool that stores client credentials is fine for a hobby, but a homegrown app holding your clients’ admin logins is a security liability unless you’ve properly audited it, especially if it’s hosted on cPanel. For credentials specifically, a battle-tested password manager is a safer bet than a new, lightly tested tool, and I’d think twice before downloading and running an unfamiliar app from a forum post. Task and job tracking is a separate problem from credential storage, and tools like Trello or Notion can handle that without ever touching passwords.

    If you only change one thing, switch to per-client profiles plus a password manager with separate vaults. That alone fixes most of the “logged into the wrong account” problem.

    visit https://metrocksteel.com/copper-pipe-supplier-stockist-malaysia.php
     
    monaj sing, Oct 8, 2026 IP
  9. Serhii

    Serhii Peon

    Messages:
    20
    Likes Received:
    2
    Best Answers:
    0
    Trophy Points:
    3
    #9
    save pages where you logged in to your desktop
     
    Serhii, Oct 9, 2026 IP
  10. conqueror777

    conqueror777 Member

    Messages:
    275
    Likes Received:
    11
    Best Answers:
    0
    Trophy Points:
    25
    #10
    I keep documents of every site that I operate so I won't get confused.
     
    conqueror777, Oct 10, 2026 IP