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Hello Everyone:
Most of my senior clients do very little online. However, I recently started working with several folks with many online accounts. They are in varying stages of cognitive decline and forgetting/resetting passwords all the time. I have tried to keep up master lists on spreadsheets, but am now looking for updated recommendations/information on the on-line products. Since my own household situation is probably the worst, in spite of being cognitively intact (for the most part) 🙂 I volunteered to set ours up first to learn exactly how they operate and then will assist my clients if it seems appropriate.
Thank you for any guidance you can provide!
LisaAfter years of procrastinating, my family is now using LastPass and I use it for some clients also. However, if a client has significant memory loss for these kinds of details (and people lose it in different areas), you may have to “go with the flow.” Some can adapt to using the password manager and some may be past that capability. You will have to assess. In any case, it will be easier for you if you start using a password manager where possible.
Good luck!
NatalieI use Dashlane for our household passwords and it works really well. I’ve got its app on my phone and tablet as well, so no matter where I am, I have access to my passwords. We also have the “family plan” so my husband has access to his passwords in the same account. I have NOT used it for my clients as I don’t like the idea of co-mingling their passwords with my personal ones, and have not yet figured out how to approach this. At this time we keep our client passwords in encrypted files which we access as needed. If there is an easy way to have sub-accounts in a password manager, I’d love to learn about it!
I use mSecure, and really like the fact that I can add my own fields to a record but it requires a pretty techy background. I’d recommend seeing what PC Magazine is recommending; their 2019 recommendations are available here: https://www.pcmag.com/roundup/300318/the-best-password-managers
At the end of the day – the best password manager is the going to be the one that you use consistently every single time!
I use LastPass and add the few clients that need it as family members. I have a folder for each client and share the folder w my assistant if she needs to be involved. I have also got folders I share w my child, husband and clients. I have the app on my phone and it is available via web browser from anywhere.
Hello fellow DMM, I’m back after taking a year off from the forum. Password managers these days now have a Business offering these days that allows multiple users in one account and you can restrict which passwords are allowed for each user. I’ve heard that Lastpass has this feature but I do not have first hand experience with it.
Using an offline password manager such as https://keepass.info/ will also work because you can store each client in separate safe files. If you put it in a shared dropbox you will then be able to access and update as needed remotely.
My personal favorite right now is Bitwarden They have a business offering for teams.
My recommendation is to separate accounts, no matter what you use. Keep your personal/family separate from you business and have another for you clients if you are offering that.
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