<h2>Introduction</h2>
<span style=”font-weight: 400;”>It is important that we request from the client all information and assets necessary to do our job properly. This includes account credentials, resource materials, contact lists, etc.</span>
<ul>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Request the client to provide the resources listed on the following page. If they don’t have Google accounts, remove those from the list. </span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Inform that all supplied content must be in its final version, of professional quality and in a form suitable for reproduction (i.e. vector format, 300dpi) and that all copy is in a form suitable for typesetting.</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>If necessary, request that they include an explanation on how they want us to use the provided content in their project.</span></li>
</ul>
<span style=”font-weight: 400;”>This is also the time to organize any resources already provided by the client and/or developed by Kika during the prospecting stage from the </span><b>LEAD folder </b><span style=”font-weight: 400;”>to the </span><b>PROJECTS folder</b><span style=”font-weight: 400;”> on the Google Drive. </span>
<span style=”font-weight: 400;”>Once you’ve received all the client-supplied resources and information, make sure to add their credentials to our Dashlane password manager.</span>
<img class=”size-full wp-image-8888 alignnone” src=”https://www.kika.ca/kb/wp-content/uploads/2022/09/img-2.png” alt=”” width=”569″ height=”505″ />
<h2>3rd Party Access (e.g. Imark)</h2>
<span style=”font-weight: 400;”>We limit access to our clients’ website and server properties since we are responsible if anything happens to their data. Any requests must be directed to our Systems Administrator, Tochi (</span><a href=”mailto:tochi@kika.ca”><span style=”font-weight: 400;”>tochi@kika.ca</span></a><span style=”font-weight: 400;”>) </span>
<h2>Server Access</h2>
<ul>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>We</span><span style=”font-weight: 400;”> cannot provide full cPanel access as we are responsible for the data confidentiality on the client’s hosting (website + emails + others).</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>For</span><span style=”font-weight: 400;”> website backups, we have daily backups for the websites that we are maintaining. </span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>For</span><span style=”font-weight: 400;”> minor updates ( e.g. content, title, description ), including redirects, I think they can be done directly on the live website via the Yoast plugin and would not need an immediate full backup as these updates would not technically introduce critical issues on the website.</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>If</span><span style=”font-weight: 400;”> they would need to do some major updates, then we can setup a staging instance for their developer. Once they’ve implemented and reviewed the updates, we will run a QA and if everything looks fine, we will then deploy to the live site.</span></li>
</ul>
<h2><b>Website Management Access</b></h2>
<ul>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>For the WordPress user access, we provide our 3rd party vendors’ with a Controlled Admin user account to control their level of access to our clients’ WP websites. This is made possible by the Controlled Admin Access plugin which specifies which WP sections and plugins an admin account can access. (Note: The role of SEO Manager does not have capabilities to edit files and it has a loose access control to plugins.)</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Controlled Admin users have access to the Posts, Pages, Media, Redirection plugin and Yoast plugin which enables them to do the following:</span>
<ol>
<li style=”font-weight: 400; list-style-type: disc;”>Manage post / pages contents, titles and descriptions</li>
<li style=”font-weight: 400; list-style-type: disc;”>Manage image alts</li>
<li style=”font-weight: 400; list-style-type: disc;”>Manage redirections</li>
<li style=”font-weight: 400; list-style-type: disc;”>Manage sitemaps</li>
<li style=”font-weight: 400; list-style-type: disc;”>Edit access and robots.txt</li>
</ol>
</li>
</ul>
<span style=”font-weight: 400;”>If they need other SEO plugins or access to other sections of the website, we can add them on the list of accessible plugins / sections. </span>
<h2><b>Password Management</b></h2>
<b>Adding a <u>new client</u> to Dashlane</b>
<ol>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Login to the </span><a href=”mailto:dashlane@kika.ca”><span style=”font-weight: 400;”>dashlane@kika.ca</span></a><span style=”font-weight: 400;”> (Master account) or </span><a href=”mailto:team@kika.ca”><span style=”font-weight: 400;”>team@kika.ca</span></a><span style=”font-weight: 400;”> Dashlane account</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Go to Tools > Add password categories</span></li>
</ol>
<span style=”font-weight: 400;”>Create category: </span><b>CLIENT: {CLIENT NAME}, e.g. CLIENT: KIKA MARKETING</b>
<b>Adding a </b><b>new password</b><b> to Dashlane</b>
<strong><i>Step 1</i></strong>
<ol>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>On the left side menu, select Passwords</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Select “Add new” button on top-left corner</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Add website, login and password</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Organize the password under the client’s category</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Leave space under Kika Marketing</span></li>
<li style=”font-weight: 400;” aria-level=”1″><span style=”font-weight: 400;”>Click “OK”</span></li>
</ol>
<strong><i>Step 2</i></strong>
<ol>
<li><span style=”font-weight: 400;”>On the pop-up window, update info under Name field so that it contains the name of the platform and the name of the client (instead of the website URL).
</span><span style=”font-weight: 400;”>E.g. “</span><a href=”http://www.wordpress.com”><span style=”font-weight: 400;”>www.wordpress.com</span></a><span style=”font-weight: 400;”>” to “WordPress – {CLIENT NAME}”</span></li>
<li><span style=”font-weight: 400;”>Add any notes such as answers to security questions, PIN codes, etc.</span></li>
<li><span style=”font-weight: 400;”>Toggle the “Shared access” tab and select “Share” link to share the password with “Full Rights” to </span><a href=”mailto:dashlane@kika.ca”><span style=”font-weight: 400;”>dashlane@kika.ca</span></a></li>
</ol>
<h2>Tools & Resources</h2>
