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Sharing Profiles in a Team: An Access and Offboarding Checklist

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Set up access deliberately

  • Give each teammate an individual login to the profile-management tool. Separate logins make it easier to see who has access and remove it without disrupting everyone else.
  • Use role-based permissions where available. Give each person only the access needed for their assigned work to limit accidental changes and unnecessary exposure.
  • Avoid shared administrator accounts. A single account hides who made changes and makes access harder to manage when responsibilities shift.
  • Record who may use each browser profile or account. A clear access record helps the team spot outdated permissions and resolve confusion about ownership.
  • Follow the rules of every platform the team uses. Shared access should not be used to bypass account limits, identity checks, or other platform safeguards.

Protect credentials and recovery routes

  • Never send passwords in chat, email, or shared documents. These channels can retain copies or expose credentials to people who do not need them.
  • Store credentials in an approved, access-controlled password manager. Centralised storage makes it easier to limit access and update credentials when needed.
  • Keep recovery details current and controlled. A neglected recovery email or phone number can prevent legitimate access or leave an account vulnerable.
  • Enable available multi-factor authentication. A second verification step can help protect an account if a password is exposed.
  • Treat sign-in prompts and recovery requests cautiously. Verify unexpected requests through a trusted route instead of following links or sharing codes.

Keep profiles organised and understandable

  • Assign each profile a clear, descriptive label. Consistent labels help teammates choose the intended profile and avoid mixing work.
  • Document the profile’s purpose and permitted users. A short record gives the team context without relying on informal memory.
  • Keep profile backups in an approved, restricted location. Browser data may contain sensitive information, so backups should be protected and available only to authorised teammates.
  • Hand over profiles through a documented process. Confirm the new custodian, required access, and any relevant settings before the previous custodian’s access ends.
  • Avoid copying profile data to personal devices or accounts. Unmanaged copies are difficult to track, secure, or remove later.

Review access and activity

  • Review the access record on a regular schedule. Periodic checks reveal permissions that no longer match current responsibilities.
  • Remove access when a teammate changes roles. Updating permissions promptly reduces exposure while keeping access aligned with the work.
  • Check for unfamiliar devices or sessions. Unexpected entries may indicate a forgotten sign-in or an access issue that needs investigation.
  • Confirm that shared accounts have an accountable owner. Clear responsibility helps ensure that credentials, recovery details, and access records stay maintained.
  • Document important access changes. A concise record helps the team understand what changed and when to revisit the decision.

Offboard access carefully

  • Revoke the departing teammate’s access to the management tool. Removing their individual login prevents further access through that tool.
  • Rotate passwords for accounts or profiles they could access. Changing shared credentials reduces the chance that old access remains usable.
  • End active sessions and remove authorised devices. A password change alone may not close sessions already signed in.
  • Update recovery details that the departing teammate could control. Confirm that recovery routes remain with the responsible team or account owner.
  • Collect or secure any profile backups and local copies. Check approved storage locations and follow the team’s process for removing unauthorised copies.
  • Review the access record after offboarding. Confirm that the person, their devices, and their recovery routes have been removed wherever appropriate.

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