Ensuring Business Continuity: Effective Account Creation & Access Management

By Brian Lilly

Account Creation and Access Management

As more business and marketing tools become subscription-based or at least behind a login, account creation and access management processes are increasingly important to operational continuity. When an account owner departs or a new consultant is being onboarded, an unforeseen challenge that many face is the transition of account access. This issue becomes particularly critical when the departure is unexpected or abrupt.

Why Is Account Continuity Important?

Imagine this scenario – you have an employee who is instrumental in setting up your digital presence – they created or manage your social media platforms, Customer Relationship Management platforms, or Google Analytics on your website. 

One day they suddenly have to step down for health reasons, or they get offered an incredible opportunity they can’t pass up. What happens to your accounts then? Are you still able to access all of them? Do you know who has access to which account?

This situation is more common than you might think. In some instances, clients have to spend hours digging through old emails, chatting with support, or reaching out to old employees, and sometimes the accounts still aren’t able to be recovered. 

As you can imagine, disrupted access not only hampers productivity but can lead to losses in data, time, and financial resources. Therefore, methods that ensure seamless continuity in account access should be a primary focus in any company’s digital strategy.

Accounts Needing Continuity

Social Media Platforms 

Social media is at the forefront of a company’s public image, customer interaction, and marketing strategies. Ensuring continuity in account access is crucial for maintaining a consistent brand voice, responding with timeliness to customer inquiries, and conducting effective marketing campaigns. Any interruptions could lead to missed opportunities, confused customers, and potentially a tarnished reputation.

Account continuity is particularly important for companies running social media advertisements. If account access is lost for these accounts, you will lose the ability to set up and run new campaigns. You may have to set up completely new ad accounts which will cost you time and cause a loss in data. 


Websites are the digital home and storefront for many businesses. It’s particularly important to maintain continuous access to the front end of the site as well as the hosting provider. This is necessary to keep Secure Socket Layer (SSL) certificates up to date, to retain the ability to rebrand the website, make updates to website content, and to keep interactive features functioning properly. Ensuring consistency in website account access, therefore, is instrumental to providing an uninterrupted user experience, and for maintaining a robust online presence.

Analytics Tools 

These platforms collect and analyze extensive data over time, providing valuable insight into user behavior, site performance, and marketing effectiveness. Interruptions in account access can disrupt this data collection process, leading to loss of analytics data and potentially skewing results. A consistent account management process ensures uninterrupted data collection and analysis, fostering informed decision-making and strategic planning.

Customer Relationship Management Platforms 

CRMs serve as vital repositories of customer data and interaction history, enabling personalized customer service and effective marketing strategies. Continuity in CRM account access is crucial, as disruptions can lead to loss of customer contacts, a lapse in customer engagement, and potential loss of sales opportunities. A seamless account transition process preserves the integrity of customer relationships, supports ongoing sales efforts, and maintains the quality of customer service, regardless of changes in personnel or vendors.

Email Marketing Tools 

These platforms serve as the hub for email campaigns, subscriber lists, and performance metrics. If account access is interrupted, there can be a significant impact on marketing initiatives, including the inability to send scheduled campaigns, loss of contact with subscribers, and gaps in the monitoring of email performance. Ensuring continuity in email marketing account access allows for seamless, uninterrupted communication with customers, preserving marketing momentum and maintaining a strong customer engagement strategy.

Project Management Systems 

Project management systems are a critical component of operational efficiency, facilitating workflow management, team collaboration, and tracking of project timelines. Keeping accessibility current with these tools safeguards project workflows from disruption and tasks from being left unattended due to a change in personnel. This is instrumental in maintaining project timelines, ensuring continuous productivity, and contributing to the overall success of the company.

Access Continuity Plan Tips

Level 1

  • Keep a list of critical digital accounts. 
  • Do not set up or use accounts linked to personal email addresses because it’s difficult to remove access and could put company data at risk. 
  • Designate one or more administrators (Admin, IT, Department Heads, etc.) to oversee access management.
  • Ownership accounts should be held by administrative email accounts (admin@, marketing@) with multiple password holders so that the account is not linked to a single employee.
  • Have at least three administrators for social accounts in particular, but consider doing this for other accounts, if allowed.
  • Utilize cloud syncing (such as Google Drive or Dropbox) to ensure the business maintains access to important files and that multiple employees can access them from any device or location.

Level 2

  • Implement a password management tool, such as LastPass. The enterprise account has access management and sharing to ensure that employees have access, but leadership maintains control.
  • Standardize security measures including strong passwords and two-factor authentication.
  • Conduct regular training sessions that stress the importance of digital account security and continuity.

Level 3

  • Document access details – this could be a single piece of paper with a master list of passwords, usernames, and any other pertinent information. This should be stored in a fireproof safe on the premises and also in a safe deposit box at a bank.
  • For truly mission-critical documents stored on the cloud, consider backing them up on an external hard drive. This is a good option for documents that aren’t updated often.
  • Have a backup plan in the event of an outage, cyber attack, or system failure. This could include the identification of alternative communication channels, backup servers, and temporary work processes.
  • Regularly test your continuity plan through simulated scenarios or tabletop exercises.

Final Thoughts

The dynamic nature of the digital world necessitates a robust continuity plan for account access within organizations. The digital landscape is an integral part of business operations, with various platforms and systems playing crucial roles in maintaining service delivery and operational efficiency. 

It is essential to go beyond mere recognition of the importance of account continuity. Businesses should proactively establish processes and measures to ensure uninterrupted access to critical accounts. This forward-thinking approach will safeguard the company’s productivity, customer relations, and overall reputation against unexpected disruptions, thereby fostering resilience and longevity in the digital age.

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