The only problem ones I have are the ones that require phone based 2fa. Most
everything we do is setup through sso or we have a generic break in case of
fire account that has an android phone without a number that is just used for
2fa codes.
Jonathon C. Luken
Director of IT
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From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf
Of Jeff Roark
Sent: Wednesday, August 24, 2022 10:30 AM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Account / E-mail / 2FA - Succession Management
We had several members of our operations team leave suddenly this past year,
and it has been eye opening and more than challenging monitoring their e-mail,
collecting usernames and trying to regain access to things that were only
registered and managed by them as individuals. As a smaller firm, we'd like to
have a plan so that even if I were to get hit by a bus tomorrow, two other
people would continue to get the billing and renewal information for important
accounts and services that we use.
Would anyone mind sharing how you are managing some of these joint owned
accounts (especially for notifications) at your firms, or maybe they aren't
joint owned at all.
For example, a Verizon Business account. Is this managed by a single
department, and do you typically have notifications for an account like this
being sent to an individual or are you using distros, so several people are in
the loop?
For services or accounts that require 2FA via SMS? Again, Verizon Business
(Internet / land lines) wants us to tie a mobile number to our account - but we
manage personal phones individually and submit reimbursements for them. So
again if I were hit by a bus tomorrow.. It would be a messy recovery for our
staff trying to untangle that from my device if they can't get into the
account. Make sense?
We've started to use Keeper which is a form of password management utility that
allows for us to easily transfer someone's saved account information to another
user which has helped a lot - but it feels like there is something simple I am
missing here. Any thoughts or ideas would be helpful. Thanks!
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