When a new client partners with us, we request shared access to their Super Admin account.  About 90% of our clients have shared Super Admin access to their account, but not all of them do because of their own security protocols.  In either case, access is shared with BMI through the Zoho Vault app (the guide linked here is sent to the client during the onboarding process).

This Vault access shared with Jason is then shared with Kevin and sent to the CSP of the new client.  The CSP is typically the person you want to send your request to access a client's account.

 An important note.
The clients are notified when a new IP address accesses their account.  The onboarding team typically addresses this with the client in the Kickoff meeting, as BMI employs team members working abroad.   

 Setting Up the Zoho Vault Browser Extension 

The best practice, and simplest, method to access a client's account is utilizing Zoho Vault's browser extension.  Once the extension is installed, it will appear in your browser's Extensions menu bar (below).

Open the Extensions menu and select the options (options/more actions could appear as an icon like this ) for the Vault extension.  You will need to select manage extension (below), and select the option to allow in incognito/private browser.

You can also pin the extension to the menu bar for swift access (below).

  Using the Zoho Vault Browser Extension

Once these settings have been configured, enter your Vault password to login to the extension.  Once open, all login credentials you have added, or have been shared with you will be visible (below).

You have a few options to login to the clients account.  The simplest method (so you can stay logged into your account) is to click the "Launch Private Session" button.  This button will automatically open a private/incognito browser window and log you into the client's account (below).  You can also manually open a private/incognito browser window, and then click the "Login" button to the left of the "Launch Private Session" button.

  Properly Signing off in a Client's Account

It's important to know that simply closing the browser window does not log you out of the client's account.  A best practice is to manually logout of the client's account.  Zoho caps the amount of active sessions for a single user.  If you have not properly logged out of the client's account, you can close active sessions by logging back into their system, and clicking their picture icon in the top right, and clicking "My Account" (below).

In the Sessions side tab, select Active Sessions (below).  Find your previous session(s) and terminate them.