Client Access Sheet
One list per client showing every tool the client's automations touch, who owns it, how the agency reaches it, and what is still missing. Nothing new to sign in to. No passwords on it.
Where it lives
Team portal›
Customers›
Dr. Rasheeda Hall›
Access tab (new)
One new tab next to the tabs already on each customer page. The team only. Clients do not see it.
What it looks like
MOCK-UP · not builtRows filled from what is known as of 13 Oct 2026
Dr. Rasheeda Hall
drhall.ownthestack.io
OverviewProvisioningTicketsAutomationsHoursAccess
| Tool | Account owner | How the agency reaches it | Can it be automated | Missing |
|---|---|---|---|---|
| n8ndrhall.ownthestack.io | Own the Stack hosts it | Not storedOwner login is in no vault | Yes | Owner login into Vaultwarden |
| OpusClipPro plan | Dr. Hall | n8n credential“OpusClip MCP - Dr Hall” | YesReads projects and clips | Posting settings in the schedule step |
| FacebookBusiness page | Dr. Hall | Through OpusConnected inside her Opus | Yes, via Opus | Confirm the page shows in Opus |
| WixJoin Hall Health | Dr. Hall | Not connectedAgency is a site collaborator only | Owner key neededWix keys come only from the owner | Parked. Not asking the client. |
How it fits with Nango and Vaultwarden
Nango
Holds- Connections a client makes with the Connect button
- The client's key, never shown to the team
Vaultwarden
Holds- Logins and keys Nango cannot handle
- One folder per client
Access Sheet
Holds- Which of the two has each tool
- Who owns each account
- What is missing
Nango rows fill in on their own, because the portal already reads Nango. Vaultwarden rows show the item's name only.
How a row gets filled
Check the platform's docs
Before anyone asks the client: can it be automated, does it need the owner, does Nango support it.
Client connects it
Connect button in the client portal, or the client puts the key in Vaultwarden.
Row turns green
The team sees it is reachable. Nobody asks the client again.
Does and does not
Does
- Shows every tool for one client on one screen
- Says who owns each account
- Shows whether Nango or Vaultwarden holds it
- Lists what is missing before anyone asks the client
Does not
- Store any password or key
- Replace Nango or Vaultwarden
- Show anything to the client
- Connect anything by itself
Kimi decides
Build it?Yes, no, or change the columns first.
Who edits rowsAny team member, or Jason only.
Where it is explainedA short section added to the team's Own the Stack guide, so everyone knows where this lives.