How WebBee Collects Client Credentials Securely?
With this knowledge base, we will now look at how Webbee secures client credentials. For this, we will be using Zoho Drive. Follow the outlined steps below.
WebBee's Customer Support Perspective
Step 1: Open your browser and navigate to Zoho Drive. Log in to your account.
Step 2: On the left side of the navigation bar, click on the "Collect Files" option, then the "Create Collection" button.
It will give you two options: Internal and External. To collect client credentials, we will select External; for WebBee employees, we can choose Internal. Since we are creating this for the Webbee clients, we will select external and write a description if necessary. We also have a few additional options to ask the client before sharing the data, such as phone and email.
Step 3: After creating the collection, a link will be generated automatically; share this link with the client so that they can securely share the credentials details.
When the client clicks on the link, it will ask for their name, phone number, and email address, if selected during collection creation. The client will then upload credentials in the following formats: txt, Word, Excel, PDF, image, PowerPoint, etc. Once the client uploads the credentials, you will be able to view the files in your collection. Refer to the attached screenshot.
Client's Perspective
The client will enter the required information, upload the credentials details, and click the submit button. If there is still anything left after submission, use the "Add more file" button.
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