- 1
open the dragonfly client first
create or open the client in dragonfly so there's a contact card to link to.
- 2
add their logins in possum
for each platform you manage on their behalf — gmail, facebook business, instagram, stripe, gbp — add a possum entry and link to the dragonfly contact.
- 3
find them grouped on the client card
open the client in dragonfly. their possum logins show as a list (titles only, never the passwords). click any to jump to the possum entry and reveal.
tipif a client offboards, archive (don't delete) their possum entries. the encrypted blobs sit there harmlessly and you have a paper trail if there's ever a question.
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