The first step in using Chrome profiles to access client accounts is to set up your own Chrome profile for your work access. We use Microsoft Edge at Regroove, but we’ve included the steps for using Google Chrome too. In this article, we’ll walk through setting up and using Chrome profiles to manage access to client accounts. We can save account information and passwords to that client profile, while keeping non-client related information separate and secure. Our consultants set up a profile with the client’s organization name and create bookmarks for all the tools that we work with on behalf of that client. Rather than relying solely on password caching to switch between client accounts, we utilize Chrome profiles (accessible in both Google Chrome and Microsoft Edge) to easily manage our client environments.įor example, we might manage a client’s Office 365 users, Exclaimer settings, Orchestry account, and more. That means we’re managing access to Office 365 Admin accounts, SharePoint environments, and Microsoft Teams instances. ![]() ![]() ![]() You can easily switch between these environments, or have multiple Chrome profiles open at the same time to easily switch between client and personal environments.Īt Regroove, the consulting and development firm that powers Navo, the clients we work with are often using Office products. When you work with multiple clients over the course of your workday, it can be complicated and messy to manage multiple client accounts and environments.Ĭhrome profiles allow you to maintain separate sets of bookmarks, login information, saved passwords, settings, and even themes.
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