Keep company account access with your team
Give business accounts a company number and put their verification messages where the responsible teammates can retrieve them. Keep the number stable when someone else takes over.
Make the next login a team task
A founder sets up a service with their phone. Later, a teammate needs a code while that founder is in a meeting. The service belongs to the company, but retrieving its SMS still depends on one person's availability.
Put the account's phone identity in the company workspace. Give its administrators inbox access and keep the service's own team roles in place. A teammate can retrieve the message as part of their work, and the number stays put during the next handoff.
We use this approach for our own product-company access alongside QA and development. The exact verification options remain specific to each service.
Record the account, number and responsibility together
A useful inventory makes the arrangement understandable to the next administrator. This is an illustrative account map, not a compatibility claim for every named service.
| Account | Number purpose | Responsible team | What to record |
|---|---|---|---|
| Meta business account | Product operations | Marketing / product owners | Business roles and recovery methods |
| WhatsApp account setup | Account-specific verification | Product operations | Accepted verification route and administrator |
| App distribution account | Company identity | Release administrators | Account roles and trusted recovery options |
| Internal staging account | QA | Engineering | Environment and test cleanup |
Scroll horizontally to see all columns.
Use the setup worksheet to check the service's accepted flow, complete a verification and record who is responsible. Number access and vendor account roles are separate entries in that worksheet.
Hand over the work while the number stays put
The incoming administrator gets the service role they need and access to the corresponding number. They complete a normal login before the handoff is closed. The outgoing teammate's workspace access, service roles and issued automation credentials are reviewed together.
The offboarding checklist gives each step an owner and a completion check. That is more useful than relying on someone to remember every service that once sent a code to a personal phone.
Let an assistant help with the same account
A permitted assistant can retrieve an invitation link or verification code from the selected company number. A person can inspect the same inbox if the task needs a handoff. Use the agent solution to choose an execution route and keep the number associated with the account rather than one agent session.
Questions you may have
Does shared SMS access also grant access to the vendor account?
It gives access to messages on the selected number. The vendor still controls membership, sign-in and account administration. Use its team roles where available, and give inbox access only to people who should see the account's messages.
Can we move an account from an employee's phone?
Use that service's verified change-number process. Confirm the replacement number is accepted, complete any old-number approval, check recovery methods and test a new login before considering the move complete. The setup checklist includes those checks.
Should all company accounts use one number?
Choose numbers around access boundaries and continuity. One operations number may fit accounts administered by the same people; separate numbers fit different teams or workflows. Access to a number exposes its retained inbox, so the account map should make that sharing choice explicit.
What happens when the person who connected an agent leaves?
Review both human access and the agent credential. Revoke or replace credentials associated with the departing person or retired workflow, then verify the successor's permitted path. Keeping the number stable does not itself transfer every external account permission.