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- Hello, \[-- ACCOUNT_MANAGER_NAME --]!
- **We will need additional access to proceed with this project.**
- **ACTION NEEDED FROM YOU:**
- Would you please reach out to the client for the following credentials?
- Here's a sample email you can send to the client, feel free to edit as needed:
- ---
- **Basic \(WordPress and FTP access):**
- Hello!
- As part of a project that our team is working on we need to request additional access to your site.
- We need this access because \[DEV_TO_FILL_IN_HERE]
- Specifically we need FTP access to complete the project so that we can view and edit files on the website. While some file edits can be made within the WordPress admin area, we highly recommend making all file updates through FTP in case there are any errors in the code which could break the site.
- If your host provides access to a cPanel and you're able to pass that along, that would be perfect. If you'd prefer to create an FTP account instead, instructions on how to do that can be found here: [https://docs.cpanel.net/cpanel/files/ftp-accounts/](https://docs.cpanel.net/cpanel/files/ftp-accounts/)
- If you have any questions or would like to have a developer join a call streamline the process of obtaining FTP access, please let us know and we will happily coordinate that.
- Thanks!
- ---
- **Standard Access Request \(WordPress/FTP/cPanel/SSH):**
- Hello!
- As part of a project that our team is working on we need to request additional access to your site.
- Specifically we need cPanel/SSH access to complete the project so that we can view and modify areas of the site relevant to \[quick project description]. cPanel/SSH provide a number of important site and server management tools that we need in order to complete this project. Having this level of access also allows our team to make future updates or debug issues much more quickly in the future.
- Most hosts provide information on how to connect to your site through cPanel or SSH, so they should be able to provide you with those login details if you're not sure where to find them.
- If you have any questions or would like to have a developer join a call streamline the process of obtaining cPanel/SSH access, please let us know and we will happily coordinate that.
- Thanks!
- ---
- **Standard Access Request \(WordPress/FTP/cPanel/SSH/WHM or Root access w/ Hosting access):**
- Hello!
- As part of a project that our team is working on we need to request additional access to your site.
- Specifically we need root level access to complete the project so that we can access server-related settings on your website. Root level access provides a number of important site and server management tools that we need in order to complete this project. Having this level of access also allows our team to make future updates or debug issues much more quickly in the future.
- \[Describe specific reason for access request]
- If your host provides access to a WebHost Manager \(commonly referred to as WHM) and you're able to pass that along, that would be perfect.
- If you have any questions or would like to have a developer join a call streamline the process of obtaining FTP access, please let us know and we will happily coordinate that.
- Thanks!
- ---
- Since we are not able to proceed with the project until the additional information is received, I have assigned this to-do to you to mark it as "on hold".
- After those credentials have been added to Keeper, please comment here and assign this to-do back to me - we will get this project re-prioritized right away.
- We have spent \[DEV_TO_FILL_IN_HERE] hours so far.
- We estimate there are \[DEV_TO_FILL_IN_HERE] hours remaining on the project and have updated the estimate in the title accordingly.
- Thanks!
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