Access checklist for a new project
Everything we typically need at the start of a project so we can hit the ground running.
- Time
- 5 minutes
- Difficulty
- Beginner
Kicking off a new project is exciting! To ensure we maintain momentum and stay on our timeline, we need to gather access to your digital platforms as early as possible.
Quick summary
Depending on the scope of your project, we will likely need access to your website backend, your hosting provider, your domain registrar, and your analytics tools. Please use delegate access to invite support@chykalophia.com wherever possible.
Your project access checklist
Not every project requires every item on this list. Your project lead will let you know exactly which of these categories applies to your specific engagement.
1. Website & Content Management
If we are redesigning, optimizing, or maintaining an existing website, we need access to the backend to review the current architecture and implement changes.
- WordPress: Invite us as an Administrator. Learn how
- Webflow: Invite us as a Guest — Webflow has a free Freelancer or Agency Guest seat for exactly this. Learn how
- Squarespace: Invite us as a Contributor (Administrator). Learn how
2. Hosting & DNS (Critical)
If we are launching a new site or doing deep technical optimizations, we must have access to where your website's files live and how your domain name connects to it.
- Hosting Provider (WP Engine, Flywheel, Kinsta, etc.): Add us as a user with full access to the account or the site. Each host names that differently — WP Engine calls it a Full user, Flywheel calls it a collaborator.
- Domain Registrar (GoDaddy, Namecheap, etc.): Invite us via delegate access to manage DNS settings. Learn how
- Cloudflare (if applicable): Invite us as an Administrator. Learn how
3. Analytics & Tracking
To establish baselines and measure the business growth we generate for you, we need to see your data.
- Google Analytics (GA4): Invite us as an Editor or Administrator. Learn how
- Google Search Console: Add us as a Full user. Learn how
- Google Tag Manager: Invite us with Publish rights. Learn how
4. E-commerce & Payments (If applicable)
If you sell products or services directly on your website, we may need access to ensure the payment gateways connect securely to the new site.
- WooCommerce: This is handled via your WordPress Admin access.
- Stripe: Invite us with the Developer role. PayPal: add us under Manage users and tick only the privileges we need. Either way, we never add or change your bank or payout details — and each guide spells out exactly what the role we ask for can reach. Learn how
5. Marketing & CRM (If applicable)
If our strategy includes connecting your website to your email marketing or customer database.
- Mailchimp, Klaviyo, ActiveCampaign, HubSpot, etc.: Invite us with a role that can manage campaigns, automations, forms and integrations. Each tool's own guide names the level we need — it isn't always the top one — and role names and plan availability vary: Mailchimp's Manager level, for example, is only on its Premium plan.
How to send us this information
When you're ready to provide access, please do not email us a list of passwords.
Instead, send invitations directly from those platforms to support@chykalophia.com. If a platform doesn't allow invitations and forces you to share a password, please use a secure link tool. Read our guide on sharing passwords safely to learn how.
Missing something?
If you aren't sure who hosts your website or where your domain is registered, don't worry! Let your project lead know, and we can run a quick diagnostic scan to help you find out.
Related guides
- Why we ask for access (and why it's safe)
- Delegate access vs. sharing a password
- How we keep your logins safe
- How to revoke our access later
- Access checklist for a new project
Need a hand?
Last updated
Access directory (A–Z)
Every tool and service we might ask for access to, in one alphabetical list — what kind of access it needs, and the guide that walks you through it.
Why we ask for access (and why it's safe)
An honest explanation of why Chykalophia needs access to your accounts, what we do with it, and how you stay in control.