Access checklist for a new project

Everything we typically need at the start of a project so we can hit the ground running.

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

Beginner 5 minutes

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/Collaborator. 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.): Invite us as a Company/Site Administrator.
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 / PayPal: Invite us as a Developer or Manager (we do not need access to your bank payout details). Learn how

5. Marketing & CRM (If applicable)

If our strategy includes connecting your website to your email marketing or customer database.

Mailchimp, Klaviyo, ActiveCampaign, etc.: Invite us as a Manager or Admin.

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.