Many services in a brokerage come with one login per person: the portal account, the CRM, the mailbox. Mitarbeiter-Zugänge (staff logins) are templates for exactly that: you define the service once, and every team member deposits their own login for it. Progress stays visible without anyone having to see other people's passwords.
What templates are for
The header button Mitarbeiter-Zugänge opens the dialog Mitarbeiter-Zugänge (Vorlagen) (staff logins, templates), which the credentials vault (Zugangsdaten-Tresor) describes as Dienste, bei denen jede:r den eigenen Zugang hinterlegt (services where everyone deposits their own login). The difference to normal sharing:
- With sharing there is one entry that several people read.
- With a template there is one entry per person, created by that person themselves.
Typical cases: personal ImmoScout24 accounts, individual CRM logins, per-person access to valuation tools. While nothing exists yet, the dialog shows Noch keine Vorlagen. (no templates yet).
Creating a template
Templates can be created by anyone who manages vault entries (admins and the workspace owner by default). Fill in these fields and confirm with Vorlage anlegen (create template):
Escrow: who can see the logins
The checkbox Inhaber darf Zugänge sehen (Escrow) (owner may see logins) decides what happens with the deposited logins:
Depositing your own login as a member
Every member opens the same Mitarbeiter-Zugänge dialog and sees all templates:
Open the template
For a template you have not filled yet, the button Meinen Zugang hinterlegen (deposit my login) is available; your status shows Noch offen (still open).
Enter your own details
Fill in the fields defined by the template (username, email, password) with your own account details. The vault stores a regular encrypted entry on the configured confidentiality level.
Update later
Once deposited, your status shows Du hast deinen Zugang hinterlegt (you have deposited your login). Use Meinen Zugang bearbeiten (edit my login) and Aktualisieren (update) to record changes, for example after a password rotation.
Keeping an eye on progress
Every template shows a progress line in the format / Mitarbeiter eingerichtet · Escrow an or · privat (x of y staff set up, escrow on or private). You see at a glance who has already deposited their login, without looking into anyone's entries. That also makes templates a handy onboarding checklist for new colleagues.
Deleting a template
When deleting, the dialog asks Vorlage löschen? (delete template?) and clarifies: Bereits hinterlegte Mitarbeiter-Zugänge bleiben bestehen. (logins already deposited are kept). Only the template itself disappears; the entries created by members remain untouched in the vault.
Further reading
How the deposited entries are protected is explained in Security. Whether filling a template is logged (yes, it is) is covered in Audit and permissions. Back to the overview: Credentials vault.