Why this matters
A shared record should explain the project without becoming a password archive.
Step by step
- Create a private location for service names, roles, change history and approved procedures.
- Store only references to credentials held in an authorised password manager, not passwords or recovery codes in the notebook.
- Check a colleague can locate the right owner and procedure without gaining unnecessary secret access.
Keep the result of the final check and any unresolved question with your project records.
Availability depends on the product, permissions and management agreement. Use the existing support conversation for the same issue.