---
title: "Client-handover checklist"
description: "Transfer accounts, service ownership and editor onboarding to the client."
requested_language: ar
language: en
translation_notice: "This page isn't translated yet"
url: https://docs.systhema.app/ar/next/guides/recipes/client-handover-checklist
version: unreleased (main)
docs_index: https://docs.systhema.app/ar/next/llms.txt
---
> This page isn't translated yet. Showing English.


The client onboards themselves using the [Editor guide](https://docs.systhema.app/ar/next/editor-guide.md) and [Onboarding](https://docs.systhema.app/ar/next/editor-guide/onboarding.md). Share those links and verify access before closing the project.

## Logins and roles

- [ ] Create named accounts for each client editor.
- [ ] Assign the narrowest role that covers each person's work.
- [ ] Verify editing, publishing and user management with the actual accounts.
- [ ] Test login and password reset for the client email addresses.
- [ ] Keep agency developer accounts separate from client accounts.
- [ ] Document explicit grants for any custom collections.
- [ ] Store credentials and recovery codes in the agreed password manager.

## Client onboarding

- [ ] Share the Editor guide link.
- [ ] Share the Onboarding link and ask the client to start there.
- [ ] Ask a client editor to complete a draft edit and preview themselves.
- [ ] Verify the publishing owner can publish an approved change.
- [ ] Explain which pages and fields have locale-specific publish states.
- [ ] Add a short note for project-specific blocks or approval rules.
- [ ] Confirm the client can replace media and review an enquiry submission.

## Ownership

- [ ] Record the client owner of domain registration and DNS.
- [ ] Record hosting, database and media-storage ownership.
- [ ] Record the email sender, provider account and form-notification recipients.
- [ ] Record analytics and captcha accounts where used.
- [ ] Transfer access to the source repository and deployment process as agreed.
- [ ] Record billing and renewal contacts.
- [ ] Verify recovery access without relying on a shared agency login.

## Maintenance and recovery

- [ ] Record the installed Systhema version and deployed revision.
- [ ] Record backup schedule, retention and restore owner.
- [ ] Record the last successful restore test.
- [ ] Agree who reviews and applies future upgrades.
- [ ] Agree the support contact and escalation process.
- [ ] List known limitations and remaining work with owners.
- [ ] Obtain the client's acceptance of the handover record.

See [Handover](https://docs.systhema.app/ar/next/guides/build-a-site/handover.md) for the record template and [Access control](https://docs.systhema.app/ar/next/payload/access-control.md) for role behavior. Use [Upgrading a client site](upgrading-a-client-site.md) for maintenance.