This is a story, and the people in it are made up. Theo runs projects at Northside Studio, a small web and app agency. Dana owns Harbor Fitness, a gym that has hired Northside to build a new website and its first app, Harbor Coach. In the first week, Theo needs four things from Dana: App Store Connect, the domain's DNS at GoDaddy, Stripe, and the WP Engine hosting account. We'll run that week twice, first the old way with one long email, then with one link. The platform steps are real, summarized from each platform's own help pages.
Get Set Keys sends your client one link with these four steps, your email and the right roles filled in, and checks each step off when the platform's invite email arrives.
Send one link insteadMonday: the kickoff call
The call goes well. Harbor Fitness enrolled in the Apple Developer Program as an organization earlier in the year, so the app can start straight away. Dana's current site runs on WordPress at WP Engine, and her memberships already go through Stripe. Before the call, Theo looked up the nameservers for harborfitnessclub.com. They end in domaincontrol.com, which means the DNS is at GoDaddy (Namecheap's guide lists the common patterns), so that's where he needs access.
His list for the week:
| Account and role | What it covers | Right size for the job? |
|---|---|---|
| App Store Connect, App Manager | Submitting Harbor Coach and running TestFlight, plus build uploads with access to Certificates, Identifiers & Profiles | Yes, the usual ask |
| GoDaddy, Domains Only | Domain settings, with transfer access left off | Yes |
| Stripe, Developer | Setting up the integration and its keys, with no bank details or team changes | Yes |
| WP Engine, Partial (no billing) | Only the environments Dana ticks, and no billing | Yes |
Skip the back and forth. Let one link walk your client through it
The old way: one long email
On Monday afternoon, Theo sends Dana a careful, accurate email with four sections. The Apple section alone reads:
1. App Store Connect. Please sign in to App Store Connect and open Users and Access. Under People, click the + button and add me (Theo, theo@northsidestudio.agency). Choose App Manager, not Admin, and turn on access to Certificates, Identifiers & Profiles so I can upload builds. Click Next, choose Harbor Coach if a list of apps appears, then click Invite. Apple's invite expires after 3 days, so a weekday is best.
Three more sections follow, for GoDaddy, Stripe and WP Engine. It's all correct. It's also a lot to read on a phone between classes. Here's how the week goes.
Tuesday. Dana replies with two questions. Wouldn't Admin be safer than App Manager? And where is Delegate Access? Theo answers both.
Wednesday. Short on time, Dana texts Theo her GoDaddy password. He doesn't use it, asks her to change it, and books a call for Friday.
Get Set KeysOne link per client
With one link, Dana sees the GoDaddy step with Theo's email and Domains Only already filled in, and Porter can point her to Delegate Access, so there's no password to send.
Send one link insteadLaunching November 2026
Thursday evening. Dana sends the App Store Connect and Stripe invites. In Stripe she picks Administrator, to be safe. Theo asks her to switch it to Developer, because Administrator can also add bank details and invite team members, and the job needs neither (Stripe).
Get Set KeysOne link per client
On a setup link, the Stripe step shows Dana the Developer role already filled in, so Administrator never comes up, and the step turns green when Stripe's invite email arrives.
Send one link insteadLaunching November 2026
Friday. On the call, they do GoDaddy together. Then WP Engine: Dana had added Theo as a WordPress user on her current site, thinking it was the same thing. It isn't. WP Engine's User Portal has its own users, separate from the WordPress admin (WP Engine), so they add Theo there too.
The next Monday. Apple's invite arrived late on Thursday and slipped down Theo's inbox under the week's other threads. By the time he finds it on Monday, it has expired, because App Store Connect invitations expire 3 days after they're sent (Apple). Dana resends it.
Get Set KeysOne link per client
On a setup link, the App Store Connect step turns green when Apple's invite email arrives, so Theo sees it that evening and accepts it well inside the 3 days.
Send one link insteadLaunching November 2026
By the middle of week two, all four are in place. It took a dozen emails, a text with a password in it, a call and a resent invite. Nobody did anything wrong. There was just a lot of it.
One link per client, with every step checked. Reserve a founding place
The same week, with one link
Rewind to Monday afternoon. This time, Theo creates one Get Set Keys link for Harbor Fitness with the same four steps and sends Dana a three-line email with the link. (It's the last template in our access request emails.)
Monday evening. Dana opens the link on her laptop. Each step shows Theo's email and the role already filled in. She starts with Stripe: the Team tab in Settings, Add member, the email shown, Developer, Send invites. When Stripe's invite email reaches Northside's private verification address, the step turns green.
Still Monday. Halfway through the App Store Connect step, Dana asks on the page whether she needs to turn on access to Certificates, Identifiers & Profiles. Porter, the setup helper, answers straight away from that step's own instructions: yes, because Northside uploads the builds. She clicks Invite, and the step turns green when Apple's invite email arrives. Theo sees it on his side and accepts it the next morning.
Tuesday. Dana does the GoDaddy step and asks Porter whether Theo will be able to see her password or payment details. The step's own notes answer that: at any access level, delegates can't view or change her password and can't manage her payment methods. Her next question, whether the app launch could move to March, isn't about a step, so Porter passes it to Theo, who replies that afternoon.
Wednesday. The WP Engine step is still open, and a reminder goes out on its own. Dana finishes it that evening, and the last step turns green.
All four were done by Wednesday, from one email, with no password in anyone's inbox and no follow-up written.
- Monday: Theo sends one link
- Monday evening: Stripe and App Store Connect turn green
- Tuesday: GoDaddy turns green
- Wednesday: a reminder goes out and WP Engine turns green
- Theo accepts each invite as it arrives
Sending this to a client? Send one link instead
What made the difference
- The roles came filled in. Dana never had to choose between Admin and App Manager, or between Administrator and Developer.
- Each step was checked. The platforms' own invite emails ticked the steps off, so Theo knew what was done without asking, and Apple's invite didn't expire unnoticed.
- Questions had a home. Porter answered the ones about the steps on the spot, and the one about the launch date reached Theo, in one place.
- Nobody chased. The reminder went out on its own.
Skip the back and forth. Let one link walk your client through it
The four steps, summarized
These are the steps Dana followed, at the time of writing. The full clicks are on the App Store Connect, GoDaddy, Stripe and WP Engine pages.
- App Store Connect, App Manager. In Users and Access, under People, click the add (+) button, enter Theo's name and email, choose App Manager and turn on access to Certificates, Identifiers & Profiles. Click Next, choose the app if a list appears, then click Invite. Only the Account Holder, an Admin or an App Manager can add users, and anyone with access to Certificates, Identifiers & Profiles can view every app in the account, which is fine while Harbor Coach is the only one (Apple).
- GoDaddy, Domains Only. On the Delegate Access page, under People who can access my account, select Invite to Access, enter Theo's name and email, choose Domains Only, then select Invite. Theo needs his own GoDaddy account, and the invitation expires if it isn't accepted within 48 to 72 hours (GoDaddy). Domain delegates get management access by default, and transfer access is a separate setting Dana leaves off (GoDaddy). After accepting, Theo makes one small test change to confirm the DNS settings are open to him.
- Stripe, Developer. On the Team tab in Settings, click Add member, enter Theo's email, choose Developer, then click Send invites. The invite expires after 10 days (Stripe).
- WP Engine, Partial (no billing). In the User Portal, open Users, then Account Users, and click Invite account user. Enter Theo's details, choose Partial (no billing), tick the Harbor Fitness environments, then click Invite user. Theo gets an email confirming his access (WP Engine).
When the project ends, the handover letter template closes it out the same way: in writing, with dates.
One link per client, with every step checked. Reserve a founding place
Doing this for every client?
Get Set Keys gives each client one link that walks them through these steps and checks each one as it's done, the way Dana's link did. Porter, the setup helper on every link, answers your client's questions straight away and passes anything it can't answer to you. Get Set Keys launches in November 2026, and you can reserve a founding place before launch.