◆ Brokered Access

On Your Side AI Consulting · Walden Ltd

Your technicians get the access.
They never get the password.

Brokered Access is an AI-mediated authentication layer for MSPs and IT contractors. Client credentials stay locked in ClearVault. The AI logs your tech in on their behalf. Every access is audited automatically. Offboarding is a single click — no rotation, no leaks.

Request a Demo See how it works

The problem every MSP knows

A technician is assigned to a client account. They need into a SQL Server, an EMR, an ERP, a network device. Someone hands them the password. That credential now lives in their head, their notes app, or a personal password manager.

The tech leaves

The client's credentials walk out the door with them.

The tech is sick

The next tech has no access and no clean way to get it.

The engagement ends

Nobody rotates anything. The contractor still has access.

An incident happens

No one can produce an audit trail of who touched what, when.

⚠ This is how breaches happen. This is also how HIPAA violations happen.

How Brokered Access works

1

The tech asks

"Log me into the Acme Orthopaedics SQL Server." That's the entire request — spoken to the AI assistant.

2

The AI checks permissions

ClearVault confirms this technician has technician-level access to this client account, right now.

3

The AI logs in for them

Browser automation, computer use, or a direct connection. The credential is used — never displayed.

4

The audit writes itself

Who, what, when, how long, which method. Immutable. Visible only to the account owner.

The scenario: Tech Joe is out sick

Client: Acme Orthopaedics, running Athena EMR with a SQL Server backend. Normal tech: Joe. Today: Joe is out sick. A patient export needs to run by noon. Available: Sam, who has never touched this account.

Without Brokered Access

  1. Someone calls Joe on his sick day for the SQL credentials.
  2. Joe reads the password over the phone or texts it.
  3. Sam writes it down.
  4. Sam logs in and does the work.
  5. The password now lives in Joe's head, Sam's notes, and a text thread.
  6. No log of what Sam accessed. No rotation afterward.

With Brokered Access

  1. Sam tells the AI: "Log me into the Acme SQL Server."
  2. ClearVault confirms Sam's technician access to this account.
  3. The AI retrieves the credential and opens SSMS — Sam never sees the password.
  4. Sam is connected, does the work.
  5. ClearVault records: Sam, Acme SQL Server, timestamp, duration, method.
  6. Joe returns tomorrow. Nothing changed. No rotation needed.

Permission model

Role-based access, enforced by the AI at the moment of every request.

Level Can access Can grant others Sees credentials
OwnerAll credentials, full audit log, permission managementYesNo
AdminAll credentials for assigned accountsLimitedNo
TechnicianSpecific credentials for assigned accounts onlyNoNo
Read OnlyCan open applications but cannot modify dataNoNo

No level — not even Owner — ever exposes the raw credential. The AI uses it on the technician's behalf. That is the core principle.

Works with the systems your techs actually use

Web applications

Browser automation handles SaaS logins — SingleOps, QuickBooks Online, practice management, CRMs.

Desktop applications

Computer use fills in dialogs for SSMS, legacy ERPs, accounting desktop editions, and anything without a web UI.

Database connections

Direct SQL Server, PostgreSQL, and MySQL connections opened from vaulted credentials.

Remote desktop & VPN

RDP and VPN clients authenticated automatically. The tech arrives at a live session.

For the MSP

  • Eliminate credential liability — technicians never hold client passwords.
  • Instant offboarding — one action revokes all access, completely.
  • Defensible audit trail for every client account.
  • New-tech onboarding without credential sharing.
  • A competitive differentiator most MSPs cannot offer.

For the client

  • Full ownership of credentials at all times.
  • Complete visibility into who accessed what and when.
  • Instant revocation of any technician's access.
  • No credential rotation when MSP staff changes.
  • Compliance-ready audit trail for HIPAA, SOC 2, and insurance.

Ready to stop sharing passwords?

See Brokered Access running against a real MSP workflow. We'll walk through your highest-risk client account and show you exactly how it changes.

Email scottgriswold@waldenltd.com
Subject Brokered Access Demo Request

Send a short note about your environment — number of techs, the kinds of systems your client accounts cover — and we'll set up a 30-minute walkthrough.