--- title: How do I get access or transfer a website to our servers? description: Website Transfer / Website Access SOP --- [Skip to content](https://grow.dentalmarketing.com/university/how-do-i-get-access-or-transfer-a-website-to-our-servers#main-content) English Show submenu for translations [Customer portal](https://grow.dentalmarketing.com/tickets-view?hsLang=en) ![DentalMarketing-Logo2-White copy-1.png\]](https://grow.dentalmarketing.com/hs-fs/hubfs/DentalMarketing-Logo2-White%20copy-1.png?height=40&name=DentalMarketing-Logo2-White%20copy-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://grow.dentalmarketing.com/tickets-view) - [Don't see the SOP you're looking for? Submit your suggestion here.](https://share.hsforms.com/1Fk5_GHeGTTqeJyg4BwR0CAdihez) [Don't see the SOP you're looking for? Submit your suggestion here.](https://share.hsforms.com/1Fk5_GHeGTTqeJyg4BwR0CAdihez) Welcome! What article can we help you find? - There are no suggestions because the search field is empty. 1. [Internal](https://grow.dentalmarketing.com/university?hsLang=en) 2. [Onboarding SOPs](https://grow.dentalmarketing.com/university/onboarding-sops?hsLang=en) # How do I get access or transfer a website to our servers? **SOP: Website Access / Transfer** #### **Purpose** Ensure the technology team receives the correct information required to either: 1. **Gain admin access to a client website**, or 2. **Transfer a client website to DentalMarketing.com hosting** This SOP ensures access is gathered correctly so we can install: - SEO blogging agents - Tracking scripts - Marketing tools --- ### **Supported Platforms** DentalMarketing.com **only works with the following platforms**: - **WordPress**• **Webflow** Before beginning this process, you must confirm the website platform. If the website is **not WordPress or Webflow**, we **do not proceed with access or transfer**. --- ### **Phase 1: Confirm Website Platform** ### **Method 1: Check WordPress Login** Add /wp-admin to the domain. Example: domain.com/wp-admin If the **WordPress login page appears**, the site is **WordPress**. **![Screenshot 2026-03-18 at 5.17.18 PM](https://grow.dentalmarketing.com/hs-fs/hubfs/Screenshot%202026-03-18%20at%205.17.18%20PM.png?width=657&height=414&name=Screenshot%202026-03-18%20at%205.17.18%20PM.png)** --- ### **Method 2: Use BuiltWith** Visit: https://builtwith.com Enter the website domain. BuiltWith will confirm the **CMS platform**, such as: - WordPress - Webflow - Other CMS **![Screenshot 2026-03-18 at 5.19.10 PM](https://grow.dentalmarketing.com/hs-fs/hubfs/Screenshot%202026-03-18%20at%205.19.10%20PM.png?width=670&height=397&name=Screenshot%202026-03-18%20at%205.19.10%20PM.png)** --- ### **If Website is NOT WordPress or Webflow** Stop the process. Post a message in the company Slack channel. Example channel: pap-dentalcompany Message template: Confirming this website is not WordPress or Webflow. We will not be transferring or requesting access to this website. --- ### **Phase 2: Identify the Scenario** Determine which scenario applies. ### **Scenario 1 — Website Access Only** The client **keeps hosting their website** but gives us **admin access** so we can install: - SEO blogging agent - Tracking scripts - Marketing tools --- ### **Scenario 2 — Website Transfer** The client wants the **website moved to DentalMarketing.com hosting**. --- ### **Phase 3: Obtain Website Access** #### **WordPress Sites** The client must provide: - WordPress Login URL - Username - Password Example: domain.com/wp-admin ⚠️ Important The username must be: team@dentalmarketing.com This is the **only email address we use to manage website access**. --- ### **Common Ways Access Is Sent** 1. The client emails the credentials directly to you 2. The client emails credentials to **team@dentalmarketing.com** 3. The client adds **team@dentalmarketing.com as an admin user** --- #### **Webflow Sites** The client must invite us to the project. Invite: flex@denado.ai Required access level: - Designer Access or • Admin Access --- ### **Phase 4: Test Login Access** Before creating a ticket, you **must verify the login works**. ### **WordPress Verification** 1. Log into WordPress 2. Confirm you have **Administrator access** Verify access to: - Plugins - Users - Settings If you **cannot install plugins**, you **do not have correct access**. Request updated credentials. **![Screenshot 2026-03-18 at 5.21.20 PM](https://grow.dentalmarketing.com/hs-fs/hubfs/Screenshot%202026-03-18%20at%205.21.20%20PM.png?width=670&height=454&name=Screenshot%202026-03-18%20at%205.21.20%20PM.png)** --- ### **Webflow Verification** Confirm you can access: 1. Webflow **Designer** 2. **Project Settings** **![Screenshot 2026-03-18 at 5.24.35 PM](https://grow.dentalmarketing.com/hs-fs/hubfs/Screenshot%202026-03-18%20at%205.24.35%20PM.png?width=670&height=384&name=Screenshot%202026-03-18%20at%205.24.35%20PM.png)** --- ### **Phase 5: Record Website Credentials in HubSpot** Credentials **must be saved in the Company Record**. Create a **Pinned Note**. Example: WordPress Login URL: domain.com/wp-admin Username: team@dentalmarketing.com Password: \*\*\*\*\*\*\*\* Attach: - Screenshot confirming login works **![Screenshot 2026-03-18 at 5.26.10 PM](https://grow.dentalmarketing.com/hs-fs/hubfs/Screenshot%202026-03-18%20at%205.26.10%20PM.png?width=670&height=382&name=Screenshot%202026-03-18%20at%205.26.10%20PM.png)** Pin the note. --- ### **Phase 6: Create HubSpot Ticket** Create a ticket in the HubSpot pipeline: Onboarding - Website Transfer Ticket name format: \[Client Name\] – Website Access or \[Client Name\] – Website Transfer Example: Smile Culture – Website Access Fame Dental – Website Transfer --- ### **Scenario 1 — Website Access Only** Create ticket and identify: Website Access Only Add login details in ticket. --- ### **Scenario 2 — Website Transfer** #### **WordPress** Obtain WordPress admin login. Create ticket: Website Transfer Add credentials. --- #### **Webflow** Share Webflow transition account: flex@denado.ai Ask the client to **invite this email to their Webflow project**. Create ticket specifying: Webflow Website Transfer --- ### **Definition of Done** The onboarding specialist's job is complete when: ✔ Website platform confirmed ✔ Scenario identified (Access or Transfer) ✔ Admin login obtained ✔ Login tested and verified ✔ Credentials saved in HubSpot company record ✔ Ticket created in **Onboarding - Website Transfer** At this point **technology takes over**. - [Paid Media SOPs](https://grow.dentalmarketing.com/university/paid-media-sops?hsLang=en#main-content) - [Account Management & Updates](https://grow.dentalmarketing.com/university/paid-media-sops?hsLang=en#account-management-updates) - [Creative Team SOPs](https://grow.dentalmarketing.com/university/creative-team-sops?hsLang=en) - [Client Success SOPs](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#main-content) - [Photoshoot](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#photoshoot) - [Claude Design Landing Pages](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#claude-design-landing-pages) - [Technology SOPs](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#main-content) - [HubSpot](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#hubspot) - [Other](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#other) - [Onboarding SOPs](https://grow.dentalmarketing.com/university/onboarding-sops?hsLang=en) # Dentalmarketing.com dentalmarketing.com Help Center Copyright © 2026, Dentalmarketing.com