# Save account records, credentials and notes

Keep each service’s login, password, handover instructions and documents together with its rented number.

2026-10-07 · SMS.Red

## Choose a record or a number note

A number note is a general description of what the rental is for. An account record is a structured entry for one service used with that number. Create separate records for separate services so each has its own login, password, notes and files. Adding a record stores information; it does not register or verify a third-party account.

For a Revolut record, for example, you could save the service name, login, password and handover instructions, then attach a JPG identity document and a PDF bill. Keep only material you intend the number's next owner to receive. The record and every attachment follow the number on completed transfer.

## Create and save a record

1. Select the correct rental in Workspace.
2. Choose Add account record.
3. Enter a clear service name, then the login and password if needed.
4. Add service-specific notes, such as which document supports the account.
5. Save the record and confirm it appears.
6. Upload documents to the saved record.

You can keep up to 25 records per number. The service name allows 100 characters, login 500, password 1,000 and notes 10,000. Each saved record allows ten files of up to 5 MiB each. If saving fails, resolve the displayed validation error; an unsaved draft is not part of the handover.

## Select, reveal, copy and edit

Choose the appropriate account record when the number has several. Passwords are masked by default. Reveal only when necessary and use the dedicated copy action to copy the exact value. The service's own website or app is where you use those credentials; SMS.Red does not perform that login for you.

Edit the fields and save after changes. Switching numbers or views with unsaved edits can trigger draft protection. Finish saving or deliberately discard the draft. Number-level notes and record notes are independent: updating one does not update the other.

Fleet search can match the record's service name, but does not search passwords, logins or attachment text. Use consistent names and put sensitive credentials in their designated fields rather than the searchable title.

## Understand access and transfer

Private records are available to the current rental owner. Pending transfer invitations freeze modifications, including attachment changes. Prepare everything first; cancel an unclaimed invitation if edits are needed, then save and invite again.

Completed transfer gives the recipient the records and files and removes the sender's private access. Download any copies you legitimately need before sending. Transferring a record does not independently transfer an external account or change that service's rules. See [Number transfers](/en/guides/number-transfers).

## Remove records and documents deliberately

Delete an obsolete attachment with its file action. Delete a whole record only after reviewing the confirmation: its attached files are deleted too. Deletion does not cancel the rental, remove an SMS message or close an external account.

Masked passwords still remain sensitive, and copied values remain in the clipboard. Keep documents and credentials out of public screenshots. A page CSV export does not back up these private fields or files. If a record unexpectedly disappears, verify the selected number and current owner before contacting Support.