Free template
Client Access Setup Checklist
A working checklist for scoping least-privilege access before a new campaign starts — covering individual accounts, role permissions, MFA and the offboarding plan for when it ends.
3 pages · Markdown · No email required
Who it is for
Anyone granting an outsourced or internal team access to business systems.
What's inside
- A per-system access-scoping worksheet
- A least-privilege permission checklist
- MFA and credential-handling requirements
- A revocation and offboarding plan template
Send it to me instead
Optional. The download link above works without this — but if you would rather have it in your inbox, or want us to look at your situation while we are at it, use the form.