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Access & Credentials Checklist

One structured request for every login and data source, instead of fifteen back-and-forth emails. Fill in what you need, then generate a clean list the client can act on in one pass.

Using this on your own site? Set your firm name and logo above, then download your branded copy.

What access do you need?

Tip: request the lowest access level that does the job (view-only where possible), and name a contact so the client knows who grants it. ?Collecting access once, up front, with the right permission levels stops the first week being lost to an access scramble.

System / toolAccess level neededPoint of contact