Access Provisioning Checklist (Internal)
Use Keeper to store/share every credential — don’t email passwords. Set each tool to the least permission the hire needs to start; widen access as responsibilities ramp (see Your Role).
Core — needed Day 1 (highest priority)
Section titled “Core — needed Day 1 (highest priority)”| ✔ | System | Grant / permission level | Owner |
|---|---|---|---|
| ☐ | Google Workspace (firstname@andersonlockandsafe.com) | Standard user: Gmail, Calendar, Drive, Docs/Sheets | |
| ☐ | Keeper (password vault) | User seat + shared marketing folder | |
| ☐ | ClickUp | Member of the Marketing space | |
| ☐ | ServiceTitan | Read-only / reporting role (no dispatch/edit) | |
| ☐ | Buffer | Team member on FB / LinkedIn / IG channels | |
| ☐ | Canva | Brand/team member (templates + kit) | |
| ☐ | Claude (claude.ai) | Workspace seat |
Channels — needed Day 1, used later in week
Section titled “Channels — needed Day 1, used later in week”| ✔ | System | Grant / permission level | Owner |
|---|---|---|---|
| ☐ | Google Business Profile | Manager on all 3 locations (Phoenix, Chandler, Arcadia) | |
| ☐ | Google Ads | Standard/read access under the manager account | |
| ☐ | Meta Business Suite | Employee access to FB Page + IG + ad account | |
| ☐ | Microsoft/Bing Ads | Standard user | |
| ☐ | Admin on the company page | ||
| ☐ | Klaviyo | Manager/analyst seat | |
| ☐ | CallRail | Reporting user | |
| ☐ | Apollo | User seat |
Workspace & logistics (non-software)
Section titled “Workspace & logistics (non-software)”| ✔ | Item | Owner |
|---|---|---|
| ☐ | Desk / workspace ready at Phoenix HQ | |
| ☐ | Computer set up + signed into Google account | |
| ☐ | Building access / key / badge | |
| ☐ | Added to relevant email groups / distribution lists | |
| ☐ | Calendar holds for the week-1 agenda (incl. daily check-ins) | Garrett |
| ☐ | Wed ride-along arranged (technician + content freelancer) | Garrett |
| ☐ | Lunch plan for Monday | Garrett |
| ☐ | Onboarding hub link shared | Garrett |
| ☐ | Team notified she’s starting | Garrett |
Check this off before the start date. Anything not green by Monday morning → flag so the new hire isn’t blocked. Last updated: 2026-06.