Access changes without relying on memory.
When people join, change roles or leave, access changes can get missed. We put clear steps and checks in place, using the tools your team already works with.
When it helps
When keeping access in step with your team depends on reminders, repeat requests or one person's knowledge.
New team members are waiting for access
Someone joins, but requests arrive late or miss a system. Their manager spends time chasing the access they need to work.
- Define when the request starts and what information it needs.
- Set approval and setup steps for the agreed systems.
- Include checks that the required access is ready.
Roles change. Old access stays.
A move to another role brings new permissions, but there is no clear step for deciding what the person should stop accessing.
- Build an access check into the role-change process.
- Define who approves access to add, retain or remove.
- Set steps for checking and recording the agreed changes.
Someone has left. Has their access ended?
Several people handle different systems, but there is no reliable way to see whether every agreed removal was completed.
- Set the trigger, timing and owner for each removal step.
- Define how completion is verified in the relevant system.
- Include a record of completed work and any unresolved access.
You know the steps. Others still need to ask.
The approach already makes sense, but details live in messages or one person's memory. Documenting it keeps slipping behind other work.
- Build on the process and tools already working for you.
- Turn the steps into practical checklists with clear owners.
- Walk through typical cases and clarify the gaps together.
Clear steps from request to confirmed completion.
We agree which people and systems to cover, then establish a process your team can follow for joining, changing roles and leaving.
A process built around how you work.
- A review of the current steps, tools and handovers for the agreed staff and contractor groups.
- Defined triggers, required information, approvals, owners and expected timing for each type of change.
- Practical checklists covering the agreed systems, including checks of completed changes and records of the results.
- A walkthrough with your team using typical joining, role-change and leaving scenarios.
- Refinements from the walkthrough, a handover and guidance for keeping the process current.
Steps your team can follow and check.
- A documented process for the agreed joining, role-change and leaving scenarios.
- Reusable checklists and record templates showing approvals, due dates, completion checks and unresolved items.
- A clear list of who requests, approves, carries out and verifies each type of change, with a route for exceptions.
- Walkthrough findings and a guide to using and updating the process as your team or systems change.
Work beyond setting up the process.
Any further work is optional and agreed separately.
- Reviewing every existing permission or carrying out outstanding account changes.
- Configuring platform integrations or automating the workflow.
- Running future account changes or maintaining the process on your behalf.
How it works
We turn the way you handle access into clear, usable steps, working with the people involved and checking the process before handover.
Start with your current process
We use existing documents and conversations with the people involved to understand what happens today. Together we agree the people, systems and scenarios to cover, along with the price and timing.
Make each step clear
We define what starts a request, who approves and carries out each change, and when it should happen. We also set out how completion is checked and recorded, using your current tools.
Walk through typical cases
We rehearse joining, role-change and leaving scenarios with your team, including agreed exceptions. We check that the handovers, timing and completion checks make sense, then refine the steps.
Hand over a process your team can use
You receive the process, checklists and recording templates. We walk the team through using them, agree who keeps them current and explain when changes to your business should prompt an update.
Are access changes still relying on reminders?
An informal 30-minute call to discuss how you handle access changes today and whether this service fits your needs.