Access & Permissions Checklist

Access & Permissions Checklist

1. 01

   CRM admin access confirmed

   Pipeline, custom fields, automations, users. Admin rights, not a standard seat that cannot edit workflows

2. 02

   Domain + email sending access confirmed

   SPF/DKIM/DMARC if outbound. Confirm who controls DNS before any sending domain is changed

3. 03

   Calendar/booking access confirmed

   Routing rules and ownership. Check which calendars book for which staff and time zones

4. 04

   Website and tag access confirmed

   CMS or tag manager access if forms, chat widgets or tracking scripts need changing

5. 05

   Reporting access granted

   View access to the ad accounts and analytics the weekly report will pull from

6. 06

   Consent records located

   Where opt-in proof is stored for contacts who will receive SMS or email follow-up

7. 07

   Account ownership recorded

   Which tool accounts belong to the client and which to the agency, and who pays each bill

8. 08

   Credentials shared safely

   Invite users or use a shared password vault; never send passwords by email or chat

9. 09

   Tracking baseline collected

   Response time, bookings, pipeline value, measured before anything changes so results can be compared

10. 10

    Escalation owner assigned

    Who approves changes and handles emergencies, with a named backup for holidays

11. 11

    Exit path agreed

    How access is removed and data exported if the engagement ends