Template
Access and credentials checklist template
Ask clients what access you need, without collecting secrets in the form.
See the structure
A look at how these questions lay out in the builder, and how the same questions appear to the person answering.
Section 1
- 1Which tools will we need access to? Multiple choice
- 2Who is the admin for each? Multiple choice
Section 2
- 3Preferred way to share access securely Multiple choice
Illustrative structure. The real builder lets you rename, reorder and retype every question.
Respondent preview
Access and credentials checklist
A one-question-at-a-time layout keeps this easy on a phone.
Which tools will we need access to?
Who is the admin for each?
Preferred way to share access securely
Scroll to preview all 3 questions. Questions are illustrative.
How to customize it
- Remove any question you will not act on.
- Reword questions in the language your audience uses.
- Tell people what happens after they submit.
- Test the form on your phone before sharing.
FAQ
What is a access and credentials checklist?
Ask clients what access you need, without collecting secrets in the form.
Can I change the questions?
Yes. Treat the questions below as a starting point and edit them to fit your situation.
Should every question be required?
Only require what you truly need to reply. Optional questions tend to get more completed forms.