Team Systems

Team Access Register

Records systems, access levels, owners, review dates and leaver actions, including financial access.

Takes about 5 minutes. Your answers stay in your browser, and no email address is required to see your result.

Record who has access to what

Access is the quietest risk in a small team. Record the system, the role, the level, the owner and the leaver action.

Row 1

System or accounte.g. business bank, email, CRM, card platformRole with accessRole, not a person's private detailsAccess levelAccess ownerWho grants and revokes itNext review dateLeaver action

Row 2

System or accounte.g. business bank, email, CRM, card platformRole with accessRole, not a person's private detailsAccess levelAccess ownerWho grants and revokes itNext review dateLeaver action

Who has access to what, and who removes it?

Team access register — 2 rows

System or account	Role with access	Access level	Access owner	Next review date	Leaver action
Business bank account	Founder	Payment release	Founder	—	Revoke and transfer ownership
Employee expense card	Operations	Create and edit	Founder	—	Cancel card and reconcile spend

Assumptions and limitations

Never enter passwords or credentials. This is a register of who has access, not a credential store.
Separation of duties: the role that approves a payment should not be the only role able to release it.
Review dates matter more than the register itself. Access granted once is rarely removed unless someone owns the review.
The register stays in your browser. Print or save as PDF for your records.

Methodology and calculation

This tool is designed with transparency in mind. The results are calculated based on the following logic:

Structured register generated into a printable document.

Limitations and scope

Never enter passwords. This is a register of who has access, not a credential store.

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