1. List the tools
Add email, calendar, Drive, task boards, ecommerce admin, social tools, or any client-specific platform.
Client access template
Client Access Request Template for Virtual Assistants
Stop chasing random logins after kickoff. Send one professional access request that tells the client exactly what you need and why.
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Client Access Request Template for Virtual Assistants
Includes
- Tool access checklist
- Shared folder setup
- Permission levels
- Password manager handoff
- Approval and escalation notes
How to use it
Ask for access once, clearly, and professionally.
2. Clarify permissions
Separate view-only, editor, admin, and approval-only access so clients do not over-share or under-share.
3. Save the handoff
Keep the access list in your client folder so future assistants or backups can understand the setup.
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