IT Admin Account Setup Checklist
The aim is to ensure a secure, consistent, and efficient process for creating and configuring administrative user accounts within an organization’s IT systems. This checklist helps verify that all necessary permissions, security settings, and access controls are properly established while preventing configuration errors or security vulnerabilities.
UGPG2 - Sutton
09/12/2025
IT Admin Account Setup Checklist
The aim is to ensure a secure, consistent, and efficient process for creating and configuring administrative user accounts within an organization’s IT systems. This checklist helps verify that all necessary permissions, security settings, and access controls are properly established while preventing configuration errors or security vulnerabilities.
Account Creation Date
Account / eMail Creation
Please verify
Email Setup
Please verify
Folder Access
Please verify
Equipment Provisioning
Prepare and assign requested equipment:
Record assigned equipment and asset numbers
Application Access
Check all created accounts
if the answer is "allOf [Sage 500,Solidworks ePDM,RF/DC Warehouse]"
Please list account permissions
Please verify
Other
Workstation Setup
Please verify
Handoff
Final Steps
Additional notes
Upload signed policies
Add or drag pictures
Source: UGPG2 - Sutton (Community Member)