I help Charlotte businesses set up new employees’ computers and Microsoft 365 access, and remove access when someone leaves.I help Charlotte businesses prepare computers and Microsoft 365 for new hires, and remove access when employees leave.
First, we talk through the person’s role and the tools they need. Then I work through the computer, accounts, and access with you.We review the role, then prepare its computer, tools, accounts, and access.
Set up the named account, license, mailbox, groups, multi-factor authentication plan, shared folders, and role-specific applications before the employee arrives.Prepare a named account, license, mailbox, groups, MFA, shared folders, and role-specific apps before arrival.
Sign in, install updates, connect email and files, test printers and business applications, and confirm the employee can complete the tasks the role requires.Test sign-in, updates, email, files, printers, and business apps against the employee’s daily tasks.
Disable sign-in, preserve needed email and files, remove shared access, recover the computer and keys, and document what was transferred to the owner or manager.Disable sign-in, preserve email and files, remove shared access, recover equipment and keys, and document management’s handover.
The checklist follows the employee's actual work, not only email.The checklist follows the employee’s work beyond email.
Named account, license, MFA method, recovery ownership, administrator roles, and a separate emergency admin path.Named account, license, MFA, recovery ownership, administrator roles, and separate emergency admin access.
Outlook, Teams, OneDrive, SharePoint, shared mailboxes, calendars, contacts, and the folders the role actually uses.Outlook, Teams, OneDrive, SharePoint, shared mailboxes, calendars, contacts, and needed folders.
Windows updates, browser profile, printer access, business software, backup, security settings, and device records.Windows updates, browser profile, printers, business software, backup, security, and device records.
A short role checklist makes the next hire or departure faster.A role checklist speeds up future staff changes.
See a related project: checking accounts and security before a new employee joined.See a new-hire account and security check.
A few business days is helpful when a computer, Microsoft 365 license, or application access must be purchased. Start earlier if a vendor controls an account or a new computer needs to be ordered and transferred.
No. Each person should normally have a named account so access, multi-factor authentication, email, files, and departures can be managed without changing someone else's work. Shared mailboxes can be added where several people need a common address.
Let me know their start or finish date and what they need access to. We’ll work through the setup together. Please don’t email passwords or codes.Share their start/finish date and needed access. We’ll arrange setup together. Don’t email passwords or codes.
