IT User Management
New User
Replace User
Terminate User
New User Request
Date:
Requesting Person:
New User Name:
Start Date:
Same Permissions as / Clone as:
Create new Workplace or Email
Workplace
Email-only
Both
Specify Email Address:
File Share
Email Groups:
Folder Groups:
Workplace Folders:
Add Microsoft Office (Word, Excel, PowerPoint, Office Standard)
Add Peachtree
Add QuickBooks
Other Accounting Software:
Add 3rd Party Applications:
Phone Extension:
Access Outside the Office:
Yes
No
Create Email Signature
Comments/Additional Information:
Submit New User Request
Replace User Request
Request Details
Requesting Person:
Old User Name:
Old User Email:
New User Name:
New User Email:
New User Job Title:
New User Start Date:
Old User Termination Date:
Email & Communication
Retain Old User's Email Address
New User Inherits Old User's Emails
Forward Old User's Emails To:
How long should emails be forwarded?
30 Days
60 Days
90 Days
Indefinitely
Delete Old User's Email Account After Forwarding Period
File & Data Access
Retain Previous User's Files and Folders
Transfer All Files to New User
Transfer Files To (if not new user):
Delete Old User's Data After Transfer
Software & App Access
New User Inherits Old User’s Software & Access
New User Requires Additional Software
Specify Additional Software (if needed):
Phone & Remote Access
Retain Old User's Phone Extension
New Phone Extension (if changed):
Enable Remote Access for New User
Remove Remote Access from Old User
Device & Security Settings
Keep Old User’s Computer for New User
Issue a New Computer for New User
If new computer is needed, specify model:
Approve Remote Wipe of Old User's Device
Remove Old User from Mobile Device Access
Additional Comments
Submit Replace User Request
Termination Request
Date:
Requesting Person:
Employee Name:
Termination Date:
Termination Options:
Disable User Account (will remain billable)
Terminate User Account (deletes account)
Remove Workplace Account / E-mail Account / Remote Access & License Completely
If Disabling or Terminating, Select Options Below:
Forward E-mail to:
For how long?
30 Days
60 Days
90 Days (After 30 Days Additional $2 per month)
Delete Mailbox
Export Mailbox to:
Move/Copy All Data to Folder:
or User:
Delete Network Data
User Data Retention:
30 days (Standard)
90 days
120 days
Indefinite (goes against storage allowance)
Auto-reply message:
Approve Remote Wipe
Yes
No
If no, confirm removed from mobile device:
Other Instructions:
Submit Termination Request
