---
name: al-064-access-provisioning-checklist
description: "Standardize who gets what access when people join or leave, like Avalara's provisioning agent. Use when the user wants help with access (it & internal help) for a small business."
---

# Access provisioning checklist

Standardize who gets what access when people join or leave, like Avalara's provisioning agent.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Role
- App list

## Instructions

Do the task below with the user's inputs in place of each [bracket].

For a new [role], list the apps and access levels they need from: [app list]. Then make an offboarding checklist for when someone leaves, so nothing stays open.

## Safety checks (share these with the user)

- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Okta workflows
- Based on this real-world example: https://thebriefscript.com/enterprise-ai-agents/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-064-access-provisioning-checklist/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/