• Technology Access Authorization

  • Employee Information

  • Employee Start Date / Effective Date:*
     / /
    2 digit month, 2 digit day, 4 digit year
  • This form is for a:*
  • This form is requesting:*
  • Contract End Date:
     / /
    2 digit month, 2 digit day, 4 digit year

  • Computer Hardware Requirements

  • Will the Employee need access to a computer for any other reason besides time clock access?
  • Is there already a computer in the Employee's work area that they will be using?
  • Will the computer be used by the new Employee exclusively, or will it be shared with another staff person?
  • Please list any other employees who will sharing this computer. If this is a Desk Staff workstation, please just type "Desk Staff".
  • Should a new computer be purchased for the Employee?
  • What kind of computer should be purchased?
  • Have you collected mobile device(s) that were issued to the employee?
  • When do you expect to collect the devices issued to the Employee?
     / /
    2 digit month, 2 digit day, 4 digit year :
  • Please select the devices that were issued to the employee:

  • Telephone Requirements

  • Will the Employee use a Desk Phone?
  • Will the Employee need a new extension issued or will they assume an existing extension?
  • Should the Employee be issued a company cell phone?
  • What type of cell phone should the Employee be issued?
  • What model smartphone would the Employee prefer?
  • Voicemails should go to:

  • Microsoft Access

  • Microsoft Teams

  • What Microsoft Office applications will the employee use?
  • Please list any Teams the employee should have access to:

  • Microsoft Email and Calendar


  • Please list any additional accounts the Employee should be given access to, or if access should be removed from an email account:

  • *Communications Accounts are email addresses that can be used to communicate with a group of people for a purpose - usually with the public, a group of volunteers, etc.

  • Revoke Employee's access to Microsoft accounts:
  • If another JCL Staff Member should have access to any of this Employee's email accounts, or if the Employee's email should be forwarded to another, please list that below:

  • Blueprint Access

  • Does Employee need access to Blueprint?
  • What access group(s) should the Employee be granted in Blueprint?
  • Revoke Employee's access to Blueprint:

  • Salesforce/Traction Rec Access

  • Does the Employee need access to Salesforce/Traction Rec?
  • What level(s) of security should the Employee be granted in Salesforce/Traction Rec?
  • Revoke Employee's access to Salesforce/Traction Rec:

  • Millennium Access

  • Does the Employee need access to Millennium?
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  • What level of access should the Employee be granted in Millennium?
  • Revoke Millennium Access

  • CampBrain Access

  • Does the Employee require access to CampBrain?
  • What access level should the Employee be granted in CampBrain?
  • Revoke CampBrain Access

  • MIP Fund Accounting Access

  • Does the Employee require access to MIP Fund Accounting?
  • What level of access does the Employee require to MIP Fund Accounting?
  • Revoke MIP Access

  • Adobe Access

  • Does the Employee require access to Adobe Acrobat Pro DC? (This is not the free Adobe Reader software, which all computers are configured with.)
  • Does the Employee require access to Adobe Creative Suite?
  • How will the Employee access Adobe Creative Suite?
  • Revoke Adobe Access

  • Abila Fundraising Online Access

  • Does the Employee require access to Abila Fundraising Online?
  • Revoke Abila Fundraising Online Access

  • Email Distribution Services

  • Delivra Access

  • Does the Employee require access to Delivra?
  • Revoke Delivra Access

  • MailChimp Access (used by Philanthropy)

  • Does the Employee require access to MailChimp?
  • Revoke MailChimp Access

  • Zoom Access

  • All JCL staff have access to Microsoft Teams, which can be used for chat, department communications, project planning, as well as video conferencing.  All staff are encouraged make Microsoft Teams their primary video conferencing solution.  If needed, JCL Staff may also be assigned a Zoom Basic account.  The JCL has a shared Zoom Business license that may be temporarily applied to a user's account as needed when booked in Blueprint.

  • Does the Employee require access to Zoom?
  • Does the Employee:
  • Revoke Zoom Access

  • File Server Access

  • Please specify which folder(s) the Employee should have access to.  To do this:

    1. Open the folder on your computer.
    2. At the top of File Explorer, you will see a box listing the path to that folder (see image below).
    3. Highlight the path with your mouse.
    4. Hold the "Ctrl" key and press the "C" key to copy.
    5. Come back to this form and, in the "Folder Path" box below, hold the "Ctrl" key and press the "V" key to paste the folder path.
    6. Select the permission level the Employee should have to this folder.
    7. To add another folder, click the "+" button below.

    For each folder you list, the Employee will have the same access level to all other folders within that folder, except in instances where more restrictive permissions are applied to specific folders.

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  • List Folder Permissions to be Granted or Removed for this employee:
  • If permissions to this employee's folders should be changed for other employees:

  • VPN Access

  • VPN Access allows the Employee to connect to our file server while off-site.  This can be established on a personal or JCL-owned Windows computer.  VPN connection is not compatible with Apple devices.

  • Allow VPN Access

  • Social Media Account Access

  • Social Media Account Access

  • Select the Facebook accounts to grant publishing access to:

  • Revoke Access to the following Facebook accounts:

  • Should be Empty: