Password reset & access requests: SOP template
Purpose: help people quickly while making sure the requester is who they say they are. Scope: password resets and tool-access requests for internal staff. Record your real admin screens over these steps.
Verify first
- 1
Confirm the requester's identity via a second channel [video call, known number, manager]
Email alone is not identity — compromised inboxes ask for resets too.
- 2
Check they're entitled to the access [role list or manager approval]
Do the reset / grant
- 3
Reset the password in [your admin console] — never send passwords in chat or email
- 4
Use the tool's built-in reset link or a one-time secret link [your secrets tool]
- 5
For new access: grant the LOWEST role that does the job
Close the loop
- 6
Confirm with the requester that access works
- 7
Log it: who, what, when, approved by [in your tracker]
- 8
Diarise removal if the access is temporary [date]
Make this SOP yours in minutes
Start with this template, then record the real workflow with the Dyzo Owl Chrome extension — every click becomes a step with a screenshot. Share it with a link; readers never need an account.