Firm: User Device/Access Checklist

Firm: User Device/Access Checklist

As a best practice recommendation, Firms should review, and have all reps attest/review, all devices and accesses (drives, software, parking cards, mail key, laptops, etc).  This not only to ensures there is a control of all accesses, but it assists firms in the case of terminations, or even if hiring someone and wanting to grant them the same access as someone else.

  1. See list of Devices|Access for each rep. Click to see details, edit, or delete
  2. ADD any additional device or access

A. Review rep devices and access

B. Request that Reps review their devices


  1. Select ALL (or the reps you want reviewed) 
  2. Press "Email Rep to Review" button
    1. They will receive a PDF copy of their devices/accesses
    2. Links to the portal where they can attest or add additional devices

B. Reps review


      1.  Reps can press the +Device|Access button to add any additional devices they are using
      2. Reps can attest to the accuracy of their list 

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