Elementum

Access Control Record.

Make sure the organization, not one person, can reach every critical account and record, and keep a secure record of how, so authority is not useless for lack of access.

In Secure Authority and Access, after backup authority is set, for every critical account on your inventory.

For each critical account or record, secure a second route in and record it. Store passwords in a secure, organization-controlled password manager, never in the open in this record.

Account or record

Where it lives

Who else can reach it now

How access is recovered if the key person is gone

Bank and payments

Payroll

Accounting file

Donor and email systems

Insurance and legal documents

Keys and physical records

Other

The three checks

Every critical account can be reached by the organization, through a second person or a secured organizational record.

Passwords live in a secure, organization-controlled place, not one person's head or notebook.

The bank and payroll accounts are in the organization's name with more than one authorized administrator.

Where this record is kept, securely, and who can reach it in an emergency (the board chair or an officer, at minimum)

The test is simple: if the key person vanished tomorrow, could the organization get into every critical account and record without them. When the answer is yes for every row, access is no longer a single point of failure. Its location is named in the Emergency Succession Plan and the Emergency Handoff Pack.

Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.

Back to Secure Authority and Access, or start over from the welcome page.