New User Access and Device Setup Request
About this template
This request template helps IT teams coordinate device preparation, account setup, application access, security controls, delivery arrangements, and training for a new team member. It captures the manager and approver contacts needed to clarify or authorize the requested setup.
Who it’s for
- IT teams preparing devices and accounts for new hires
- Managed service providers coordinating employee onboarding
- Operations teams requesting equipment and access for incoming staff
- Managers arranging a new team member’s first-day technology setup
When to use it
- Before a new team member’s start date
- When a role requires a laptop, desktop, phone, or other equipment
- When accounts, business applications, shared resources, or communication tools must be provisioned
- When access approvals, security controls, or onboarding training need coordination
Customization tips
- Add your standard device models, accessory options, and delivery locations
- Replace the application access field with your organization’s common systems and permission groups
- Include required compliance or data-handling questions for regulated roles
- Add internal service-level targets or lead-time guidance for setup completion
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
New User Access and Device Setup Request
New team member
Tell us who is joining and what they’ll need to do.
Enter the name to use for device labeling and account setup.
This helps us tailor the device and access setup.
When does this person need to be ready to begin?
Select where they will work most of the time.
Share enough context for us to recommend appropriate access.
Contacts and approvals
Let us know who can answer questions and approve the requested setup.
This is the person who will manage the new team member.
We’ll use this only if we need to confirm setup details.
Name the person authorized to approve device and system access.
We’ll contact them if approval is needed.
Device and delivery
Choose the equipment and delivery details needed for this person.
Select all equipment needed for the new team member.
Choose a preference if a computer is requested.
Share any role-specific hardware, software, or accessibility requirements.
Choose the delivery method that best fits this setup.
Complete this only when equipment will be shipped or collected.
Systems and access
Tell us which accounts, tools, and shared resources should be available.
Enter the address to create, if one has already been decided. Never include a password.
Select the communication services this person needs.
List the business applications that should be set up or assigned.
Describe the appropriate role, group, or level of access for the requested systems. Do not include passwords or secret credentials.
Note any shared mailboxes, folders, calendars, printers, channels, or distribution lists they need.
Security and onboarding
Help us apply the right safeguards and support a smooth first day.
Select any security measures that apply to this person’s work.
Share any compliance, data-handling, or access restrictions we should account for.
Select the onboarding support that would be helpful.
When must the device and access setup be complete?
Add details that will help us complete this request smoothly.
