Website Access Coordination Request
About this template
This request template helps web professionals coordinate the access needed to work on a client website. It covers site and hosting details, domain and DNS providers, CMS and connected services, access limits, security steps, and supporting documentation without asking clients to submit passwords or secret keys.
Who it’s for
- Web designers and developers starting a new website project
- Website maintenance, migration, or troubleshooting work
- Teams that need access to hosting, CMS, domain, or DNS accounts
- Projects requiring access to analytics, email, payment, or CRM integrations
When to use it
- Before website updates that require CMS or hosting access
- When preparing for a website migration or domain and DNS changes
- When diagnosing site, hosting, or integration issues
- When an account owner or administrator needs to grant project access
Customization tips
- Explain which user or email address the client should invite to each platform.
- Adjust permission guidance to request the minimum access level needed.
- Add project-specific integrations, such as a booking platform or ecommerce provider.
- Direct clients to a separate approved channel if exceptional secret exchange is unavoidable.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Website Access Coordination Request
Site & Hosting Details
Provide the hosting, domain, and CMS details so we can access and manage your site safely.
Full URL of the site we will be working on (include https://).
Select the content management system powering your site.
Direct link to the CMS login or admin panel (if different from site URL).
Name of the hosting company where the site files and database are hosted.
Link to your hosting account login (cPanel, Plesk, provider dashboard).
We may need the account username or ID to locate your hosting record. Do not enter passwords here.
Share the username only if file access may be needed. Do not include a password or private key.
Optional: helpful for migrations or troubleshooting database issues.
Domain & DNS
Domain registrar and DNS settings help us point the site correctly and verify ownership.
Where your domain is registered so we can request DNS changes if needed.
Direct link to your registrar's login page (optional but helpful).
Account identifier to help support locate your domain record.
If you use a DNS or CDN provider, name it so we can coordinate DNS or caching changes.
Connected Services
Tell us which services are connected to the website and which accounts we may need access to.
Select all services that are connected to your website or that we may need access to.
Provide account emails or IDs for the integrations selected above (do not paste API secrets here).
Account Access Coordination
Share any access limits, temporary access windows, permission requirements, or security steps we should follow.
If you want access to be temporary, let us know dates or duration.
Describe the minimum permissions we should request (recommended for security).
Share any 2FA steps, approval process, or security contact we should coordinate with. Do not include one-time codes.
Supporting Documents
Upload site documentation that will help with access or updates. Do not upload passwords, API keys, private keys, or other login credentials.
Sitemap, hosting invoices, migration notes, or a style guide that will help with access and updates.
