Access, Security & Reporting Setup — Update / setup form (auth-only) for Virtual Assistants. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How your VA gets the access they need — safely, through your password manager — plus the data rules and reporting that keep the engagement accountable. Never paste passwords or 2FA codes here.

What it collects (by section):

• Access & credentials — Access Provisioning Status [dropdown: Not started / Requested / Granted / Review pending / Revoked]; Password Manager Used [dropdown: None / 1Password / LastPass / Bitwarden / Dashlane / …]; Credential Vault Reference [short text]; Two-Factor Method [dropdown: Authenticator app / SMS / Security key / Email / Mixed]; Data Handling Restrictions [multi-select: No PII storage in notes / No payment details / NDA for third parties / Delete exports after handoff / Share via links only]. How access is granted — securely. Share logins only through your password manager, never in plain text.
• Reporting & accountability — KPIs to Track [long text]; SLA Breach Notification [dropdown: Immediate / End of day / Include in weekly report]; Holidays / Blackout Dates [long text].
• Automation — Automation Opportunities to Explore [long text].

Form type: Update / setup (up), auth-only. Niche: Virtual Assistants. Deployment: embed.

Best for / surface when: Virtual Assistants client workflow — access, security & reporting setup.