"Audit wrap-shop CRM access before a designer or installer leaves"
"Source","https://bluefinchadvisors.com/blog/audit-wrap-shop-crm-access-before-a-designer-or-installer-leaves"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"System or sharing-surface reference","Departing staff role","Remaining customer-work owner","Authorized administrator action","Reported action status","Verification evidence reference","Authorized review owner","Staff review date","Next verification or handoff action","Missing required fields"
"CRM-user-surface-17","Designer-role-17","Estimator-A","Administrator review of named CRM user access","Staff reports action complete","Admin-verification-ref-17","Administrator-A","2026-10-16","Check current quote owners against the reassignment record","None"
"Artwork-sharing-surface-22","Installer-role-22","Project-owner-B","Review project-folder sharing and connected access","Staff reports action complete","","Administrator-B","2026-10-17","Locate evidence for the reported sharing change","Verification evidence reference"

"Use this worksheet"
"Fictional rows. Never enter credentials or private customer information."
"The tool changes no user, sharing, session or token settings."
"Reported completion needs actual administrator verification."
"Reload clears edits. Save exports in approved business storage."

"Sources"
"FTC: Protecting personal information, access and employee departure","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"
"HubSpot: Deactivate and remove users","https://knowledge.hubspot.com/user-management/remove-hubspot-users"
"HubSpot: Create tasks with owners and dates","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Dedicated advisor scope","https://bluefinchadvisors.com/toolbox/dedicated-advisor"