IT Transition & Access Handoff

Securely hand off administrative credentials, tooling, and infrastructure details so we can take over IT support without missing a beat.

First Name *

Last Name *

Email *

Please provide current administrative credentials (or arrange a secure handoff) for the following:

Identity & Directory: Domain Admin credentials (on-prem AD, if applicable)

Azure AD / Entra ID Global Administrator credentials

Confirmation of any additional privileged accounts (break-glass, service accounts, etc.)

Microsoft 365: Global Admin credentials

Tenant ID

List of licensed products and assigned licenses

Any conditional access policies in place

If tools will be removed prior to handoff, please confirm removal date and method. Please specify all tools currently in use, including access where applicable:

Primary RMM platform (vendor, account access, agent deployment status)

Secondary or backup RMM platform (vendor, account access, agent deployment status)

Patch management solution (if separate from RMM)

Privileged Access Management (PAM) or elevation tools (e.g., AutoElevate, ThreatLocker, BeyondTrust)

DNS filtering / web protection tools

Email security / spam filtering solution

Do workstations and servers use a shared/generic local administrator account, or unique per-device local admin credentials?

If managed, please provide local admin username(s)

Credential rotation method (if any)

BitLocker status and key storage location

Device join status (Azure AD joined, hybrid, or workgroup)

Backup solution(s) in use (vendor, scope, retention)

Access to backup management portals

Location of backup data (cloud, on-prem, both)

Any documented restore procedures or recent test restores

Monitoring/alerting platforms currently active

Firewall make/model and management access

ISP details and static IP information

VPN configuration details

Network diagrams (if available)

Wi-Fi SSIDs and authentication methods

Please provide any existing documentation, including:

Network diagramsIf you have network diagrams to share, please include a ShareFile link to them here.

Server inventory

Workstation inventory

Licensing details

Vendor contacts

Warranty or support contracts

Known issues or ongoing projects

RMM and security agent removal timing

Credential revocation plan

Any scheduled maintenance or changes during transition

Primary technical contact during transition

IT Transition & Access Handoff

Administrative Access & Credentials

RMM, Security & Management Tools

Local Administrator & Endpoint Configuration

Backup, Disaster Recovery & Monitoring

Network, Firewall & Infrastructure

Documentation & Asset Information

Offboarding Coordination