VA Access and Permissions Planner

A free private browser tool for planning minimum-necessary access before onboarding a virtual assistant.

Free and private. No account, server, database, AI calls or submissions. Everything runs in this browser tab. Do not enter passwords, payment details or confidential customer information.

Plan the handover before the invite

Use one item for each area of work. The result gives you a safer starting permission and an owner boundary.

Stage access in this order: define the finished outcome, name the exact system, start with view or draft permissions, test one complete item, then widen access only when the work proves it is needed.

How this free browser tool works

The planner makes you name the work outcome and system before deciding access. Sensitive work starts with a smaller role, a limited test and approval before sending or changing records. The owner boundary is recorded as a prompt for the real onboarding conversation, not stored by this site.

These results are planning signals, not professional, legal, security or financial advice. Test a small, reversible piece of work, keep minimum necessary access, and replace estimates with observed results.

Next: see all free Delegate Daily tools or read how to limit virtual assistant access safely.