ChecklistsChecklists

Security Setup Checklist

A security-focused checklist that guides administrators through hardening their account and workspace. It covers authentication, access controls, audit logging, and compliance settings to ensure the workspace meets enterprise security standards.

When to Use This Template

Show this checklist to admin users after the initial setup is complete, or surface it when a security-related event occurs (new user joins, API key created, permission changed). It is also valuable during compliance audits or security reviews.

Template Breakdown

1

Enable two-factor authentication

Guide the admin to activate 2FA on their own account first, then explain how to require 2FA for all team members through the security settings. Support both TOTP apps and hardware keys.

2

Review user permissions

Present a table of all users and their current roles. Highlight any users with admin permissions and prompt the admin to verify that elevated access is appropriate.

3

Configure session and password policies

Walk through settings for session timeout duration, password complexity requirements, and maximum login attempts before lockout.

4

Enable audit logging

Show how to turn on and access the audit log, which records who did what and when. Explain how to filter, search, and export audit data for compliance purposes.

5

Review API keys and integrations

List all active API keys and connected integrations. Prompt the admin to revoke any that are unused or unrecognized, and to rotate keys that are older than 90 days.

Best Practices

  • Use a security score (e.g., 70/100) that increases as checklist items are completed to gamify the hardening process.
  • Send periodic reminders (monthly or quarterly) to re-run the security checklist and catch drift.
  • Prioritize items by risk โ€” 2FA should always be first because it has the highest security impact.
  • Offer one-click enforcement options where possible (e.g., "Require 2FA for all users" button).
  • Document each checklist item with a link to your security best-practices guide for educational context.

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