SOP: Onboarding a new buyer's tool access

SOP: Onboarding a new buyer's tool access
Run this on day one for anyone who will run live spend.

Stage 1 — Provision (least privilege)
— ☐ Ops lead grants tracker, spy tool, and network logins at the lowest role that works
— ☐ Ops lead adds them to the password manager, never sends a credential in chat

Stage 2 — Guardrails
— ☐ Ops lead sets their initial daily spend ceiling and the offers they may touch
— ☐ Ops lead points them to the swap list, kill thresholds, and compliance doc

Stage 3 — Verify
— ☐ New buyer logs into every tool and confirms access in the onboarding checklist
— ☐ Ops lead confirms they cannot access accounts outside their scope

Owner: Ops lead (grants + scope), New buyer (confirms)
Trigger: New buyer, day one
Done-when: Access is least-privilege, guardrails are set, and access is confirmed both ways.

Grant the minimum, log everything. Save this. Run it every time.