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Free form template · Word

Email Account Creation Request

An email account creation request is raised by HR or a manager to get an official email ID set up for a new joiner, contractor or shared team mailbox. It captures the name format, licence type, groups and validity, and moves through HR, manager and IT approval before the account is created.

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[Company Logo][Company Name]

EMAIL ACCOUNT CREATION REQUEST

Request No.:
[Reference Number]
Date:
[Date]
Requested by:
[HR Name] / [Reporting Manager]
Required by:
[DD/MM/YYYY]

1. Request Type

  • New employee mailbox
  • Contractor / consultant mailbox (time-bound)
  • Shared / functional mailbox (e.g. support@)
  • Additional alias / name change

2. User Details

Full Name[Employee Name]
Employee ID / Vendor ID[Employee ID]
Designation[Designation]
Department[Department]
Date of Joining[Date of Joining]
Work Location[Work Location]
Personal email for credential delivery[Personal Email]
Mobile for MFA setup[Mobile Number]

3. Mailbox Details

Preferred email ID[firstname.lastname]@[Company Domain]
Display name[Employee Name] – [Department]
Licence / plan: Basic / Standard / Premium
Mailbox validity: Permanent / Till [DD/MM/YYYY]
Email signature template: Standard / [Specify]

4. Groups and Shared Mailboxes

Distribution List / Shared MailboxAccess TypeApproved by Owner
all-staff@[Company Domain]MemberYes / No
[team]@[Company Domain]MemberYes / No
[shared mailbox]@[Company Domain]Read / Send as / Full accessYes / No

5. For Shared Mailbox Requests

Mailbox name[Mailbox Name]
Purpose[Purpose]
Mailbox owner[Owner Name]
Members[Names]

6. Approvals

ApproverNameDecisionDate
HR (employment confirmed)[HR Name]Approved / Rejected[DD/MM/YYYY]
Reporting Manager[Reporting Manager]Approved / Rejected[DD/MM/YYYY]
IT Head (licence)[IT Head Name]Approved / Rejected[DD/MM/YYYY]

7. IT Completion

Email ID created[Email ID]
Created on[DD/MM/YYYY]
Created by[IT Executive Name]
Credentials shared via[Secure Channel]
MFA enforced: Yes / No

The user will be asked to accept the company's email and acceptable-use policy at first login. The account is to be used only for official communication on behalf of [Company Name].

Requested by
[HR Name]
Date: [Date]
Created by
[IT Executive Name]
IT Department
Date: [Date]

What this template includes

  • Request type: individual, contractor or shared mailbox
  • Preferred email ID following company naming rules
  • Licence or mailbox plan, which drives cost
  • Distribution lists and shared mailboxes to add
  • Validity date for non-permanent users
  • Approval chain from HR, manager and IT

When to use it

  • A new employee joins and needs an official email ID
  • A contractor or consultant needs a time-bound email account
  • A team needs a shared mailbox such as hr@ or support@
  • An employee's name has changed and a new alias is needed

How to customise this template

  1. 1State your naming format, for example firstname.lastname@[domain]
  2. 2List the licence plans you offer and who can approve each
  3. 3Add your common distribution lists as tick boxes
  4. 4For shared mailboxes, add an owner and list of members
  5. 5Decide whether HR or the manager is the requester

HR tips

  • Create accounts only after HR confirms the joining date
  • Set an expiry date for every contractor account at creation
  • Assign a named owner to every shared mailbox
  • Share initial credentials through a secure channel, never by plain SMS or WhatsApp

For HR & hiring managers

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Frequently asked questions

Who should request an official email ID for a new joiner?+

Usually HR raises the request once the offer is accepted and the joining date is confirmed, and the reporting manager approves the groups and access.

What is the standard format for official email IDs?+

Many companies use firstname.lastname@company domain, with a number or middle initial if the name already exists. Decide the rule once and apply it consistently.

Do contractors get company email accounts?+

Some companies give them time-bound accounts with an expiry date and limited groups. Others keep contractors on their own email.