We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.
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1. Get Proposal Kit Professional that includes this business document.
We include this Master Company Email Spreadsheet in an editable format that you can customize for your needs.
2. Download and install after ordering.
Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.
3. Customize the project template with your information.
You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

At Nimbus Biologics, IT lead Ava Kim faced onboarding surges that exposed scattered mailbox credentials, bounced messages from misconfigured SMTP, and no single reference for the server's outgoing authentication requirement, while incoming and SPA settings varied by device.
She introduced a centralized email credential register maintained in Google Sheets with real-time collaboration, version history, and protected ranges, plus a simple taxonomy tying each mailbox to owner, purpose, MFA status, and quarterly review dates.
The team set up co-editing rules, conditional notifications for stale entries, and offline access for field staff; Proposal Kit supported the effort with document creation to assemble a Governance Policy, AI Writer to draft an Onboarding SOP and a License Optimization Plan, RFP Analyzer to prepare a security questionnaire response for an enterprise prospect, and line-item quoting to forecast mailbox and archive costs for the annual budget.
Within one quarter, failed SMTP incidents dropped to near zero, audits ran faster with traceable version history, and hiring managers could provision accounts in hours instead of days while pursuing larger clients with stronger compliance narratives backed by the Proposal Kit-produced artifacts.
At Bright Harbor Creative, principal Diego Morales juggled rotating contractors and project mailboxes, leading to orphaned accounts, missed client emails, and confusion over who owned shared inboxes during peak campaigns.
They converted a company directory spreadsheet into a master email list that linked roles, project codes, and retention rules, using Microsoft Excel spreadsheets for crews needing offline access and Google Sheets for centralized updates and spreadsheet collaboration.
Editors and producers co-edited a standardized register with create-formulas checks and light validation; Proposal Kit's document creation assembled a Communications Continuity Plan, the AI Writer produced a training quick-start and deprovisioning checklist, the RFP Analyzer helped craft a data governance section in a major brand bid, and line-item quoting modeled seat, alias, and support costs per campaign.
Handoffs became predictable, client response times improved, and end-of-season offboarding closed within 48 hours; the agency won a multi-market campaign citing its clean credential management process and the supporting documents built with Proposal Kit.
PrairieForge Equipment, led by CIO Lena Novak, migrated to Google Workspace while passing a controls review, but plants used mixed settings and teams lacked a single place to note the server's requirement for outgoing authentication.
Lena implemented a business master file in Google Sheets as the authoritative email register, integrating a contact directory and employee contact list, with clear ownership and review intervals across plants and vendors.
Connected Sheets dashboards summarized help desk tickets against mailbox changes, conditional notifications flagged stale accounts, and Microsoft Excel compatibility supported legacy teams; Proposal Kit handled document creation for a Risk and Controls Matrix, the AI Writer drafted an Incident Response Playbook and training briefs, the RFP Analyzer expedited supplier security questionnaires, and line-item quoting scoped archive and storage tiers for the capital plan.
Audit sampling time dropped by half, remediation cycles shortened, and the migration closed on schedule with minimal disruption, backed by well-structured supporting documents generated with Proposal Kit.
This brief document defines a centralized list for company email accounts, specifying that the mail server requires outgoing authentication, while incoming or Secure Password Authentication is not needed. As a business master file, it helps teams know where credentials are stored, what server settings apply, and who can access them. Managed well, it supports continuity in team communication, smoother onboarding and offboarding, and consistent email list management across departments and projects.
Many organizations maintain this file in online collaborative spreadsheets using Google Sheets or Microsoft Excel spreadsheets. With spreadsheet templates inside Google Workspace, teams gain real-time collaboration, co-editing, version history, and conditional notifications when changes occur. Microsoft Excel compatibility and offline access keep the process flexible.
Governance matters because the content is sensitive; organizations often use client-side encryption where available and limit access to trusted administrators. When combined with a company directory spreadsheet, a contact directory, or an employee contact list, the file becomes a single reference that links users to the correct mailboxes. Teams can create formulas to track rotation dates, account owners, or approval checkpoints, analyze data on account volume by unit, and build simple data visualizations to spot gaps.
Larger firms may extend the directory with connected sheets that pull metadata from BigQuery or Looker data, or add tools from the Workspace Marketplace to streamline workflows. Some teams apply business analytics and data science to spot anomalies, using artificial intelligence features such as Gemini in Sheets to check completeness or flag inconsistent entries. Others enhance Excel workflows with similar checks. These methods support data-driven decisions about account provisioning and cleanup without changing the core purpose of the file.
Use cases include new employee onboarding, contractor mailbox setup, vendor account administration, project mailboxes for client engagements, and rapid access during audits or incident response. Agencies and distributed teams can keep role-based accounts consistent across brands and locations.
The Proposal Kit can help document these processes and supporting lists. Its document assembly, automated line-item quoting, AI Writer for building related materials, and extensive template library make it easier to produce clear policies, procedures, and reference files that align with how your organization manages credentials.
Expanding on the core idea, a centralized email account register also supports risk management and continuity planning. A single source of truth helps prevent orphaned mailboxes, reduces access creep, and shortens recovery time during personnel changes or incidents. Clear ownership and a simple taxonomy (account type, purpose, owner, status, review date) make the list easy to audit.
Set a cadence for quarterly reviews, and add lifecycle markers such as requested, approved, provisioned, suspended, and deprovisioned. Standard naming conventions and minimal required fields improve data quality without slowing the process.
For day-to-day operations, spreadsheet collaboration practices matter. Define who can edit and who can only view, and use a brief change log so managers can reconcile updates during standups. Pair the register with a lightweight request intake tab and a checklist for onboarding and offboarding.
Teams that manage seasonal staffing, mergers and acquisitions, franchise locations, or distributed agencies can scale this approach quickly. During audits, the register speeds evidence collection and supports faster, cleaner attestations of control.
Proposal Kit can streamline how you formalize this system. Use document assembly to produce consistent policies, procedures, and request forms; the AI Writer to write supporting guidance and training notes; and the extensive template library to align roles, responsibilities, and review schedules. Automated line-item quoting can help estimate mailbox, storage, and support costs in planning documents. These tools make it easier to align your credential management workflow with business needs while keeping it clear, repeatable, and accountable.
Beyond recordkeeping, an email credential register is a control surface for operations. Treat it as a governed dataset with ownership, access tiers, and documented quality rules. Use protected ranges, dropdowns, and light validation to reduce typos, and add required fields for role, purpose, MFA status, and review interval.
Pair the register with a quick-start guide so frontline staff can locate SMTP settings fast, especially when traveling or during outages where offline access matters. Scheduled exports create a backup trail, while periodic spot checks confirm that disabled users no longer appear and that shared mailboxes have accountable owners.
Strategically, the register informs capacity and license planning. Managers can analyze data to find inactive accounts, compare team demand across quarters, and make data-driven decisions to reallocate seats. Data visualizations reveal spikes by department or project, helping leaders forecast hiring or contractor needs.
In online collaborative spreadsheets such as Google Sheets or Microsoft Excel spreadsheets, real-time collaboration and co-editing accelerate updates during onboarding surges. Version history supports audits, and conditional notifications alert owners to stale entries. These spreadsheet collaboration practices improve team communication without adding complexity.
Integration-minded teams can connect the list to adjacent artifacts: a company directory spreadsheet, a contact directory for external partners, and an employee contact list for HR coordination. With Google Workspace tools, you can enhance Excel or Sheets workflows, create formulas that flag exceptions, or use artificial intelligence features (for example, Gemini in Sheets) to check completeness. For advanced programs, connected sheets can summarize BigQuery or Looker data to correlate mailbox use with ticket volume from the Workspace Marketplace ecosystem, preserving client-side encryption where applicable and maintaining Microsoft Excel compatibility for cross-team sharing.
Proposal Kit helps formalize this operating model. Use its ease of use, document assembly, and template library to produce policies, SOPs, runbooks, and review checklists; the AI Writer to write training and governance content; and automated line-item quoting to estimate mailbox, storage, and support costs for planning. These assets clarify roles, streamline approvals, and keep your credential management process consistent and auditable.
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Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.
Published by Proposal Kit, Inc.We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Master Company Email Spreadsheet, and use them as needed for your project.