FREE TOOL 02 / Access
User access review
Create a review worksheet for accounts, access decisions and follow-up actions. For RIA operations, compliance and technology teams.
Work stays in this tab. Save a copy before leaving, then open that file to continue later. Avoid client details, credentials and confidential evidence.
Make the next decision clear.
Create a worksheet, then add generic account labels and review decisions. No tenant export or connection is needed.
Sources, assumptions & limits
Template 1.0.0 · Sources checked October 1, 2026. A planning aid, not legal advice, a system assessment or a compliance determination. User-recorded statuses are not independently verified.
MS-ACCESS: What are access reviews? ↗ — Microsoft product guidance. This worksheet is a manual record and does not connect to Entra or inherit its automation.
Read our methodology