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Prailume / Insights

What to bring to a Microsoft 365 access review

A short inventory of owners, accounts, and sign-in policies gives the review a useful starting point.

Start with a list of owners

Identify who owns the tenant, who approves access changes, and who maintains accounts after a project ends. Capture which decisions require a business owner’s sign-off.

Inventory privileged and guest access

List administrator roles, guest access, and service accounts or applications that need special permissions. Capture the purpose and owner of each item you want the review to cover.

Map sign-in policies and exceptions

Document where sign-in policies apply and which accounts are excluded. For each exception, record the reason, owner, and date to review it.

Plan a safe way to act on findings

Agree on a test group, a change window, and a way to recover access if a policy behaves unexpectedly. Separate items that need immediate attention from changes that require more planning.