Microsoft 365 Admin Access Review Template

Microsoft 365 security

Based on your access approval matrix and role-based access template materials.

Task or item	Owner or notes	Status
List all Microsoft 365 administrator accounts and privileged roles.
Confirm every administrator belongs to a current employee or approved vendor.
Document the business reason for each administrator role.
Confirm Multi-Factor Authentication is enabled for every administrator.
Remove administrator access that is no longer needed.
Check whether shared administrator accounts can be replaced with named accounts.
Review emergency or backup administrator access.
Document the approver for each privileged access decision.
Set the next review date.
Store the completed review with your IT documentation.

How to use

Use this first

Start with Microsoft 365 admin roles.
Add other critical systems later, such as Google Workspace, accounting, domain, website, and password manager tools.
Review at least quarterly for small businesses with frequent employee changes.
Use this with your employee offboarding process.

Service connection

J3 Systems Group can help perform administrator access reviews and create repeatable review templates for Microsoft 365 and other business systems.

More resources

View the full free template and checklist library.

These resources work together. Use them as a simple process instead of separate one-time documents.

Set clear rules for passwords, password managers, MFA, shared accounts, administrator access, and employee exits.

Review accounts, devices, backups, software renewals, support issues, documentation, and security tasks once a month.

Remove access, recover equipment, reset shared passwords, preserve business files, remove licenses, and document completion.

J3 Systems Group can help perform administrator access reviews and create repeatable review templates for Microsoft 365 and other business systems.