AccessFormer employees still have accessOld accounts, shared mailboxes, groups, and files need to be reviewed after an employee leaves.
SecurityMulti-Factor Authentication is inconsistentSome users may be protected while others still depend only on a password.
Admin rolesAdministrator access is unclearToo many people may have elevated access, or no one may know who has the ability to make tenant-wide changes.
LicensesLicenses are being paid for but not usedUnused or misassigned licenses can quietly increase monthly costs.
EmailMailbox settings are messyForwarding, shared mailboxes, groups, and delegated access should be reviewed and documented.
ProcessAccount changes are handled differently every timeOnboarding, offboarding, password resets, and license changes work better when there is a repeatable process.
Account cleanup User accounts, groups, and licenses Review active users, former employees, vendors, and shared accounts. Review license assignments and identify unused or unclear licenses. Review groups and basic access patterns. Document recommended cleanup steps.
Security basics Multi-Factor Authentication and administrator access Review administrator roles and elevated access. Review Multi-Factor Authentication coverage. Check for risky access patterns that should be cleaned up. Create plain-language recommendations for next steps.
Email and collaboration Mailboxes, forwarding, and shared access Review shared mailboxes and delegated mailbox access. Review forwarding settings and common mailbox risks. Review employee exit mailbox handling. Recommend cleaner ownership and documentation.
Process Onboarding and offboarding support Create repeatable account setup steps for new employees. Create access removal steps for employee exits. Connect account changes to license cleanup and file access review. Document the process so it can be used again.
Small businessSmall businesses using Microsoft 365For teams that rely on Outlook, Teams, OneDrive, SharePoint, and Microsoft 365 accounts every day.
NonprofitsNonprofits with staff or volunteer accessFor organizations that need better control over user accounts, files, shared mailboxes, and role-based access.
Office managersOffice managers responsible for accountsFor teams where employee account changes are handled by operations, administration, or office staff.
No full-time ITBusinesses without internal IT staffFor businesses that need practical help without hiring a full-time technology employee.
Employee changesTeams that recently hired or lost employeesFor businesses that need to confirm access was added or removed correctly.
Security cleanupBusinesses that want better account securityFor teams that want stronger Multi-Factor Authentication, clearer administrator access, and better documentation.
Admin access Microsoft 365 Admin Access Review Template Review administrator roles and identify accounts that need closer attention. Open checklist
Passwords Small Business Password Policy Template Set practical expectations for passwords, shared accounts, and Multi-Factor Authentication. Open template
Offboarding Employee IT Offboarding Checklist Review account removal, license cleanup, mailbox access, and shared files after an employee leaves. Open checklist
Monthly review Monthly IT Review Checklist Create a recurring review rhythm for users, licenses, access, devices, and documentation. Open checklist
Assessment Not sure where to start? Start with a broader Small Business IT Cleanup Assessment to review accounts, devices, software, documentation, and security basics. View assessment
Step 1Discovery callShare what feels messy, risky, expensive, or unclear in your Microsoft 365 setup.
Step 2Access and license reviewReview accounts, licenses, administrator roles, shared mailboxes, groups, and common access issues.
Step 3Practical recommendationsReceive clear next steps for cleanup, documentation, security basics, and recurring review.
Do you support Microsoft 365 for small businesses?Yes. J3 Systems Group helps small businesses and nonprofits review Microsoft 365 users, licenses, administrator access, mailboxes, and basic security settings.
Can you help review administrator accounts?Yes. Administrator access should be reviewed and documented because elevated access can affect the entire Microsoft 365 environment.
Can you help with former employee access?Yes. Employee exits are one of the most important times to review accounts, shared mailboxes, licenses, groups, and file access.
Can you help with Multi-Factor Authentication?Yes. J3 Systems Group can review Multi-Factor Authentication coverage and identify accounts that need stronger protection.
Can you review unused licenses?Yes. License review can help identify assigned, unused, or unclear licenses that may be increasing monthly costs.
Do you offer one-time Microsoft 365 cleanup?Yes. One-time cleanup projects are available for businesses that need a focused review before deciding on ongoing support.
