Define the operating rule
Inventory direct access, delegated permissions, and group memberships.
Executive Support
Executive assistant access review checklist
ExecutiveSupportStaff Editorial Team | Published
Make the work visible
Match every permission to current work and use named company accounts.
Review the exceptions
Remove stale access during the review and record the approver and next review date. The least privilege guidance provides supporting guidance.
Connect the workflow
Use the confidential correspondence guide and the backup coverage plan for the related operating details.
| Stage | Required output |
|---|---|
| Define | Owner and boundary |
| Operate | Decision and record |
| Review | Updated rule |
Frequently asked questions
What should this process define?
Inventory direct access, delegated permissions, and group memberships.
What makes the process reliable?
Match every permission to current work and use named company accounts.
When should the process be reviewed?
Remove stale access during the review and record the approver and next review date.
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