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Reusable practice kit

Access change checklist

A repeatable joiner, role-change, departure, and vendor-exit record.

TARGET PRACTICE

What the completed kit should do

Access follows current work and closes visibly when a person or relationship changes.

FIELDS

Capture these facts in your approved system

  • Person or vendor role, business owner, effective date, and approved systems
  • Accounts, groups, shared folders, devices, physical access, and remote tools
  • Administrative rights, payment rights, forwarding, tokens, keys, and integrations
  • Records transfer, device return, session removal, secret rotation, and recovery update
  • Verifier, completion time, exception, evidence location, and next review
SEQUENCE

Use the structure in this order

  1. 01

    Start from an approved role rather than copying another person's access.

  2. 02

    Apply the smallest useful permissions and individual accounts.

  3. 03

    Remove or change access at the effective time.

  4. 04

    Verify cleanup and record unresolved exceptions.

DONE WHEN

Close the practice loop

A second reviewer can see that access matches the current relationship and that old paths are closed.

CAUTION

Protect the completed record

  • Coordinate evidence preservation and disputed access with qualified reviewers.
  • Removing an account may also remove needed records or audit history.
  • Shared secrets must be rotated, not only removed from a user list.

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