Quarterly agent access review template
In short: This template is the worksheet for a quarterly agent access review. Each row is one permission held by one agent. The named owner marks it keep or remove, adds a reason and signs off. Security applies removals and records the date, which gives auditors a complete trail of decisions.
Download Quarterly agent access review (CSV)
What is in the template?
| Agent ID | Agent name | Owner | Permission type | Permission | Purpose match (yes or no) | Last used | Decision (keep or remove) | Reason | Owner sign-off date | Removal applied date |
|---|---|---|---|---|---|---|---|---|---|---|
| AG-0001 | Invoice triage | Owner name | Tool | ERP read invoices | yes | 2026-10-30 | keep | Core task | ||
| AG-0001 | Invoice triage | Owner name | Data scope | Supplier bank details | no | 2026-07-02 | remove | Not in purpose | ||
| AG-0001 | Invoice triage | Owner name | Credential | Static API key | no | 2026-10-30 | remove | Replace with short-lived token |
Reviewed by The Register desk