How to Review Access and Permissions Periodically

To review access and permissions, you need three things: a filterable list of who has access, a clear view of what each role grants, and a record of what people have actually been doing.

Why access reviews get skipped

They are important, unglamorous, and easy to postpone until an audit forces them.

Access granted for a project that ended months ago
Role membership nobody has checked since it was created
Builders who should have become members
No evidence of what a given user actually changed

A review that takes an afternoon

Filter by status — confirm inactive users are genuinely inactive
Filter by type — check whether every builder still needs to build
Review roles — confirm each grants what its function requires
Check super root — it should be one or two people at most
Sample the history — look at what changed, and by whom

How to do it in Jestor

Open user management in Jestor and filter by status to separate active from inactive.
Filter by type and review whether each builder still needs that seat.
Open roles and review the access each one grants, noting the role IDs.
Confirm super root is held by one or two people at most.
Open the table history view, filter by source and date, and export it for the record.

Why choose Jestor for governance?

Jestor keeps removed users as inactive rather than deleting them, so a historical change always resolves to a person — an important property when a review has to explain what happened months ago.

The platform holds SOC 2 Type I and II certification with regular penetration testing, encryption, and access auditing, which is usually what an access review needs to evidence.

Frequently Asked Questions

Can I export the change history?

Yes, filtered by date, action, and source. See jestor.com.

How many super root users should there be?

Ideally one or two in the whole company.

Are removed users deleted?

No, they become inactive, preserving history.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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