Access Review Helper

Ask Joy to read your identity provider and key SaaS apps and hand back an access review for one department or app: who has access, at what level, who's gone dormant or over-privileged, and which grants to pull before you certify.

For IT & Security Teams IAM Administrators Compliance & Audit App & Data Owners
Sample prompt to Joy's Assistant

Using our identity provider and connected SaaS apps, produce an access review for the [department or app] covering the [access-certification cycle]. For each person, show their role, the app and access level, when they last used it, and flag anything that looks stale, over-privileged, or orphaned with a recommended action.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Using our identity provider and connected SaaS apps, produce an access review for the Finance team covering the Q3 FY26 certification cycle. For each person, show their role, the app and access level, when they last used it, and flag anything that looks stale, over-privileged, or orphaned with a recommended action.

These grants come straight from Okta and the four finance apps it fronts, matched against last-login data and the role changes HR logged since April. Nothing here is changed yet: this is the read for your certification meeting, with the grants that need a decision pulled to the top of your attention.

Finance team access review

Access review · Finance team · Q3 FY26 certification cycle · 8 active grants · 4 connected apps

Of the eight active Finance grants, four look appropriate for the person’s current role. The other four need a decision before you certify: two people hold admin rights their role doesn’t call for, one grant was left behind after an April role change, and one belongs to a contractor whose account has gone quiet.

User / roleApp & access levelLast usedFlag & recommended action
Maria Solberg — ControllerNetSuite — Administrator2 days agoNo change. Admin fits the Controller role.
Devin Okafor — AP SpecialistBill.com — ApproverYesterdayNo change. Approver rights match AP duties.
Priya Raman — FP&A AnalystNetSuite — Read-only reporting5 days agoNo change. Reporting-only access is right-sized.
Thomas Reyes — Staff AccountantExpensify — Company admin3 days agoNo change. Admin needed to manage expense policies.
Karen Whitfield — moved to Treasury in AprilBill.com — AdministratorApr 24 (90 days)Orphaned after role change. Revoke; Treasury doesn’t use Bill.com.
Alan Petrov — Contractor (engagement ended)NetSuite — Standard userApr 28 (86 days)Dormant / stale account. Revoke; the contract closed in May.
Grace Lin — Payroll CoordinatorRamp — Admin4 days agoOver-privileged. Downgrade to Bookkeeper; admin isn’t needed for payroll.
Jordan Mbeki — Junior AnalystNetSuite — Administrator6 days agoOver-privileged. Downgrade to reporting; likely a leftover onboarding grant.

The two riskiest grants are both admin. Karen’s Bill.com Administrator seat is the one to pull first — it’s full payment-approval power sitting with someone who left Finance three months ago and hasn’t signed in since, which is exactly the orphaned-admin pattern an auditor looks for. Alan’s NetSuite account runs a close second: a contractor login that should have closed with the engagement. Neither has been touched — this is the read for your certification meeting, so a person can revoke the two admin grants and downgrade Grace and Jordan once you sign off.

Want me to draft the revocation list for the four flagged grants, so you can hand IT exactly which access to pull and which to downgrade?

From scattered user lists to a review you trust

Access Review Helper connects to your identity provider and the SaaS apps it fronts, then reads the current grants for a department or app on demand. Joy lines up each person's role against the access they hold, checks last-login and recent role changes, and flags what looks stale, over-privileged, or orphaned.

  1. Connect your identity and app data

    Point Joy at your identity provider (Okta, Entra ID) and the SaaS apps it fronts. Joy reads the current grants, roles, and last-login data live when you ask, so the review reflects access as it stands right now.

  2. Name the department or app to review

    Tell Joy whose access to certify this cycle: the Finance team, everyone in NetSuite, the app you own. Joy scopes the read to exactly that set.

  3. Get the review with every grant flagged

    Joy returns a table of each person's role, app and access level, and last-used date, with stale, over-privileged, and orphaned grants called out and a recommended action for each.

  4. Review it, then act where you work

    Read Joy's flags, adjust the ones you disagree with, and use the report to revoke or downgrade access in your own systems. Copy it straight into your certification record or ticket. Joy reports; a person makes the change.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Dormant-Account Detection

Joy reads last-login data and flags accounts that have gone quiet, so contractor and former-employee logins don't slip through the cycle.

Over-Privilege Flags

Joy compares each person's role to the access they hold and calls out admin rights the job doesn't call for, with a right-sized level to downgrade to.

Orphaned-Access Checks

Joy cross-references recent role changes so grants left behind after a move or promotion surface as their own flag, not buried in a list.

Certification-Ready Output

The report reads like the record you need to keep: user, role, access level, last used, and a recommended action per grant, ready to paste into your evidence.

App-Owner Review

Scope the read to a single app you own: everyone with access to Salesforce, NetSuite, or the data warehouse, ranked by privilege level.

Privileged-Access Review

Ask Joy to surface only admin and elevated grants across your apps, so the highest-risk access gets certified on its own tighter cadence.

Offboarding Sweep

Point Joy at recent leavers and role changers and get the list of access that should already be gone, before it becomes an audit finding.

License & Access Audit

Pair the access review with seat usage so dormant grants that are also costing a paid license show up in the same read.

Frequently Asked Questions

How do I run a user access review across multiple SaaS apps?

Connect your identity provider and the apps it fronts, then ask Joy to review a department or app. Joy reads the current grants live, lines each person's role up against their access, and returns one report instead of you exporting and merging a spreadsheet per app.

Can Joy find dormant or orphaned accounts?

Yes. Joy reads last-login data to flag accounts that have gone quiet, and cross-references recent role changes to catch access that was left behind after someone moved teams or left. Both show up as their own flags with a recommended action.

Does Joy revoke access automatically?

No. Joy reads and reports: it tells you which grants look stale, over-privileged, or orphaned and what to do about each. A person makes the call and revokes or downgrades the access in your systems, so no change happens without human review.

How is this different from a standing access monitor?

This is an on-demand review you run for a certification cycle, not a continuous alerting service. You ask when you need the read, Joy produces the report against access as it stands at that moment, and you use it to certify or clean up.

What does the access review report actually contain?

For each person in scope: their role, the app and access level they hold, when they last used it, and a flag with a recommended action for anything stale, over-privileged, or orphaned. It's sized to drop straight into your certification evidence or a remediation ticket.

Related Recipes

IT & Security

IT Support Q&A

Employees get instant IT answers from your own documentation.
IT & Security

IT Service Dashboard

Track ticket volume, resolution time, and satisfaction at a glance.
IT & Security

Data Handling Scenarios

Practice proper data handling in realistic security simulations.

Ready to walk into your next access review already knowing which grants to pull?

Join the waitlist and be first to try this workflow when JoySuite launches.

Join the Waitlist Browse All Recipes