Run a Monthly Permission Review for Virtual Assistants
A monthly review checks whether each account still matches current work and removes access with no purpose.
Published: · 7 minute read
The short answer
List active accounts and roles, then connect every permission to a current task and internal owner.
Check shared credentials, unused admin roles, inactive integrations, and missing multi-factor authentication. Record each change.
Review upcoming role changes too. Access can be widened later when a documented task requires it.
Build the work lane
- Write the recurring task and its finish rule
- Share an approved example and the source system
- Set response times, approval limits, and escalation rules
- Review a small sample before widening the role
Check the role before you expand it
- Can a new person complete the task from the examples?
- Who reviews the first week and records corrections?
- Which decisions and systems stay with your internal owner?
- What evidence shows the role is ready for another queue?
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Common questions
What should I prepare before hiring?
Prepare task examples, access rules, a review owner, and a short first-week checklist.
What work should stay with my team?
Keep strategy, sensitive approvals, payments, hiring decisions, and customer exceptions with your internal owner.
International Labour Organization guidance on remote work arrangements reinforces why remote role briefs should document expectations, communication rhythms, and accountable handoffs.