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Access Reviews

Overview

Access Reviews help you periodically verify that users have appropriate access to systems and data. Regular access reviews are a key compliance requirement for frameworks like SOC 2, ISO 27001, and HIPAA.

Why Access Reviews?

Access reviews address common security risks:

  • Privilege Creep - Users accumulate access over time
  • Orphan Accounts - Access remains after role changes
  • Excessive Permissions - More access than needed
  • Compliance Requirements - Required by most frameworks

Access Review Process

  1. Define Scope

    Determine which systems and users to review.

  2. Collect Access Data

    Gather current access information from systems.

  3. Assign Reviewers

    Assign managers or owners to review access.

  4. Conduct Review

    Reviewers approve or revoke access.

  5. Remediate

    Remove inappropriate access.

  6. Document

    Record review results for compliance.

Creating Access Reviews

Review Campaigns

  1. Navigate to ComplianceAccess Reviews
  2. Click Create Review
  3. Configure the review:
    • Name - Descriptive campaign name
    • Scope - Systems to review
    • Reviewers - Who will review (managers, system owners)
    • Due Date - Review deadline
    • Frequency - One-time or recurring
  4. Click Create

Review Scope Options

Scope TypeDescription
All UsersReview all user access
By GroupReview specific compliance groups
By SystemReview access to specific systems
PrivilegedReview only privileged access
New AccessReview recently granted access

Automated Data Collection

Integration-Based Collection

With connected integrations, Bastion automatically collects:

  • Identity Provider - User accounts and group memberships
  • Cloud Services - Application access and roles
  • Code Repositories - Repository permissions
  • SaaS Applications - Application entitlements

Manual Data Entry

For systems without integrations:

  1. Open the review
  2. Click Add Access Data
  3. Upload access listing (CSV format)
  4. Map columns to access fields

Conducting Reviews

Reviewer Experience

Reviewers see a list of user access to evaluate:

ColumnDescription
UserEmployee name
SystemApplication or system
Access LevelPermission or role
Last UsedRecent access activity
Granted DateWhen access was granted
DecisionApprove or Revoke

Review Actions

ActionMeaning
ApproveAccess is appropriate
RevokeAccess should be removed
FlagNeeds further investigation
DelegateAssign to another reviewer

Bulk Actions

For efficiency:

  • Select multiple rows
  • Apply bulk approve/revoke
  • Add comments to bulk actions

Remediation

Handling Revocations

When access is revoked:

  1. Revocation creates a task
  2. Task assigned to system owner or IT
  3. Owner removes access in the system
  4. Marks task complete in Bastion
  5. Verification confirms removal

Remediation Tracking

Monitor remediation progress:

  • Pending - Awaiting removal
  • In Progress - Removal underway
  • Completed - Access removed
  • Verified - Removal confirmed

Review Reports

Completion Reports

Generate reports showing:

  • Coverage - Users and systems reviewed
  • Decisions - Approve vs. revoke breakdown
  • Completion Rate - Percentage reviewed
  • Reviewer Performance - Reviews by reviewer

Audit Evidence

Access review documentation includes:

  • Review scope and methodology
  • Complete decision records
  • Remediation evidence
  • Timestamps and reviewer identities

Recurring Reviews

Setting Up Recurrence

Schedule automatic review campaigns:

FrequencyUse Case
QuarterlyCritical systems, privileged access
Semi-AnnualStandard systems
AnnualLow-risk systems

Recurrence Configuration

  1. Open existing review
  2. Click Schedule Recurrence
  3. Select frequency
  4. Set start date for next review
  5. Configure notifications

Best Practices

Review Privileged Access More Often

Admin and privileged accounts should be reviewed quarterly or more frequently due to their elevated risk.

Involve the Right Reviewers

Managers should review their direct reports. System owners should review system-specific access.

Set Realistic Deadlines

Give reviewers enough time to make informed decisions, but not so long that reviews become stale.

Enforce Completion

Follow up on incomplete reviews. Incomplete reviews don't satisfy compliance requirements.

Compliance Mapping

Access reviews provide evidence for:

FrameworkRequirements
SOC 2CC6.1, CC6.2, CC6.3
ISO 27001A.9.2.5, A.9.2.6
HIPAA§164.308(a)(4)

Next Steps