MSP tooling access and recovery review
For Cybersecurity, Tech lead, Owner, Service desk & technicians
MSP Stockroom / Free working sheet / October 7, 2026
Read https://mspstockroom.com/guides/secure-msp-tooling.html for the complete method.
MSP tooling review sheet
- Review boundary: [tools / client-management routes / excluded systems / review date].
- Accountable owners: [business / technical / security / receiving alert owner].
- Tool record: [platform / vendor documentation URL / version or plan / evidence date].
- Identity record: [safe account ID / person or service owner / purpose / client scope].
- Access evidence: [role / need checked / local or alternate paths / MFA enforcement result].
- Privileged and emergency access: [separate duties / authorization / restricted method reference / last test / gaps].
- Integration record: [source / destination / identity / owner / read-write-execute scope / purpose].
- Credential lifecycle: [safe vault reference / expiry or rotation rule / dependencies / last replacement test].
- Offboarding check: [authorized event / systems checked / tokens and shared exposure reviewed / receiving owner].
- Logs and alerts: [events / retention basis / restricted destination / collection-failure signal].
- Alert test: [authorized event / time / received by / response instruction found / result].
- Recovery test: [scope / date / outcome / remaining gap / secure evidence reference].
- Status: [met / unmet / unknown / scoped exception with authority and review date].
- Action: [exposure / correction / owner / due date / outcome check].
- Automation boundary: [repeatable checks / human decisions / maintenance effort / pause route].
Before using this sheet
Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.
Use and license status
License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.