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SPREADSHEET ACCESS REVIEW · Workflow idea

Use a role-change list as a proposal—not unchecked permission changes.

Review a spreadsheet that lists people and their proposed support roles. Match each person carefully using their work email, show current and proposed access together, and let an authorized access owner approve the exact changes before any permissions are updated.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Role-change spreadsheet
Produces
A person-by-person comparison of current and proposed roles, with uncertain matches and all changes awaiting approval.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

An approved spreadsheet with work email addresses and proposed support roles

“Match spreadsheet entries to existing users, prepare a least-privilege change proposal, and hold all role updates for authorized review.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps administrators review a prepared list of support-role changes without relying on manual record-by-record lookup.

  1. Confirm the spreadsheet and its owner

    Verify that the file is current, approved for this purpose, and maintained by an authorized person.

  2. Match each person to an existing account

    Use work email as a matching aid and pause for duplicates, unknown addresses, or conflicting user details.

  3. Compare current and proposed roles

    Show the exact permissions that would be added or removed and flag changes that exceed the approved access policy.

  4. Review identity and business need

    Have an authorized access owner confirm each person, requested role, and least-privilege need.

  5. Apply only approved permission changes

    Update only the reviewed accounts and roles, leaving uncertain or unapproved entries unchanged.

03 / The result

Something useful.
Something to build on.

A person-by-person comparison of current and proposed roles, with uncertain matches and all changes awaiting approval.

AmbactiWorkflow folio · 5 steps

Review spreadsheet-based role changes

Reviews & approvals · Example outcome

The handoff

A person-by-person comparison of current and proposed roles, with uncertain matches and all changes awaiting approval.

Keep in mind

A spreadsheet can be outdated, altered, or matched to the wrong person, and a role can grant more access than intended. Limit the source and account permissions, verify each identity and requested role with an owner, reject ambiguous or excessive access, and require approval before every account permission change.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Set spreadsheet ownership and format

Define who may provide the file, which columns it may contain, and how its currency is verified.

Limit account and file permissions

Restrict the source file and use only the account access needed to review and apply approved role changes.

Define role and identity checks

Document valid roles, work-email matching rules, duplicate handling, and how requests for excessive access are rejected.

Assign an access approver

Name who approves each user’s exact permissions and confirm that failed or uncertain matches are never changed automatically.

Put your next idea to work.

Start with your brief. Make the process your own.

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