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This guide provides an access review checklist for IT teams to audit and secure system access. Learn how to reduce risk and protect RMM environments.
Level
Wednesday, April 15, 2026
Access control is a critical component of IT security. For MSPs and IT teams, poorly managed access can expose sensitive systems, especially Remote Monitoring and Management (RMM) platforms, which provide deep control over client environments.
An access review checklist helps teams:
This guide provides a structured checklist for reviewing and securing access across IT systems, with a strong focus on RMM Security and protecting RMM environments.
An access review is a formal process of evaluating who has access to systems, what level of access they have, and whether that access is still appropriate.
RMM platforms have elevated privileges across endpoints. If compromised, they can:
Before applying a checklist, align with these principles:
Users should only have access necessary for their role.
Permissions should be assigned based on roles, not individuals.
Critical tasks should require multiple roles to reduce risk.
Access should be reviewed regularly, not just once.
Use this checklist to perform structured and repeatable access reviews.
Start with full visibility.
Create a complete list of systems that require access control.
Review all user accounts across systems.
Remove or disable unnecessary accounts immediately.
Evaluate what each user can do.
Adjust permissions to match actual needs.
Ensure strong authentication is enforced.
Reduced risk of credential-based attacks.
External vendors often have system access.
Limit or revoke unnecessary third-party access.
Service accounts are often overlooked.
Overprivileged service accounts can be exploited.
Review system activity for anomalies.
Early detection of potential security threats.
Ensure policies are documented and enforced.
Consistency in how access is granted and removed.
Keep records of your review.
Improves accountability and supports compliance.
Access reviews should be ongoing.
To operationalize the checklist, follow a structured workflow.
Determine which systems and users will be reviewed.
Export user lists, roles, and permissions from systems.
Compare current access against role requirements.
Flag:
Ensure updates are applied correctly.
Share findings with stakeholders.
Limit RMM access to authorized personnel only.
Require MFA for all RMM and administrative access.
Assign individual credentials to every user.
Track access and activity in real time.
Connect RMM with SIEM or monitoring platforms for visibility.
To ensure users have appropriate access and to identify security risks.
Quarterly for most systems and more frequently for critical platforms.
Because it provides control over multiple endpoints and systems.
A principle where users only have the minimum access required to perform their job.
At Level, we understand the modern challenges faced by IT professionals. That's why we've crafted a robust, browser-based Remote Monitoring and Management (RMM) platform that's as flexible as it is secure. Whether your team operates on Windows, Mac, or Linux, Level equips you with the tools to manage, monitor, and control your company's devices seamlessly from anywhere.
Ready to revolutionize how your IT team works? Experience the power of managing a thousand devices as effortlessly as one. Start with Level today—sign up for a free trial or book a demo to see Level in action.
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