Identity and Access Management Quarterly Review Form

Streamline Your IAM Quarterly Reviews with Paperform

Identity and Access Management (IAM) reviews are critical to maintaining security posture, ensuring compliance, and reducing organizational risk. This IAM Quarterly Review Form template helps IT security teams, system administrators, and compliance officers conduct thorough access audits efficiently.

Why Regular IAM Reviews Matter

Orphaned accounts, excessive permissions, and outdated role assignments create significant security vulnerabilities. Regular quarterly reviews help you identify inactive users, validate role-based access controls (RBAC), and ensure the principle of least privilege across your systems.

Built for IT Security Teams

This template is designed specifically for IT professionals, security officers, and compliance teams who need to:

• Audit user provisioning across multiple systems and applications
• Validate role assignments against current job functions
• Identify orphaned accounts from terminated or transferred employees
• Document access changes for compliance and audit trails
• Streamline remediation workflows with clear next steps

How This Template Works

The form guides reviewers through a structured IAM assessment process, capturing critical information about user accounts, access levels, system permissions, and required remediation actions. Use conditional logic to surface high-risk findings and route them appropriately.

Automate Your IAM Workflow with Stepper

Take your IAM reviews further by connecting this form to Stepper, Paperform's AI-native workflow builder. Automatically create tickets for access revocations, notify system owners of findings, update your CMDB or identity management system, and track remediation progress—all triggered from form submissions. This transforms a static audit into an active security improvement process.

Enterprise-Ready Security

With SOC 2 Type II compliance, SSO support, role-based permissions, and audit logging, Paperform provides the security controls enterprise IT teams require. Store sensitive access audit data with confidence, knowing your form platform meets the same standards you expect from your other security tools.

Whether you're conducting quarterly access reviews, preparing for compliance audits, or implementing zero-trust principles, this template helps you maintain visibility and control over who has access to what across your organization.