2 min readAn original planning guide. Use the linked primary documentation for platform details and the supported procedure for your environment.
Inventory connections
List external collaborators, API integrations, embedded services, and accounts with delegated access. Name the purpose of each connection.
Describe access scope
Record what each party can read, change, or publish using the actual service configuration. Distinguish browser scripts from server credentials.
Check current necessity
Confirm the service is still used and has an internal owner. Flag unexplained connections for investigation before removing anything relied on by live workflows.
Plan lifecycle handling
Document how access is granted, reviewed, rotated where appropriate, and revoked through supported tools. Verify critical functions after a change.
Worked scenario
See the plan in practice.
A former campaign tool still has an active publishing token. The owner checks its dependencies and retires it through a controlled process.
Review your result
Your acceptance checklist
Connections named- Scopes understood
- Lifecycle assigned
Use these checks to identify gaps in your third-party access register. Assign an owner to any unresolved item before the next dependent step.
The terms behind the task
- APIAn application programming interface defines how software can request data or behavior from another component.
- AuthorizationThe decision about which actions or resources an identity is allowed to access.
- Least privilegeThe principle of granting only the access needed for a person's or system's current task.
Primary references
For the underlying concepts and current platform details:
