Free template
Free user access review template (Excel)
A clean, ready-to-use Excel template for running a user access review — the kind auditors ask for during SOC 2 and ISO 27001. It includes the columns you actually need, keep/revoke dropdowns, and an instructions tab. No email, no sign-up — just download it.
Download the Excel template
Free · .xlsx · no email required
What’s in the template
The workbook has two tabs — an instructions tab and the review tab — with the columns a reviewer and an auditor both expect:
- User, email, and manager — who the access belongs to.
- System, access level, and role — what they can do.
- Last login — a signal for dormant access.
- Reviewer decision (Keep / Revoke) as a dropdown, plus a justification column.
- Reviewer name and review date — so the evidence is attributable and time-stamped.
How to use it
Export the current access list from each in-scope system, paste it into the review tab, and have the accountable owner mark each line keep or revoke. Fill in the reviewer and date, and keep the completed file as your evidence for that period. Repeat every quarter for privileged and production systems.
Where a spreadsheet falls short
A template gets you started, but a spreadsheet has real limits for audit evidence: it has no immutable snapshot (access can change after you fill it in), no proof that revocations happened, and no built-in reminder that the next review is due. When those gaps start costing you audit findings — or just time every quarter — Useboards runs the same review with pinned snapshots, tracked revocations, and a one-click CSV evidence pack.
Frequently asked questions
Is this user access review template really free?
Yes — download the Excel file with no email or sign-up. It’s made by Useboards; if you outgrow the spreadsheet, our product runs the same review with audit-ready evidence.
Does this template work for SOC 2 and ISO 27001?
Yes. The columns (user, system, access level, keep/revoke decision, reviewer, date) cover what SOC 2 (CC6) and ISO 27001 (A.9 / A.5.18) reviewers ask for. For a formal audit you’ll also want proof that revocations were carried out, which a spreadsheet doesn’t capture on its own.
What’s the difference between the template and Useboards?
The template is a static spreadsheet you fill in manually each quarter. Useboards automates the review: it snapshots access so evidence can’t drift, turns revoke decisions into tracked deprovisioning, reminds you when a review is due, and exports an auditor-ready evidence pack.
Related
Outgrown the spreadsheet?
Run the same review with snapshot evidence and auditor-ready export.