1. Map the account journey.
Identify the application, identity provider, account owners and connected systems. Follow the invitation, sign-in, role-change or recovery problem.
Process
Understand the access path before changing it.
Start with the affected task and the person authorized to approve the work.
2. Define the intended permissions.
Write down what each role should and should not be able to do. Resolve ambiguous ownership before implementing a rule.
3. Plan protected tests.
Use isolated accounts and suitable test data. Include successful access, denied access, expired invitations and recovery where relevant. Keep a way for authorized administrators to recover from a failed change.
4. Release with approval.
Agree the exact production changes, timing and stop conditions. Avoid broad permission grants as a shortcut around an unexplained failure.
5. Hand over responsibility.
Document the configured behavior, test results, exceptions and owners. Review what happens when staff or vendor arrangements change.