Review cadence
Run quarterly or after major org changes. Complements shared account risk analysis and shared MFA program goals.
Checklist template
Shared account security checklist
Quarterly shared account security checklist: inventory, MFA governance, password hygiene, access reviews, audit evidence, and migration to per-user access.
Implement templates with MultiMFA
Turn policy into governed SMS/TOTP delivery.
Quarterly review checklist
Inventory
- List all shared/functional accounts and business owners.
- Tag MFA type: SMS, TOTP, push, none.
- Note last access review date.
MFA governance
- Confirm enrollments live in MultiMFA (not personal phones).
- Reconcile viewer/recipient lists with current staff/contractors.
- Verify no OTP relay channels in Slack/email policy violations.
Hardening & migration
- Identify candidates for SSO/per-user migration.
- Rotate shared passwords if quarterly policy requires.
- Document exceptions with risk acceptance owner.
Adapt this template to your organization. MultiMFA does not provide legal advice.
Glossary
Key terms in this guide
Operational definitions for shared MFA vocabulary—written for security and IT teams, not dictionary-only summaries.
Template FAQ
Is this legal or compliance advice?
No. These are operational security templates—adapt with your legal and compliance teams.
Can we customize for our org?
Yes. Print/save as PDF and edit internally. MultiMFA provides frameworks, not binding policy.
More questions? Contact support or read our security overview.