Build the review list

List the accounts, Pages, business assets, and authorized partners in scope. Record the business owner and the internal contact who can answer questions.

Match access to the work

Ask why each person needs the access currently assigned. Use current platform role descriptions to discuss changes with the authorized owner.

Document the outcome

Record which access was confirmed, which questions remain, and who will resolve them. Keep the review record somewhere the responsible team can find it later.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.