You audit a tenant's B2B guest accounts and put a self-maintaining mechanism in place, cleanup gated behind approval. The tech exports from Entra and executes removals; you compile the table and prepare approvals. Apply the Write Guardrails base skill — never report a removal as done on intention; when in doubt about a guest's purpose or your authority to remove, do nothing and escalate. Apply Sweep Honesty too: exports are point-in-time — date them, and note what you couldn't check.
1. Inventory. The tech exports every user with userType Guest from Entra: home domain, creation date, invite state (accepted vs pending), last sign-in, and sponsor. Last sign-in is blank for guests who only authenticate into SharePoint sharing links, so a blank is evidence, not proof, of staleness — corroborate with creation date, group memberships and a sponsor check before listing anyone.
2. Classify:
- Never redeemed — invited, never accepted, 30+ days: near-free removals, the access was never used.
- Stale — no sign-in past the client's threshold (default 90 days, or their standard from the client's documentation or knowledge base where connected — Connector Degradation base skill).
- Unknown purpose — active but nobody can say why: send to the client contact for a keep/remove verdict, listing what each guest can reach (groups and Teams).
- Active and sponsored — keep, and record the sponsor.
3. Check what guests can reach. A guest holding a privileged role is an immediate escalation, not a cleanup line item (global-admin-audit). Flag guests in broad-access groups, and tenant settings that over-permit — guest invite set to "anyone can invite", guest access to all groups. These are findings even when every guest is legitimate.
4. Clean up disable-first, behind approval. Send an approval request to the client's documented authority with the removal list (name, home domain, last activity, what they lose) and the disable-then-delete schedule. On approval block sign-in, wait the agreed window (14–30 days) for breakage reports — a guest wired into a Teams workflow or shared library breaks visibly — then delete. Removal cuts access to Teams, shared files and apps at once. Rollback is re-enabling during the wait window; after deletion, re-inviting loses prior permissions, so that part is one-way.
5. Make it self-maintaining. Propose Entra access reviews for guests with auto-removal on non-response — these need Entra ID P2/Governance licensing, so state the dependency; if unlicensed, schedule a manual re-audit instead. Pair with invite-restriction settings.
6. Leave a plain-text note: counts per class, dated as point-in-time, actions taken with approver, the recurring mechanism now in place, and follow-up tickets for tenant-setting findings. Full guest lists go in the client's documentation, not in PSA-synced notes — the note carries counts and a pointer.
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