Checklist

Okta and Entra ID Security Assessment Checklist

A checklist for reviewing identity controls across Okta and Microsoft Entra ID before misconfiguration becomes account takeover or privilege abuse.

OktaMicrosoft Entra IDIdentityChecklist

Preview before download

Review identity blast radius before it becomes account takeover

The checklist focuses identity assessment on high-impact controls: privileged roles, MFA strength, recovery paths, lifecycle hygiene, and audit visibility.

Sample decisions

Inventory administrators, app owners, service accounts, emergency access, and help desk reset authority.
Review conditional access, sign-on policy exceptions, legacy authentication, and unmanaged device paths.
Confirm logs show sign-ins, MFA changes, role assignment, federation changes, and privileged recovery.

Common mistakes

Reviewing MFA enrollment without checking factor strength and recovery bypass paths.
Ignoring stale app assignments and contractor accounts because they are outside the core directory.
Treating Okta or Entra configuration as secure because defaults are enabled.

What is inside

DefendArm Okta and Entra ID Security Assessment Checklist

Download an Okta and Microsoft Entra ID security assessment checklist for MFA, conditional access, privileged roles, lifecycle governance, and audit visibility.

Fillable PDF. Reviewed 2026-09-21. Includes practical guidance and reusable review records.

Inventory privileged roles, application administrators, help desk reset authority, service accounts, and break-glass users.
Confirm phishing-resistant MFA or security key requirements for administrators, executives, finance, help desk, and other high-risk users.
Review conditional access or sign-on policies for broad exceptions, legacy authentication, unmanaged devices, risky locations, and admin portals.
Validate joiner-mover-leaver workflows against HR source data, contractor end dates, group ownership, and stale application assignments.
Inspect federation, OAuth app consent, API tokens, recovery factors, and delegated administration paths for abuse risk.
Confirm audit visibility for sign-ins, MFA changes, role assignment, policy updates, application assignment, and privileged account recovery.

Questions and answers

Who should use the Okta and Entra ID Security Assessment Checklist?

This resource is built for identity owners, IT leaders, security teams, and compliance stakeholders who need a clear way to turn security guidance into owners, evidence, and next actions.

What should a team prepare before using it?

Prepare current system owners, relevant policies, available logs or configuration evidence, and any known exceptions that affect the control area.

When should this turn into a deeper review?

Bring in the relevant specialist when the work exposes missing evidence, unclear authority, or controls your team cannot validate. Keep the unresolved issue, owner, and next decision recorded.