Protect documentation
Follow task-based guidance to deploy Protect, review and change access, govern content, and roll approved standards across hundreds or thousands of Microsoft SharePoint projects and Teams workspaces.
Workspaces, people, groups, links, and permission sources.
Least-privilege changes with context and validation.
Native validation, approvals, and reusable templates for enterprise rollout.
Excel evidence for reviews and larger change sets.
Get started
Check requirements, deploy Protect, assign responsibilities, and learn the interface.
Choose an entry point, open Protect, and complete a first SharePoint access review.
Read article Requirements, permissions, and availabilityCheck supported entry points, licenses, SharePoint rights, and selection requirements before using a Protect feature.
Read article Deploy Protect to Microsoft 365Install the SharePoint package, enable its entry points, and verify the deployment with representative users.
Read article Plan Protect responsibilitiesAssign deployment, review, decision, and remediation responsibilities without creating unnecessary SharePoint privileges.
Read article Navigate and use ProtectUse Protect navigation, commands, filters, tables, and SharePoint shortcuts from each supported entry point.
Read articleReview access
Prioritize workspaces and interpret people, groups, links, roles, and inheritance.
Filter the Sites view and use ownership, sharing, activity, lock, and storage signals to prioritize reviews.
Read article Explore permissions and sharing linksInterpret principals, access levels, capabilities, locations, and inheritance, then isolate entries that need a decision.
Read article See who viewed files in SharePointLearn how to see who viewed a file in SharePoint using SharePoint Viewers for quick checks and Microsoft Purview Audit for compliance-grade tracking.
Read articleManage access
Grant, change, remove, review, export, and import access with clear safeguards.
Apply Protect Pro permission changes with exact scope, selection, inheritance, and verification steps.
Read article Review guest access and sharing linksFind guest and link-based access, evaluate its source and scope, and choose the safest remediation.
Read article Share SharePoint folders with external usersStep-by-step guide to share specific SharePoint folders with external users using SharePoint or Microsoft 365 security groups.
Read article Export and import permission workbooksRead Protect's permission matrix, export review evidence, and validate additive SharePoint-group assignments before import.
Read articleGovern content
Configure native validation, manage approvals, and scale approved governance templates across large workspace estates.
Define one library policy, preview its behavior, and publish equivalent native SharePoint validation.
Read article Fill properties for selected filesGenerate, validate, edit, and write policy-controlled metadata for selected SharePoint files.
Read article Manage approvals for selected filesReview approval states and request, approve, or reject compatible files with the library's predefined settings.
Read article Standardize governance across large workspace estatesBuild one approved governance template, pilot it, and deploy it in controlled waves across hundreds or thousands of Microsoft SharePoint projects and Teams-connected workspaces.
Read articleReference
Understand identity and data boundaries, then diagnose common problems.
Understand Protect identity flows, delegated SharePoint access, stored configuration, exports, and licensing data.
Read article Troubleshoot ProtectDiagnose deployment, sign-in, discovery, permission, Excel, metadata, Fill properties, and approval problems.
Read articleNeed help with a Protect deployment?
Share the affected workspace, action, time, and complete error message with the support team.