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Microsoft 365 governance

Turn governance questions into controls you can scale.

Protect follows Microsoft SharePoint access from workspace to file, reveals storage waste, publishes native metadata controls, and carries approved governance templates across large, complex tenants.

AM
All sitesProject Atlas / Shared Documents
327 sharing entries3 selected
NameShared withAccessSource
XBudget forecast.xlsxECExternal consultantReadCustom
WScope statement.docxProject membersEditInherited
CommercialAnyone with the linkViewSharing link
Design coordinationDesign teamContributeInherited
Illustrative product view
Microsoft 365 workspace overview

Stop opening workspaces one at a time.

Use one sortable list to identify the accessible projects, Microsoft SharePoint workspaces, and connected Teams most likely to contain risk or waste.

01

Who is responsible?

Find workspaces with one owner or no owner before governance decisions lose an accountable person.

02

Who is outside?

Separate internal-only workspaces from guest access and Anyone links.

03

Where is storage going?

Trace consumption to the files and version histories driving cost and quantify reclaimable capacity.

04

What needs attention?

Use activity, ownership, sharing, storage and lock-state signals to set the next priority.

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Microsoft 365 workspace overview

184 projects and Microsoft Teams workspaces

12Guest access7Owner attention18Stale workspaces
WorkspaceOwnersSharingActivityStorageState
Project Atlas2 ownersGuestsToday42 GBActive
Finance operations1 ownerInternal9 days86 GBAging
Legacy projectsNo ownerAnyone168 days612 GBStale
HR policies3 ownersInternalYesterday18 GBActive
Illustrative product view
Access explorer

See why access exists before changing it.

Go from hundreds of permission entries to the exact guest, group, link, location, access level and source behind the question.

  • Workspaces, libraries, lists, folders and files
  • Internal users, guests, groups and sharing links
  • Inherited access and custom access
  • View, download, edit, approve, share and delete indicators
AM
All sitesProject Atlas / Shared Documents
327 sharing entries3 selected
NameShared withAccessSource
XBudget forecast.xlsxECExternal consultantReadCustom
WScope statement.docxProject membersEditInherited
CommercialAnyone with the linkViewSharing link
Design coordinationDesign teamContributeInherited
Illustrative product view
Protect Pro

Fix the finding while its context is still clear.

A licensed administrator can act on selected permission entries without starting the investigation again in another screen.

Grant access

Add the right people or groups with the intended access level.

Change access

Correct the access level for several selected entries in one action.

Remove access

Remove excess access with inheritance-aware handling where needed.

Apply an Excel review

Validate spreadsheet-based access decisions before they are applied.

Metadata policies

One policy from assisted entry to native enforcement.

Use a standard JSON Schema to define required properties, controlled values, formats and cross-column naming structures. Protect shows exactly what each column accepts and whether SharePoint will enforce it at list or column level.

  • Preview rules before publishing
  • Fill selected files from the same policy
  • Stop Autofill if native validation changes or weakens
Read the policy guide
Library metadata policy

Project documents

Enforced
One rule setFill properties and native SharePoint validation stay synchronized.4 rules
ColumnAccepted valueEnforced by
Naming ID<Project>-<System>-<Number>.<Ext>List
SystemARC · STR · MEPList
Number3 digitsList
Extensionpdf · xlsx · pngList
Native SharePoint validation is synchronized
Enterprise Microsoft 365 deployment

Stop configuring the same control a thousand times.

Create reusable governance templates, validate them once, and roll the approved standard across selected projects and Microsoft Teams workspaces in waves. Central teams move faster while business units retain clear ownership and documented exceptions.

  • Standardize access, metadata, naming, approval, and storage controls
  • Target rollouts by business unit, region, project, or workspace type
  • Verify adoption and focus follow-up on exceptions
Read the rollout guide
Microsoft 365 experience

Govern where collaboration happens.

Microsoft SharePointProjects, libraries, folders and filesMicrosoft TeamsTeams and their connected SharePoint contentMicrosoft ExcelAudit exports and validated imports