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Enterprise Microsoft 365 governance

See the risk. Set the standard. Scale the result.

Protect helps global Microsoft 365 teams find exposure, reduce storage waste, enforce content policies, and deploy reusable governance templates across SharePoint projects and Microsoft Teams workspaces.

01
Oversharing

Guests leave. Their access often does not.

Old guest accounts, Anyone links and broad groups can keep sensitive files reachable long after the project ends. Protect puts the audience, access level, content location and permission source in one view, so administrators can see exactly what is exposed.

  • Find internal users, guests, groups and sharing links
  • Trace exposure from workspace to library, folder and file
  • Separate inherited access from custom permission boundaries
Explore SharePoint permission management
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
02
Least privilege

Permission cleanup should not take all week.

Once the risky entries are visible, Protect Pro lets a licensed user grant, change or remove selected permissions in the same context. For larger reviews, prepare the decisions in Excel and validate them before import.

  • Change several selected access entries together
  • Remove excess access with inheritance-aware handling
  • Validate spreadsheet changes before applying them
Compare Free and Pro
Bulk permission action

Change access level

3 entries selected
  • Budget forecast.xlsx
  • Commercial folder
  • Scope statement.docx
03
Metadata policies

Define the policy once. Let SharePoint enforce every edit.

Protect turns one standard JSON Schema into the same rules used for Fill properties and native SharePoint validation. Preview the impact before saving; unsupported rules are rejected instead of published as a weaker approximation.

  • Require metadata and control accepted values
  • Enforce naming relationships across columns
  • Fill selected files without creating a second rule set
Explore SharePoint metadata management
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
04
Enterprise Microsoft 365 rollout

One approved standard. Thousands of projects and Microsoft Teams.

Large organizations cannot afford to rebuild governance for every region, business unit, and project. Protect turns approved controls into reusable templates that can be deployed across Microsoft 365 workspaces in controlled waves, cutting repetitive setup while keeping ownership and exceptions visible.

  • Package repeatable access, metadata, naming, approval, and storage rules
  • Pilot once before rolling out to hundreds or thousands of workspaces
  • Verify deployment and concentrate effort on exceptions
Explore Microsoft 365 governance
05
Storage cost optimization

See where every gigabyte goes—and reduce the bill.

Protect traces paid SharePoint capacity from workspaces to libraries, files, and version history. Administrators can identify the largest reclaimable opportunities, understand the cost impact, and reduce unnecessary file versions without deleting the current content teams rely on.

  • Break down storage by workspace, library, file, and version history
  • Rank large, version-heavy files by reclaimable capacity and cost
  • Reduce unnecessary versions while retaining current content
Explore SharePoint storage optimization
AM
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
06
Copilot readiness

An old permission mistake becomes an AI problem.

Microsoft 365 Copilot respects the access a person already has. If a guest, group or sharing link reaches content it should not, Copilot does not repair that permission. Protect helps administrators find and correct those SharePoint access paths before rollout.

  • Review the permission layer Copilot relies on
  • Find guest, link and group-based exposure
  • Correct selected access with deliberate actions
Prepare permissions for Copilot
Permission readiness

Copilot access review

3 findings
Review existing access before rolloutCopilot uses the permissions people already have.3
Anyone linkHigh exposureExternal guestReview accessCustom permissionCheck scope

Protect reviews the permission layer—not Copilot prompts or responses.

07
Audit and compliance evidence

When an auditor asks, the answer should already be clear.

Filter Protect to the exact access scope under review, then export it to Excel with the workspace, principal, access level, location and permission source. Reviewers get evidence they can understand without another manual permission investigation.

  • Create a focused review without manual consolidation
  • Keep the access context with each exported entry
  • Hand off a clear Excel record to reviewers
X

Access review

Ready to export · 327 entries
WorkspacePrincipalAccessSource
Project AtlasExternal consultantReadCustom
Finance operationsFinance membersEditInherited
Legacy projectsAnyone with linkViewSharing link