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Compliance Policy Management

On the Compliance policies page, the existing compliance policies are listed in the table. You can view the policy name, description, the number of enabled rules, police type, the modified time and the user who modified the policy.

To edit the settings of a compliance policy, you can select it in the table and click Edit, or click the More actions (Button: More actions) button to the right of the last column and select Edit. The changes will affect all workspaces where this policy is applied and will take effect in the next scan.

To delete existing compliance policies, select the policy in the table and click Delete. Alternatively, you can click the More actions (Button: More actions) button to the right of a policy row and select Delete to delete the compliance policy.

*Note: A compliance policy cannot be deleted if it is being used in a provisioning template.

For the built-in compliance policies, you can click View or click the More actions (Button: More actions) button to the right of a policy and select View to view details.

Create a Compliance Policy

On the Compliance policies page, click Create compliance policy in the upper-right corner and select Create forMicrosoft 365 Groups / Create for Teams / Create for SharePoint / Create for OneDrive to create a new policy which will be available in the corresponding data source.

On the Create for Microsoft 365 Groups / Create for Teams / Create for SharePoint / Create for OneDrive page, complete the following settings:

Create for Microsoft 365 Groups.

  1. Enter a name and optional description for the compliance policy.

  2. Define the scan interval by entering a number and selecting a time unit. The workspaces to which this compliance policy is applied will be scanned based on this interval.

  3. Configure the policy settings in the Group settings control / Workspace settings, Access control, and Owner number restriction sections by selecting the corresponding rules that you want to enable. Auto-fix will be displayed to the right of the rule name if a rule can be fixed automatically by Elements.

    *Note: The Group settings control section is only available for Groups, and the Workspace settings section is only available for Teams, and they are not available for SharePoint and OneDrive.

  4. Click Save to create the compliance policy.

Rules in Compliancy Policies

The table below lists the rules available in compliance policies. Most rules support auto-fix, enabling automatic correction of out-of-policy settings when violations are identified.

RuleDescriptionDefault rule settingsSettings editableAuto-fixAuto-fix actionAvailable data source
Classification change restrictionThis rule continuously monitors the classification changes of Teams or Groups.This rule collects and adopts the classification the first time you apply this rule as the standard to be preserved.NoYesThe classification will be automatically reverted to the standard.TeamsMicrosoft 365 Groups
Groups/Teams name enforcementThis rule continuously monitors the name changes of Groups or Teams.This rule collects and adopts the Group/Team name the first time you apply this rule as the standard to be preserved, preventing any subsequent name changes.NoYesThe name will be automatically reverted to the standard.TeamsMicrosoft 365 Groups
Microsoft 365 Group visibility in Outlook clientThis rule continuously monitors the Microsoft 365 Group visibility in the Outlook client and global address list.Microsoft 365 Group is visible in the Outlook client and in the global address list.NoYesThe visibility will be automatically reset if it is hidden for a workspace.TeamsMicrosoft 365 Groups
External sharing settingsThis rule continuously monitors external sharing settings to ensure security and compliance.This rule does not allow Group/Team owners to add people outside of the organization to the Gorup/Team by default.YesYesThe external sharing settings will be automatically reset if they do not match the rule settings.TeamsMicrosoft 365 Groups
Guest user access enforcementThis rule continuously monitors guest user access settings for security.The rule forbids any guest users.NoYesThe guest users will be automatically removed from Groups or Teams.TeamsMicrosoft 365 Groups
Search and offline availability enforcementThis rule continuously monitors the site content indexing and offline client availability settings.The site content must be indexed and items from this site can be downloaded to offline clients.NoYesThe indexing site content or offline client availability settings will be automatically reset if they do not match the rule settings.TeamsSharePointMicrosoft 365 GroupsOneDrive
Access request settingsThis rule continuously monitors access request settings, including sharing settings and access settings, to ensure ongoing compliance. If any violations are identified, they will be automatically fixed based on the rule settings.Sharing settings:Allow members to share the site and individual files and folders, and allow members to invite others to the site members group.Access settings:Allow access requests, and SharePoint Online site owners, OneDrive site administrators, and Microsoft 365 Group team site owners will receive all access request on the site.YesYesThe sharing settings or access settings will be automatically reset based on the rule settings.TeamsSharePointMicrosoft 365 GroupsOneDrive
Scan external usersThis rule scans external users in sites for security and access control.If there are external users in the workspace where external sharing is disabled, the rule is violated.NoYesThe external users will be removed from the workspace.*Note: This rule is irreversible. We recommend that you apply this rule to a small set of workspaces first to verify that it behaves as expected.TeamsSharePointMicrosoft 365 GroupsOneDrive
Site content-sharing settingsThis rule continuously monitors site content sharing settings, including site content sharing and company-wide sharing links settings.Site content can be shared with anyone. Users can share files and folders using links that do not require sign-in.Allow the ‘People in ’ option to control company-wide sharing links.NoYesThe sharing settings will be automatically reset if they do not match the rule settings.SharePointOneDrive
Owner number restrictionThis rule continuously monitors the number of owners in Teams, Microsoft 365 Groups, security groups, and distribution groups to ensure security and compliance.The number of owners must be within 2 to 5. YesNo-TeamsMicrosoft 365 Groups
Private channel owner number restrictionThis rule continuously monitors the number of owners in Teams private channels to ensure security and compliance.The number of owners in a private channel must be within 2 to 5.YesNo-Teams
Site collection administrator number restrictionThis rule continuously monitors the number of site collection administrators to ensure security and compliance.The number of site collection administrators must be within 2 to 5.YesNo-TeamsSharePointMicrosoft 365 GroupsOneDrive
Site owner number restrictionThis rule continuously monitors the number of site owners to ensure security and compliance.The number of site owners must be within 2 to 5.YesNo-TeamsSharePointMicrosoft 365 GroupsOneDrive