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Pre-defined Policy Templates

Click View templates from the left navigation to explore our pre-defined policy templates. This part provides several pre-defined service-level policy templates for various scenarios and object types. Clicking a policy template card will open the policy template window where you can find rules and object types available for this template.

To reuse a policy template, click the policy template card, and then click Use template. If the policy template supports multiple object types, select the appropriate object type and click Continue to proceed to the Create policy page. If the policy template is limited to a single object type, the Create policy page will open automatically after you click Use template. On this page, you will see the general information, rules, and settings of the selected policy template. You can make updates if necessary and then assign this new policy to a scope to monitor the relevant objects.

Policy Templates

The sections below list the available policy templates, detailing the rules that each template includes and the specific object types that each template supports.

Object Type - Microsoft 365 Groups & Microsoft Teams

AI Confidence for Groups or Teams

Use this policy template to deploy AI with confidence by setting up policies with our recommended rules for governing your Microsoft 365 Groups or Teams.

The following table lists the rules included in this policy template.

Rule NameRule Description
Access Request SettingsControl access request settings within a site to manage who can request and approve access to a site.
Classification EnforcementEnforce that all Groups or Teams have a classification assigned to them and assign a default classification if there is none.
External Sharing SettingsControl the external sharing settings for Groups or Teams.
Owner Number RestrictionControl the number of owners in Microsoft 365 Groups, Teams, security groups, and distribution lists.
Privacy RestrictionControl the privacy settings of Groups or Teams.
Remove Shadow UsersRemove users who have access to the SharePoint Online site but are not part of the Group/Team membership.
Remove Licenses from Inactive UsersRemove licenses from users who do not have activities in Microsoft 365 services for a certain period.

Content Sensitivity Control

Use this policy template to control the sensitivity of your Microsoft 365 Groups or Teams content.

The following table lists the rules included in this policy template.

Rule NameRule Description
Classification Change RestrictionPrevent changes to the classification of Groups or Teams.
Microsoft 365 Group Visibility in Outlook ClientControl if a Microsoft 365 Group is visible in the Outlook client.
User/Group RestrictionControl users and groups that can be added to sites.
Privacy RestrictionControl the privacy settings of Groups or Teams.
Ownership RestrictionControl users who can be added to Groups or Teams as owners.

Data Protection

Use this policy template to get started with our recommended rules for securing your Microsoft 365 Groups or Teams data.

The following table lists the rules included in this policy template.

Rule NameRule Description
Permission Inheritance ProtectionProtect permission inheritance from being broken at specific object levels.
Deletion RestrictionControl users who have the ability to delete objects in sites.
Classification Change RestrictionPrevent changes to the classification of Groups or Teams.
Ownership RestrictionControl users who can be added to Groups or Teams as owners.

External Sharing Control

Use this policy template to monitor sharing settings and scan for external users in your Microsoft 365 Groups or Teams to prevent unauthorized data exposure.

The following table lists the rules included in this policy template.

External Sharing SettingsControl the external sharing settings for Groups or Teams.
Scan External UsersScan external users in sites where external sharing is disabled.
Control Sending Emails from AliasesControl whether users are allowed to send emails from aliases.
Automatic Forwarding RestrictionRestrict users from auto-forwarding emails.
Deleted Item Retention Period EnforcementSet the retention period that permanently deleted mailbox items are kept in the Recoverable Items folder.
Control Plus AddressingControl whether users can use plus addressing to quickly create custom email addresses based on their standard email addresses.
Legacy Email Protocols RestrictionRestrict the use of legacy email protocols, including POP, SMTP, and IMAP protocols, to prevent password spray attacks that may breach mailboxes in your tenants.
Message Size RestrictionRestrict the maximum size for messages sent and received by mailboxes.
Outlook External Email Tag EnforcementChoose whether to add tags to external emails in Outlook to help users identify emails from external senders.

Ownerless Groups or Teams Monitor

Use this policy template to monitor your Microsoft 365 Groups or Teams to ensure each workspace has an owner to take responsibility.

The following table lists the rules included in this policy template.

Rule NameRule Description
Owner Number RestrictionControl the number of owners in Microsoft 365 Groups, Teams, security groups, and distribution lists.
Site Owner Number RestrictionControl the number of site owners in a site.

Object Type - SharePoint Online Site and OneDrive

AI Confidence for Sites

Use this policy template to deploy AI with confidence by setting up policies with our recommended rules for governing your sites.

The following table lists the rules included in this policy template.

Rule NameRule Description
Access Request SettingsControl access request settings within a site to manage who can request and approve access to a site.

Ownerless Sites Monitor

Use this policy template to monitor your sites to ensure each workspace has an owner to take responsibility.

The following table lists the rules included in this policy template.

Rule NameRule Description
Site Owner Number RestrictionControl the number of site owners in a site.

0bject Type - Microsoft 365 User

Clear Unused Licenses

Use this policy template to monitor inactive or blocked users retaining licenses and take action to maximize the value of your purchase.

The following table lists the rules included in this policy template.

Rule NameRule Description
Remove Licenses from Blocked UsersRemove licenses from users who have been blocked from signing in.
Remove Licenses from Inactive UsersRemove licenses from users who do not have activities in Microsoft 365 services for a certain period.