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Pre-defined Policy Templates

Click View templates from the left navigation to explore our pre-defined policy templates. On each policy template card, you can find the template name, description, the object types it applies to, and the number of rules included. Clicking a policy template card will open the policy template window where you can find detailed rules available for this template.

The sections below describe how to reuse a policy template and list the available service-level policy templates grouped by object type.

Reuse a Policy Template

To reuse a policy template, select a policy template card. If multiple object types are supported, you can use the Object type drop-down list to change the object type. Click Continue to proceed to the Create policy page, where you can review and edit the template's general information, rules, and settings. Once complete, assign the policy to a scope to monitor the relevant objects.

Policy Templates by Object Type

The following sections list the available service-level policy templates grouped by object type. Each section includes a description of the policy template and a table listing the rules included in the template.

Object Type - Microsoft 365 Groups & Teams

For Microsoft 365 Groups and Teams, the following policy templates are available.

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 Requests SettingsControl access requests settings, including options to allow members to share content and to allow access requests.
Classification EnforcementEnsure 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 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 should be visible in the Outlook client and the global address list.
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.

Rule NameRule Description
External Sharing SettingsControl the external sharing settings for Groups or Teams.
Scan External UsersScan external users in sites where external sharing is disabled.

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 for a site.

Object Type - SharePoint Sites and OneDrive

For SharePoint Sites and OneDrive, the following policy templates are available.

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 Requests SettingsControl access requests settings, including options to allow members to share content and to allow access requests.

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 for a site.

Object Type - Microsoft 365 Users

For Microsoft 365 Users, the following policy templates are available.

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.