DIG-005 · Active resource

M365 Permissions & External Sharing Review Toolkit

Create a repeatable review of Microsoft 365 permissions, external sharing, ownership, exceptions, and remediation priorities.

Who this is for

Microsoft 365 and SharePoint teams that need to understand broad access, guests, sharing links, ownership, and permission exceptions before modernization or Copilot adoption.

What is included

• Structured permission and external-sharing review material.
• Working prompts for ownership, exception, and remediation decisions.
• A repeatable evidence record for follow-up reviews.

Use it to

• Review broad and unique access patterns.
• Document guests and external-sharing concerns.
• Assign owners for permission remediation and exceptions.
• Prepare Microsoft 365 environments for stronger governance or Copilot-readiness decisions.

How to get the most value

1. Start with the evidence and operating reality you have today.
2. Record unknowns and unresolved decisions rather than guessing.
3. Assign accountable owners and realistic next actions.
4. Revisit the completed material as conditions, systems, or responsibilities change.

Product boundary

This is a self-service governance resource, not a substitute for legal advice, formal audit or certification, specialized cybersecurity testing, or a client-specific consulting assessment. Where interpretation or implementation requires specialist expertise, scope that work separately.