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Understanding Policies in Automate365

BindTuning Team avatar
Written by BindTuning Team
Updated over 2 months ago

In Automate365, governance policies are the backbone of consistent and compliant Microsoft 365 workspace provisioning. These policies are predefined rules that are automatically applied when new workspaces (like Teams, SharePoint sites, or Planner plans) are created from templates.

By associating policies with your templates, administrators can ensure that every new workspace adheres to organizational standards, security requirements, and compliance regulations from day one.

How policies are applied

Automate365 offers flexibility in how policies are applied:

  • Global Reusable Policies: These are defined at the workspace level and can be reused across all templates created with Automate365, ensuring broad enforcement of core governance rules.

  • Template-Specific Policies: These are tailored exclusively to individual templates, enabling granular control for unique departmental or project needs that override global policies where specified.

This dual approach allows for both comprehensive organizational oversight and precise customization.

Key governance areas

Automate365's robust policy framework allows you to define rules across a wide range of critical governance aspects. Each policy area contributes to maintaining a tidy, secure, and organized Microsoft 365 environment:

  • Naming Conventions
    Ensure consistent and identifiable naming for all workspaces.
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  • Blocked Words
    Prevent using inappropriate or restricted terms in workspace names.
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  • External Sharing
    Control how and if content can be shared with external users.
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  • Group and Teams Specific Settings
    Define specific configurations for Microsoft 365 Groups and Teams.
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  • Sensitivity Labels
    Consistently apply data sensitivity classifications to workspaces.

  • Retention Policies
    Ensure data lifecycle management by applying content retention rules.

  • Privacy Settings
    Control the public/private status of workspaces.

  • Membership and Ownership
    Automatically set initial membership and define workspace ownership.
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Managing your policies

Automate365 provides intuitive tools for both defining and managing your governance policies:

Ready to start defining your own governance rules? Continue and learn how to create your first reusable policy in Automate365.

Start creating reusable Policies >

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