They should also be assigned the Global Reader role to be able to access reporting and details of all settings in the various admin portals. Records and information managers with broader compliance-type responsibilities, including the requirement to access detailed audit logs, search across all content, establish and run eDiscovery cases, create and apply DLP policies, create and apply records retention labels and policies, and create and apply information protection labels, should be assigned the role of Compliance Admin or Compliance Data Admin.Technically skilled or qualified records and information managers, including those who previously administered EDRM systems, could become SharePoint admins (an assigned role), ideally with a cloud-only account in addition to their normal user account.The simplest options may be summarised as follows: This post provides an overview of the accounts, licences and roles that may be needed to manage records in Microsoft 365.Īs will be seen, a good understanding of both (a) the options provided with different licence types, and (b) the roles and what access or functionality they provide, is essential. One of the difficulties for many records managers new to Microsoft 365 is that they may not know or have access to everything they need to know to manage records in that environment.
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