Communication Compliance Admins

Permissions

• Policy Creation - Create and configure communication compliance policies with condition logic
• Policy Conditions - Manage policy conditions, exceptions, supervised users, and scoped groups
• Classifiers - Configure ML classifiers, trainable classifiers, and sensitive info types for detection
• Policy Settings - Manage policy settings, notifications, and simulation mode
• Statistics - View policy statistics, trends, and aggregate metrics (not individual messages)
• Policy Templates - Configure policy templates for common violations (harassment, regulatory, threats)
• Administrative Units - Manage administrative units for scoped policy deployment
• Pseudonymization - Configure pseudonymization settings for privacy-preserving investigations
• Copilot Monitoring - Set up monitoring for Microsoft 365 Copilot interactions
• Third-Party Integration - Integrate third-party communication platforms (Zoom, Slack, etc.)
• Retention - Configure retention and deletion policies for communication compliance data

Common use cases

• Compliance team configuring monitoring policies per regulatory requirements
• IT staff implementing technical policy requirements without HR involvement
• Organizations requiring strict separation of duties between policy and investigation
• Policy tuning specialists who optimize detection logic based on Analyst feedback
• Regulatory compliance engineers deploying financial services supervision policies
• Privacy officers configuring pseudonymization and data retention settings
• Regional compliance teams managing policies scoped to their administrative units

Best practices

• Test policies with small user groups in simulation mode before broad deployment
• Document clear business justification and legal basis for each policy
• Use standard policy templates as starting point and customize for organization
• Regular policy reviews and tuning to optimize for false positive reduction
• Coordinate closely with investigation team to understand alert volume and quality
• Implement feedback loops where Analysts report false positive patterns for tuning
• Configure pseudonymization to protect investigator identities during initial review
• Use trainable classifiers with sufficient training documents (300+ per category)
• Monitor Copilot interaction policies carefully to avoid over-blocking productivity
• Use administrative units to manage regional or business-unit-specific policies
• Test third-party platform integrations thoroughly before production deployment
• Document retention periods for compliance data per regulatory requirements

Security considerations

• Cannot view messages - maintains critical privacy separation from investigation
• Policy configuration determines scope of employee monitoring and privacy impact
• Should coordinate closely with legal counsel on policy definitions and scope
• Configuration changes directly impact what investigators can see and investigate
• Overly broad policies can create privacy violations and regulatory exposure
• Copilot monitoring policies must balance security with productivity and user trust
• Third-party platform integration may have additional privacy implications
• Pseudonymization configuration affects investigator workflow and privacy protection
• Administrative units require proper access control to prevent unauthorized viewing
• Policy exceptions and exclusions should be documented with clear justification

Common questions