Microsoft 365 Security

Microsoft 365 security checklist for business owners

Microsoft 365 security starts with identity and administration discipline. This checklist helps leadership ask whether access, privileged roles, user lifecycle, external sharing, email and recovery responsibilities are being managed deliberately.

Microsoft 365 security starts with identity and administration discipline. This checklist helps leadership ask whether access, privileged roles, user lifecycle, external sharing, email and recovery responsibilities are being managed deliberately.

Identity and access

  • Require appropriate MFA
  • Review privileged administrator roles
  • Remove stale accounts and unnecessary guest access
  • Use a documented onboarding/offboarding process

Collaboration and email

  • Review external sharing
  • Understand mailbox and forwarding rules
  • Review email-security controls and awareness needs

Recovery and ownership

  • Clarify Microsoft 365 backup responsibilities
  • Know who monitors and tests recovery
  • Document administrative ownership

Next step

Free IT Assessment

Use the assessment or contact path that best matches the decision you are making. Scallex will start with your business context rather than a generic technology checklist.