Start free trial
How-to 5 steps 4 min read Updated 11 November 2026

How to keep track of permissions across Microsoft 365

Permissions in Microsoft 365 spread across Teams, SharePoint, OneDrive and Entra ID. Inventory who can reach what, review with owners and keep the record.

How-to

What is permission tracking in Microsoft 365?

Permission tracking in Microsoft 365 means being able to answer who can reach what, through which route and why. It needs one inventory of users and their relations to workspaces, regular owner reviews of that access and a record of what was removed.

In short

  • Access comes through many routes: group membership, site permissions, sharing links, guests and Teams.
  • Each service shows its own permissions, so no admin center shows a person total reach.
  • Resource owners can confirm whether access is still needed; central IT usually cannot.
  • Keep a record of what was reviewed and removed, because it is the evidence for compliance and security.

Step by step

Five steps give you one view of permissions that stays current and is reviewed by the people who know.

  1. Decide which access routes count

    List the ways access is granted in your tenant: group and team membership, site permissions, sharing links, guest accounts and shared mailboxes. Start with the routes that reach sensitive content or external people.

  2. Build one inventory of users and their relations

    Collect users, groups, teams, sites and guests into one inventory that records each relation, such as group memberships, team ownerships and shared sites. This lets you follow a person to everything they can reach.

    Tip: Include Entra ID, because it is the source of group membership and guest identity.

  3. Find the exceptions

    Run checks for the patterns that signal risk, such as files shared with external users, guests who have not signed in, accounts of people who left and workspaces with no owner.

  4. Send access to owners for review

    Ask each workspace owner to confirm who still needs access, on a cycle that matches risk. Unconfirmed access is removed, and guests are removed by default when nobody answers.

  5. Keep the record of every change

    Store who reviewed what, when and what was removed. That record is what a compliance or security review asks for, and it turns permission tracking from a one-off cleanup into a routine.

What causes the transparency problems

A person can reach a document as a group member, through a site permission, from a sharing link or as a Teams guest. Each route is managed in a different place, with its own model and its own admin center, so the full picture of who can reach what exists nowhere. The more services you use together, the wider the gap between what admins can see and what is actually granted.

The result is a transparency problem for compliance and security. When an auditor or an incident asks who had access, the answer is assembled by hand from several exports, and it is out of date by the time it is finished. Access that nobody reviews also grows quietly as people change teams and projects end.

Connectors in this How-to

Each connector page in the Rencore docs lists the objects, policies, reports and actions behind these steps.

Common questions about tracking permissions in Microsoft 365

Why is it so hard to see who can access what in Microsoft 365?
Because access is granted through several routes, group membership, site permissions, sharing links and guest accounts, and each is managed in a different service with its own admin center. No single console adds them up per person, so you have to join the exports yourself, and the result is already out of date when it is done.
Do the admin centers and Entra ID not show permissions?
Each shows its own part. SharePoint shows site permissions and sharing, the Teams admin center shows teams and policies, and Entra ID shows group membership, roles and guests, and Entra access reviews cover group and application access. Joining them into one person-level or workspace-level view, including sharing links, is what none of them does alone.
How often should permissions be reviewed?
Quarterly is a common default, with monthly or shorter cycles for sites that hold sensitive data or have external members. Regulations rarely fix an interval but expect you to show the control works, so choose a rhythm you can keep and apply it consistently, then record each review.
Who should decide whether access stays?
The workspace owner, not a central IT queue. Owners know whether a person still works on the project, while central teams only see a name on a list. Central governance sets the cycle, supplies the review and keeps the record, so owners need little time per review.
How does Rencore Governance help track permissions?
Rencore Governance keeps an inventory of users, groups, teams and SharePoint sites with the relations between them, such as memberships and ownerships, and checks them against policies for external access and ownership. Access reviews go to owners in the Rencore Teams App, unanswered reviews escalate and every decision is kept as evidence.

Last updated 11 November 2026

See who can reach what, in one view

We will show how the inventory, policy checks and owner reviews in Rencore Governance keep permissions visible across Microsoft 365, in a short demo.

Rencore newsletter

Subscribe to our newsletter

Get the latest insights on governing Microsoft 365, Copilot and AI agents, delivered to your inbox.

Loading form