Copilot rules that hold up long after launch day.
Setting up Copilot policies once is the easy part. Keeping them right while staff join and leave, files get shared and Microsoft ships new features is ongoing work. Ceifa does that work as part of managed IT: access checked on a schedule, labels and DLP maintained, licences reviewed, AI tool rules enforced on your devices, and all of it in your monthly report.
Six controls we run for you
Each control removes a little more risk. Together they take your tenant from everything Copilot could technically open to only what it should, and they keep running after the project team has moved on.
Access checked on a schedule
Copilot works with whatever a signed-in person can already open, so loose permissions are the main risk. We review site access, external sharing and guest accounts as routine maintenance, not once before launch, and correct what has drifted.
Labels and DLP that keep working
Sensitivity labels and Microsoft Purview data loss prevention rules decide what Copilot may use and what can leave the organization. We maintain them, review the alerts they raise, and adjust the rules when your business or Microsoft's features change.
Licences matched to real use
Copilot seats are assigned and removed through the same onboarding and offboarding process as the rest of your accounts. Each month we look at who is using their licence, so idle seats can be moved to someone who will.
Monthly reporting you can hand on
Copilot activity, licence use, sharing changes and policy alerts appear in the same monthly report as the rest of your IT. When an insurer, auditor or board member asks what controls you have around AI, you have something written to show them.
AI tool rules on every managed device
Your organization decides which AI tools staff may use for work. We enforce that decision on the devices we manage, steering people to approved tools and limiting the rest as far as your Microsoft licences allow.
A helpdesk behind it all
When Copilot returns something odd, a staff member cannot find a file, or someone asks whether a new AI app is allowed, they call our helpdesk. Questions become tickets, and patterns in those tickets feed back into the policies above.
How Copilot comes under management
The first four steps happen when you join. The last two repeat every month for as long as we look after your IT.
Bring your tenant onto our baseline
Every managed client gets the same security baseline. During onboarding we compare your Microsoft 365 settings against it and list what needs to change before Copilot is widely used.
Fix the gaps Copilot would expose
Sites open to the whole company, anonymous links on sensitive folders and old guest accounts are dealt with first, since those are the routes by which Copilot could hand content to the wrong person.
Put labels and DLP in place
With your input, we set up a short, workable set of sensitivity labels and data loss prevention rules, then watch how they behave before tightening them.
Write down which AI tools are allowed
We help you agree a plain-language AI use policy: what is approved, what is not, and what staff should never paste into any AI tool. Then we apply it to the devices we manage.
Review it every month
Licence use, Copilot activity, sharing changes and policy alerts are reviewed and summarized in your monthly report, with anything that needs a decision called out.
Adjust as things change
New Copilot features arrive often, and your own teams and clients shift over time. We update settings and policies as part of ongoing management, and tell you what changed and why.
Where this sits in managed IT
Governance is the policy side of running Copilot safely. For the upkeep of the files themselves, such as sharing links, site owners and guest access, see managed Copilot data hygiene. For how Copilot and other AI tools fit into our wider service, including support and licensing, see managed AI and Copilot security.
Frequently asked questions
Need someone to own Copilot after go-live?
Whether Copilot is live already or still on the list, we will show you how we would run it alongside the rest of your IT, and what we would check first.
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