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Messaging policy and compliance permissions

 

Applies to: Exchange Online, Exchange Server 2016

Topic Last Modified: 2015-09-28

The permissions required to configure messaging policy and compliance vary depending on the procedure being performed or the cmdlet you want to run. For more information about messaging policy and compliance, see Messaging policy and compliance in Exchange 2016.

To find out what permissions you need to perform the procedure or run the cmdlet, do the following:

  1. In the table below, find the feature that is most related to the procedure you want to perform or the cmdlet you want to run.

  2. Next, look at the permissions required for the feature. You must be assigned one of those role groups, an equivalent custom role group, or an equivalent management role. You can also click on a role group to see its management roles. If a feature lists more than one role group, you only need to be assigned one of the role groups to use the feature. For more information about role groups and management roles, see Understanding Role Based Access Control.

  3. Now, run the Get-ManagementRoleAssignment cmdlet to look at the role groups or management roles assigned to you to see if you have the permissions that are necessary to manage the feature.

    noteNote:
    You must be assigned the Role Management management role to run the Get-ManagementRoleAssignment cmdlet. If you don't have permissions to run the Get-ManagementRoleAssignment cmdlet, ask your Exchange administrator to retrieve the role groups or management roles assigned to you.

If you want to delegate the ability to manage a feature to another user, see Delegate role assignments.

You can use the features in the following table to configure messaging policy and compliance features. The role groups that are required to configure each feature are listed.

Users who are assigned the View-Only Management role group can view the configuration of the features in the following table. For more information, see View-only Organization Management.

 

Feature Permissions required

Data loss prevention (DLP)

Compliance Management

Delete mailbox content (using the Search-Mailbox cmdlet with the DeleteContent switch)

Discovery Management and

Mailbox Import Export role

noteNote:
By default, the Mailbox Import Export role isn't assigned to any role group. You can assign a management role to a built-in or custom role group, a user, or a universal security group. Assigning a role to a role group is recommended. For more information, see Add a role to a user or USG.

Discovery mailboxes - Create

Organization Management

Recipient Management

Information Rights Management (IRM) configuration

Compliance Management

Organization Management

In-Place Archive

Organization Management

Recipient Management

In-Place Archive – Test connectivity

Organization Management

Server Management

In-Place eDiscovery

Discovery Management

noteNote:
By default, the Discovery Management role group doesn't have any members. No users, including administrators, have the required permissions to search mailboxes. For more information, see Assign eDiscovery permissions in Exchange 2016.

In-Place Hold

Discovery Management

Organization Management

importantImportant:
To create a query-based In-Place Hold, a user requires both the Mailbox Search and Legal Hold roles to be assigned directly or via membership in a role group that has both roles assigned. To create an In-Place Hold without using a query, which places all mailbox items on hold, you must have the Legal Hold role assigned. The Discovery Management role group is assigned both roles.
The Organization Management role group is assigned the Legal Hold role. Members of the Organization Management role group can place an In-Place Hold on all items in a mailbox, but can’t create a query-based In-Place Hold.

Journaling

Organization Management

Records Management

Litigation Hold

Organization Management

Mailbox audit logging

Organization Management

Records Management

Message classifications

Organization Management

Messaging records management

Compliance Management

Organization Management

Records Management

Retention policies – Apply

Organization Management

Recipient Management

Records Management

Retention policies - Create

See the entry for Messaging records management

Transport rules

Organization Management

Records Management

 
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