Messaging policy and compliance permissions in Exchange Server

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 Server.

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.

    Note

    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.

Messaging policy and compliance permissions

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
Note: 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
Note: 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 Server.
In-Place Hold
Discovery Management
Organization Management
Notes:
• 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