Permissions in the Office 365 Security & Compliance Center

The Office 365 Security & Compliance Center lets you grant permissions to people who perform compliance tasks like device management, data loss prevention, eDiscovery, retention, and so on. These people can perform only the tasks that you explicitly grant them access to. To access the Security & Compliance Center, users need to be an Office 365 global administrator or a member of one or more Security & Compliance Center role groups.

Permissions in the Security & Compliance Center are based on the Role Based Access Control (RBAC) permissions model. This is the same permissions model that's used by Exchange, so if you're familiar with Exchange, granting permissions in the Security & Compliance Center will be very similar. It's important to remember, however, that Exchange role groups and Security & Compliance Center role groups don't share membership or permissions. While both have an Organization Management role group, they aren't the same. The permissions they grant, and the members of the role groups, are different. There's a list of Security & Compliance Center role groups below.

Permissions page in the Office 365 Security & Compliance Center

Relationship of members, roles, and role groups

A role grants permissions to do a set of tasks; for example, the Case Management role lets people work with eDiscovery cases.

A role group is a set of roles that lets people perform their job across the Security & Compliance Center; for example, the Compliance Administrator role group includes the roles for Case Management, Content Search, and Organization Configuration (plus others) because someone who's a compliance admin will need the permissions for those tasks to do their job.

The Security & Compliance Center includes default role groups for the most common tasks and functions that you'll need to assign people to. We recommend simply adding individual users as members to the default role groups.

Diagram showing relationship of role groups to roles and members

You can edit or delete the existing role groups, but we don't recommend this. Instead of editing a default role group, you can copy it, modify it, and then save it with a different name.

Permissions needed to use features in the Security & Compliance Center

The following table lists the default role groups that are available in the Security & Compliance Center, and the roles that are assigned to the role groups by default. To grant permissions to a user to perform a compliance task, add them to the appropriate Security & Compliance Center role group.

Managing permissions in the Security & Compliance Center only gives users access to the compliance features that are available within the Security & Compliance Center itself. If you want to grant permissions to other compliance features that aren't in the Security & Compliance Center, such as Exchange mail flow rules (also known as transport rules), you need to use the Exchange admin center.

To see how to grant access to the Security & Compliance Center, check out Give users access to Office 365 Compliance admin center.

Role group Description Default roles assigned
Compliance Administrator1 Members can manage settings for device management, data loss prevention, reports, and preservation. Case Management

Compliance Administrator

Compliance Search

DLP Compliance Management

Device Management

Disposition Management

Hold

IB Compliance Management

Manage Alerts

Organization Configuration

RecordManagement

Retention Management

View-Only Audit Logs

View-Only Retention Management

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts

View-Only Recipients

View-Only Record Management
Compliance Data Administrator Members can manage settings for device management, data protection, data loss prevention, reports, and preservation. Compliance Administrator

Compliance Search

DLP Compliance Management

Device Management

Disposition Management

IB Compliance Management

Manage Alerts

Organization Configuration

RecordManagement

Retention Management

Sensitivity Label Administrator

View-Only Audit Logs

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts

View-Only Recipients

View-Only Record Management

View-Only Retention Management
Data Investigator Members can perform searches on mailboxes, SharePoint sites, and OneDrive accounts. Communication

Compliance Search

Custodian

Data Investigation Management

Export

Preview

RMS Decrypt

Review

Search And Purge
eDiscovery Manager Members can perform searches and place holds on mailboxes, SharePoint Online sites, and OneDrive for Business locations. Members can also create and manage eDiscovery cases, add and remove members to a case, create and edit Content Searches associated with a case, and access case data in Office 365 Advanced eDiscovery.

An eDiscovery Administrator is a member of the eDiscovery Manager role group who has been assigned additional permissions. In addition to the tasks that an eDiscovery Manager can perform, an eDiscovery Administrator can:
• View all eDiscovery cases in the organization.
• Manage any eDiscovery case after they add themselves as a member of the case.

The primary difference between an eDiscovery Manager and an eDiscovery Administrator is that an eDiscovery Administrator can access all cases that are listed on the eDiscovery cases page in the Security & Compliance Center. An eDiscovery manager can only access the cases they created or cases they are a member of. For more information about making a user an eDiscovery Administrator, see Assign eDiscovery permissions in the Office 365 Security & Compliance Center.
Case Management

Communication

Compliance Search

Custodian

Export

Hold

Preview

RMS Decrypt

Review
MailFlow Administrator Members can monitor and view mail flow insights and reports in the Security & Compliance Center. Global admins can add ordinary users to this group, but, if the user isn't a member of the Exchange Admin group, the user will not have access to Exchange admin-related tasks. View-Only Recipients
Organization Management1 Members can control permissions for accessing features in the Security & Compliance Center, and also manage settings for device management, data loss prevention, reports, and preservation.

Note that in order for a user who is not a global administrator to see the list of devices managed by MDM for Office 365 and perform actions on these devices, such as retiring a device from MDM for Office 365, the user must be an Exchange administrator.

Office 365 global admins are automatically added as members of this role group.
Audit Logs

Case Management

Compliance Administrator

Compliance Search

DLP Compliance Management

Device Management

Disposition Management

Hold

IB Compliance Management

Manage Alerts

Organization Configuration

RecordManagement

Retention Management

Role Management

Search And Purge

Security Administrator

Security Reader

Sensitivity Label Administrator

Service Assurance View

View-Only Audit Logs

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts

View-Only Recipients

View-Only Record Management

View-Only Retention Management
Records Management Members can manage and dispose record content. Audit Logs

RecordManagement

Retention Management
Reviewer Members can only view the list of cases on the eDiscovery cases page in the Security & Compliance Center. They can't create, open, or manage an eDiscovery case. The primary purpose of this role group is to allow members to view and access case data in Advanced eDiscovery.

This role group has the most restrictive eDiscovery-related permissions.
Review
Security Administrator Members of this role group may include cross-service administrators, as well as external partner groups and Microsoft Support. By default, this group may not be assigned any roles. However, it will be a member of the Security Administrators role in Azure Active Directory and will inherit the capabilities of that role. To manage permissions centrally, make changes to this role in the Azure Active Directory admin center - for more information, see Administrator role permissions in Azure Active Directory.

If you edit this role group in the Security & Compliance Center, those changes apply only to the Security & Compliance Center and not any other services, whereas changes made in the Azure Active Directory admin center affect all services.

All of the read-only permissions of the Security reader role, plus a number of additional administrative permissions for the same services: Azure Information Protection, Identity Protection Center, Privileged Identity Management, Monitor Office 365 Service Health, and Office 365 Security & Compliance Center.
Audit Logs

DLP Compliance Management

Device Management

IB Compliance Management

Manage Alerts

Security Administrator

Sensitivity Label Administrator

View-Only Audit Logs

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts
Security Operator Members can manage security alerts, and also view reports and settings of security features. Compliance Search

Manage Alerts

Security Reader

View-Only Audit Logs

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts
Security Reader Members have read-only access to a number of security features of Identity Protection Center, Privileged Identity Management, Monitor Office 365 Service Health, and Office 365 Security & Compliance Center.

Membership in this role group is synchronized across services and managed centrally. Members of this role group may include cross-service administrators, as well as external partner groups and Microsoft Support. By default, this group may not be assigned any roles. However, it will be a member of the Security Readers role in Azure Active Directory and will inherit the capabilities of that role. To manage permissions centrally, make changes to this role in the Azure Active Directory admin center - for more information, see Administrator role permissions in Azure Active Directory. If you edit this role group in the Security & Compliance Center, those changes apply only to the Security & Compliance Center and not any other services, whereas changes made in the Azure Active Directory admin center affect all services
Security Reader

View-Only DLP Compliance Management

View-Only Device Management

View-Only IB Compliance Management

View-Only Manage Alerts
Service Assurance User Members can access the Service assurance section in the Office 365 Security & Compliance Center. Service assurance provides reports and documents that describe Microsoft's security practices for customer data that's stored in Office 365. It also provides independent third-party audit reports on Office 365. For more information, see Service assurance in the Office 365 Security & Compliance Center. Service Assurance View
Supervisory Review Members can create and manage the policies that define which communications are subject to review in an organization. For more information, see Configure communication compliance policies for your organization. Supervisory Review Administrator

Note

1This role group doesn't assign members the permissions necessary to search the Office 365 audit log or to use any reports that might include Exchange data, such as the DLP or ATP reports. To search the audit log or to view all reports, a user has to be assigned permissions in Exchange Online. This is because the underlying cmdlet used to search the audit log is an Exchange Online cmdlet. Office 365 global admins can search the audit log and view all reports because they're automatically added as members of the Organization Management role group in Exchange Online. For more information, see Search the audit log in the Office 365 Security & Compliance Center.

Roles in the Security & Compliance Center

The following table lists the available roles and the role groups that they're assigned to by default.

Note that the following roles aren't assigned to the Organization Management role group by default:

  • Communication

  • Custodian

  • Data Investigation Management

  • Export

  • Preview

  • Review

  • RMS Decrypt

  • Supervisory Review Administrator

Role Description Default role group assignments
Audit Logs Turn on and configure auditing for the Office 365 organization, view the organization's audit reports, and then export these reports to a file. Organization Management

Records Management

Security Administrator
Case Management Create, edit, delete, and control access to eDiscovery cases. Compliance Administrator

eDiscovery Manager

Organization Management
Data Investigator Perform searches on mailboxes, SharePoint Online sites, and OneDrive for Business locations. Export

RMS Decrypt

Custodian

Communication

Review

Preview

Compliance Search

Data Investigation Management
Communication Manage all communications with the custodians identified in an Advanced eDiscovery case. Create hold notifications, hold reminders, and escalations to management. Track custodian acknowledgement of hold notifications and manage access to the custodian portal that is used by each custodian in a case to track communications for the cases where they were identified as a custodian. eDiscovery Manager
Compliance Administrator View and edit settings and reports for compliance features. Compliance Administrator

Compliance Data Administrator

Organization Management
Compliance Search Perform searches across mailboxes and get an estimate of the results. Compliance Administrator

Compliance Data Administrator

eDiscovery Manager

Organization Management

Security Operator
Custodian Identify and manage custodians for Advanced eDiscovery cases and use the information from Azure Active Directory and other sources to find data sources associated with custodians. Associate other data sources such as mailboxes, SharePoint sites, and Teams with custodians in a case. Place a legal hold on the data sources associated with custodians to preserve content in the context of a case. eDiscovery Manager
Data Investigation Management Create, edit, delete, and control access to data investigations. Data Investigator
Device Management View and edit settings and reports for device management features. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator
Disposition Management Control permissions for accessing Manual Disposition in the Security & Compliance Center. Compliance Administrator

Compliance Data Administrator

Organization Management
DLP Compliance Management View and edit settings and reports for data loss prevention (DLP) policies. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator
Export Export mailbox and site content that's returned from searches. eDiscovery Manager
Hold Place content in mailboxes, sites, and public folders on hold. When on hold, a copy of the content is stored in a secure location. Content owners will still be able to modify or delete the original content. Compliance Administrator

eDiscovery Manager

Organization Management
IB Compliance Management View, create, remove, modify, and test Information Barrier policies. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator
Manage Alerts View and edit settings and reports for alerts. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator

Security Operator
Organization Configuration Run, view, and export audit reports and manage compliance policies for DLP, devices, and preservation. Compliance Administrator

Compliance Data Administrator

Organization Management
Preview View a list of items that are returned from content searches, and open each item from the list to view its contents. eDiscovery Manager
RecordManagement View and edit the configuration and reports for the Record Management feature. Compliance Administrator

Compliance Data Administrator

Organization Management

Records Management
Retention Management Manage retention policies. Records Management

Compliance Administrator

Compliance Data Administrator

Organization Management
Review Use Office 365 Advanced eDiscovery to track, tag, analyze, and test documents that are assigned to them. eDiscovery Manager

Reviewer
RMS Decrypt Decrypt RMS-protected content when exporting search results. eDiscovery Manager
Role Management Manage role group membership and create or delete custom role groups. Organization Management
Search And Purge Lets people bulk-remove data that matches the criteria of a content search. Organization Management
Security Administrator View and edit the configuration and reports for Security features. Organization Management

Security Administrator
Security Reader View the configuration and reports for Security features. Organization Management

Security Operator

Security Reader
Sensitivity Label Administrator View, create, modify, and remove sensitivity labels. Compliance Data Administrator

Organization Management

Security Administrator
Service Assurance View Download the available documents from the Service Assurance section. Content includes independent auditing, compliance documentation, and trust-related guidance for using Office 365 features to manage regulatory compliance and security risks. Service Assurance User

Organization Management
Supervisory Review Administrator Manage supervisory review policies, including which communications to review and who should perform the review. Supervisory Review
View-Only Audit Logs View and export audit reports. Because these reports might contain sensitive information, you should only assign this role to people with an explicit need to view this information. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator

Security Operator
View-Only Device Management View the configuration and reports for the Device Management feature. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator

Security Operator

Security Reader
View-Only DLP Compliance Management View the settings and reports for data loss prevention (DLP) policies. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator

Security Operator

Security Reader
View-Only IB Compliance Management View the configuration and reports for the Information Barriers feature. Compliance Administrator

Compliance Data Administrator

Organization Management

Security Administrator

Security Operator

Security Reader
View-Only Manage Alerts View the configuration and reports for the Manage Alerts feature. Security Administrator

Security Operator

Security Reader

Compliance Administrator

Compliance Data Administrator

Organization Management
View-Only Recipients View information about users and groups. MailFlow Administrator

Compliance Administrator

Compliance Data Administrator

Organization Management
View-Only Record Management View the configuration and reports for the Record Management feature. Compliance Administrator

Compliance Data Administrator

Organization Management
View-Only Retention Management View the configuration and reports for the Retention Management feature. Compliance Data Administrator

Organization Management

Compliance Administrator