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How to let it in safely — before you switch it on.

Fix the data and permissions first, or risk surfacing payroll to the whole company.

8 min read

Microsoft Copilot does not grant anyone new access. It surfaces what they could already reach. For most organisations that distinction is the whole problem, because what people can already reach is considerably more than anyone intended.

The permissions you forgot you set

A decade of SharePoint sites, shared folders and broad access groups accumulates quietly. Nobody notices that the whole-company group can read the HR site, because nobody browses to it. Copilot browses everything, instantly, on behalf of whoever asked.

The failure mode we see discussed most is an employee asking an innocuous question about salaries or restructures and receiving a well-formatted answer assembled from documents they were never meant to open.

What to do before switching it on

Governance is not a document

Write down who may use it, for what, and what must never be pasted into it. Then tell people. A policy nobody has read is indistinguishable from no policy, and staff will use these tools regardless — if not the sanctioned one, then a personal account on an unmanaged device.

The safest deployment is the one people do not feel a need to work around.

Done properly this is a few weeks of preparation, not a few months. Done improperly it is an incident that is difficult to explain.

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