How to govern Copilot
A step-by-step guide to governing Copilot with Rencore: detect with 5 policies, review with 8 reports, and remediate with 0 automations.
Governing Copilot means keeping its access, configuration, and lifecycle under continuous control rather than reacting after something breaks. Rencore governs Copilot with 5 pre-built policies, 8 reports, and 0 automations, so teams can detect risk, review posture, and remediate with an audit trail. The steps below turn that coverage into a repeatable routine.
Steps
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Inventory Copilot
Connect Copilot and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.
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Detect with policies
Turn on the pre-built policies that cover Copilot to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.
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Review by owner and severity
Use the Copilot reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.
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Remediate and automate
Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.
Recommended Copilot policies
Grounded in the Rencore catalog. See the full Copilot catalog on the Copilot connector page.
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Missing External Connection Documentation
Flags external connections lacking descriptions, ensuring users understand data sources in their Copilot results.
Severity: Medium -
Copilot License Assigned to Disabled Account
Flags disabled accounts retaining active Copilot licenses, enabling immediate cost recovery through license reassignment.
Severity: High -
Copilot Adoption Opportunity - E3/E5 Users
Identifies E3/E5 licensed users eligible for Copilot, helping prioritize rollout to users with necessary prerequisites.
Severity: Medium -
Inactive Copilot Users - 30 Days
Reports on users with unused Copilot licenses for 30+ days, enabling proactive engagement or license reallocation. This policy only works correctly with non-anonymized data.
Severity: Medium -
External Website Data Source Risk
External connections that load data from websites into M365 Copilot can introduce unverified, outdated, or malicious information, leading to incorrect results or risks.
Severity: High
