How to govern SharePoint agents before they become a data risk
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Inventory every SharePoint agent, assign owners, review site access and retire agents connected to stale or ownerless content.
TL;DR
SharePoint agents answer from their sites at the requesting user's permissions. Inventory each agent with its site, knowledge sources and file count, assign an owner, review labels, external sharing and edit rights, fix the site before use, and retire agents whose sites have been inactive for 90 days.
Original by Torsten Mandelkow, on Rencore. Read the original
This is our own summary, not a republication or full translation.
Governance takeaway
- Makers: Keep agent sources limited to content the site owner can explain, because agents answer from the files available on their site.
- Admins/CoE: Maintain a scheduled inventory of SharePoint and Copilot Studio agents, including sites, knowledge sources and file counts, because one-time exports become stale.
- Security/Compliance: Review sensitivity labels, external sharing, edit rights and broken inheritance before agents read a site, because overshared or unlabeled files can become confident answers.
- Leadership/Business: Require named owners and retirement reviews for stale or ownerless sites, because nobody can remain accountable for outdated agent answers.
Frequently asked questions
How should a tenant inventory SharePoint agents and Copilot Studio agents?
Maintain one scheduled inventory containing each agent, its SharePoint site, knowledge sources and file count, alongside Copilot Studio agents.
Which SharePoint site risks should be checked before an agent reads content?
Check sensitivity labels, external sharing, edit rights, external site ownership and broken inheritance before allowing the agent to read the site.
When should a SharePoint agent be retired?
Retire agents connected to stale sites, including sites nobody has opened in 90 days, after the owner decides whether to keep or archive them.