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ShareGate Protect guide

• ShareGate Protect quick start guide
• 1. Navigate ShareGate Protect
• 2. Unpack and plan policies
• 3. Test ShareGate Protect
• 4. Order of operations

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General

• Dashboard overview
• Settings overview
• ShareGate Protect general FAQ
• Required permissions: ShareGate Protect
• General limitations for ShareGate Protect

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Protect security

• Security overview
• Security FAQ
• Encryption and data security
• How-to manage user access
• How-to revoke consent

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Manage

Overview

• Manage your environment overview
• Filter the Manage page
• Tile overview
• Team and group details
• Edit membership

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Manage manually

• Manual tasks overview
• Manage inactivity manually
• Archive teams or groups manually
• Apply purpose tags and sensitivity tags manually
• Manage external sharing and guest access manually

Reporting

• Export the Teams and groups report
• Understand your Teams and groups report

Ask owners

• Ask owners about inactivity
• Ask owners about purpose
• Ask owners about external sharing links and guest access
• Ask owners about sensitivity
• Collaboration status

Security settings

• Team and group security settings
• Apply security settings
• Sensitivity mismatch

Policies

Overview

• Policies overview
• What's the difference between purpose and sensitivity tags?

Inactivity detection

• Inactivity management features overview
• Inactivity detection FAQ
• Set up and automate the Inactivity detection policy
• Monitor inactivity
• How does ShareGate crawl workspaces to detect inactive teams and groups?

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Purpose tags

• Purpose tags overview
• Create and edit purpose tags
• Apply purpose tags
• Monitor purpose tags

External sharing review

• External sharing overview
• External sharing FAQ
• Set up and automate the External sharing review policy
• Monitor external sharing reviews
• What is the relationship between external review features and Microsoft

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Sensitivity tags

• Sensitivity tags overview
• Create and edit sensitivity tags
• Apply sensitivity tags
• Monitor sensitivity tags
• What is the relationship between sensitivity tags and Microsoft?

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About contacting owners

• Inactivity detection notifications
• External sharing review notifications
• Purpose tag and sensitivity tag notifications

Audit

Activity

• Your tenant activity log overview
• Filter the activity log
• Export the Activity log report
• Understand your Activity log report

Archive

• Archive overview
• Archive FAQ
• Azure storage options for archiving
• Set up your own Azure storage account
• Ways you can archive with ShareGate

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ShareGate Teams chatbot

For admins

• ShareGate Teams chatbot overview
• ShareGate Teams chatbot admin FAQ
• What Teams settings are needed to use the ShareGate Teams chatbot?
• What happens if an owner uninstalls the ShareGate Teams chatbot from Teams?

For end-users

• ShareGate Teams chatbot end-user FAQ
• Take action on external sharing and guest access
• Take action on inactivity
• Take action on purpose and sensitivity
• What's an inactivity detection notification?

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