AI enablement · Free checklist

7 checks before you switch on Microsoft Copilot.

Copilot respects the permissions your people already have. It does not add new ones. That is the whole risk in one sentence: a decade of quick shares, open Teams files and forgotten folders becomes searchable in plain language on day one. These are the seven checks REDD runs on a tenant before licences go on.

7checksone page, no jargon
ISO27001certified information security management
1tenantassessed before rollout

The checklist

Seven checks, before the licences

Run these first and Copilot becomes a productivity tool instead of a discovery tool.

1.Which files and sites are open to the whole organisation?

Run the oversharing report before anything else. "Everyone except external users" on a finance folder is the most common finding, and Copilot will surface it in the first week.

2.Are sensitivity labels actually applied, or just configured?

Labels exist in most tenants and are applied in few. Copilot uses them to decide what it will and will not quote, so unlabelled confidential material is treated as ordinary.

3.Who still has guest access, and to what?

Former contractors, ex-clients, the accountant from three years ago. Every guest with access to a site is a person Copilot will answer questions for inside that site.

4.Is multi-factor authentication and conditional access on for everyone?

An AI assistant makes a compromised account far more productive for the attacker. Copilot readiness starts with identity, not with licences.

5.What is the retention policy on Teams chats and old SharePoint sites?

Copilot searches what still exists. If nothing has been retired since 2018, everything since 2018 is in scope. Retention is the fastest way to shrink the surface.

6.Who actually needs a licence, and what will they use it for?

Not everyone does. Start with the people whose work is reading, drafting and summarising, measure the return, and expand from there.

7.Is there a written acceptable use rule for AI, and has anyone read it?

One page: approved tools, what must never be pasted in, who to ask. A rule people have read beats a policy nobody opens, and it is the first thing a client or auditor will ask for.

Download the one page PDF

Why it matters now

Copilot makes old problems visible

It inherits every permission

Copilot answers from whatever the signed-in person can already open. Most tenants have years of oversharing nobody noticed because nobody searched in plain language.

Salaries, contracts, board papers

The first surprise is usually an HR or finance folder shared to the whole company in 2019. Copilot finds it on day one.

Fix first, then licence

The permission clean up is cheap and quick compared to explaining to a client what an assistant surfaced.

What REDD does with the answers

From checklist to a rollout your security team backs

Copilot readiness assessment

A review of your Microsoft 365 tenant: permissions, oversharing, labelling, identity and governance. A findings report and a remediation plan.

Copilot readiness

AI exposure check

Twenty minutes with a REDD engineer on which AI tools your people use today and what those tools can reach.

Book the check

Secure AI enablement

The rollout itself, run by an ISO 27001 certified team: the right tools, the right people, the guardrails written down.

AI enablement

Common questions

Questions we get asked

Is the checklist free?

Yes. Download the PDF here with no form, or ask for a readiness assessment and a REDD engineer will run the checks on your tenant with you.

Do we need Copilot licences before the assessment?

No. The assessment is more useful before licences, because it tells you what to fix and who to licence first.

How long does a readiness assessment take?

Most tenants are assessed within two weeks, with a findings report and a remediation plan. The permission clean up that follows depends on how much oversharing there is.

Does this apply to ChatGPT and other tools?

Checks 6 and 7 do. The permission and labelling checks are specific to Microsoft 365, which is where Copilot reads from.

Want to know what Copilot would surface today?

A REDD engineer will run the readiness checks on your Microsoft 365 tenant and show you exactly what an assistant could reach right now, what to fix first, and what it costs. No obligation.

Get in touch

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