SharePoint Security: How to keep your data safe?

Organizations use SharePoint to store, organize, share, and access information from any device thanks to its powerful collaborative capabilities. However, keeping track of changes made to configurations and content can be a real challenge. Because of its collaboration advantages and ease of use, companies often share sensitive data on SharePoint, making it critical to ensure its security. In this article we will talk a little more in depth about what your company can do to secure as much as possible the resources and data of its SharePoint environment from prying hands and eyes.

What you'll find in this article

  • SharePoint Security: a brief introduction
  • SharePoint Security: the most common vulnerabilities
  • Best practices for securing SharePoint-based environments
SharePoint Security: How to keep your data safe?

SharePoint Security: a brief introduction

In a world where information flows freely and collaboration knows no boundaries, Microsoft SharePoint emerges as one of the best collaboration tools. But as we enjoy the potential of SharePoint, we must remember that, with great collaboration, comes the need for even greater security. In the shadows lie threats such as uncontrolled site sharing, data loss, external sharing with untrusted domains, and more, caused both by skilled cybercriminals and simple human errors.

In today's digital landscape, the security of SharePoint Online it is essential for protect sensitive data and promote secure collaboration within your organization. SharePoint Online security includes a strong combination of infrastructure security, user authentication and permissions, content-level controls, and compliance with standards and regulations.

Every SharePoint Online site requires specific policies, workflows, and permissions, making it a complex infrastructure where monitoring changes can be a difficult process. If permissions are violated or assigned by mistake, users can add, view, copy, modify, or delete information that they should not have access to. Therefore, regular auditing of SharePoint permissions and content is critical to ensuring data protection and regulatory compliance.

By understanding these elements, organizations can effectively prevent unauthorized access, protect themselves from cyberthreats, and ensure that sensitive business content and personal data stored in SharePoint Online are securely managed and shared. This comprehensive approach to online security is essential for maintaining data integrity and confidentiality.

So, SharePoint administrators, if you feel stuck answering the same question over and over again, that is “How can I improve security in SharePoint?” , Don't worry: in the next few sections, we'll try to cover your back.

The importance of security in a SharePoint environment

Microsoft reported that, on average, their cloud computing operations detect 1.5 million attempts every day to compromise their systems. Redmond professionals work hard to learn from these attempts, continuously improving their security and investing an annual budget of 1 billion U.S. dollars for security within their products.

In a nutshell, they dedicate an enormous amount of time and resources to ensure that the content offered to their customers is as secure as possible. Microsoft knows that you must be able to trust them when it comes to protecting your data.

From heavily protected, access-controlled data centers, to their experts constantly trying to hack their own systems, to the creation of a cybercrime prevention unit, this mentality of security and awareness permeates every program produced by Microsoft, including SharePoint.

Protecting your SharePoint environments is critical because this tool is often at the heart of collaboration and document management in many organizations. Among the main reasons to secure the data contained within them are:

  • Sensitive data protection: SharePoint often houses critical data, such as financial information, legal information, strategic projects, and documents containing personal data. A breach could compromise the confidentiality and security of this data, causing reputational and legal damage.
  • Prevention of unauthorized access: Without adequate protection, unauthorized users could access the system, steal data or alter important documents, jeopardizing the integrity of the information.
  • Regulatory compliance: Organizations in many industries must comply with regulations (such as GDPR, HIPAA, or ISO 27001) that impose specific measures for data protection. SharePoint must be configured to ensure compliance.
  • Cyber threat mitigation: SharePoint can be a target for malware, ransomware, or phishing attacks. Implementing security measures such as access management and file scanning helps reduce risks.
  • Business continuity: Incidents such as attacks, accidental deletions or hardware failures can compromise the availability of the service. Having backups and recovery plans is essential to ensure continuity.
  • Permission management and access control: An unprotected environment can lead to misuse of permissions, where users with excessive privileges may unintentionally or intentionally cause harm.

SharePoint Security: the most common vulnerabilities

SharePoint is a powerful tool, but it's not immune to vulnerabilities or unauthorized access if it's not used carefully.

No web platform is completely secure, and as a platform that hosts large volumes of business content and sensitive information, SharePoint is subject to web-specific cyberattacks. Security varies, but a large part depends on the user.

While SharePoint Online offers a lot in terms of security, it's not free from human error, and one of the most significant threats to a SharePoint environment isn't always an external hacker, but sometimes it's internal misconfigurations.

By understanding the most common mistakes, you can put yourself in a position to avoid them. Let's see some of the most common:

  • Inadequate user permission settings: Understanding permissions is essential. If you don't manage them properly, they can become a gateway to your secure area. Granting extended permissions to users who don't need them can lead to accidental data exposure. The external sharing of documents through public links without expiration dates means that they will remain accessible indefinitely. Not segmenting data by departments or roles can cause sensitive information to be visible to those who shouldn't be accessing it.
  • Lack of regular audits and reviews: Continuous audits and reviews are not only good practices, but necessity. Not removing or updating permissions for employees who have left the company or changed roles can create potential vulnerabilities. Without regular checks in the security and compliance center, you may not notice that an administrator account has been compromised or abused. In addition, as businesses evolve, so do data and access requirements. Not updating these models may leave you vulnerable.
  • Inconsistent or lax security policies: Without a clear and consistent security policy, even the best tools can be ineffective. If you don't force the use of 2FA, even a strong password can become a weak point. Not enforcing strict password standards makes it easier for unauthorized access, and if your team isn't trained on security risks, it can unintentionally become your weakest link.
  • Outdated systems or delays in applying updates: Updates and patches are not only used to add new functionality, but they often resolve known vulnerabilities. Not keeping up to date on security alerts can cause critical patches to be lost. If you don't use the latest version, you could be exposed to already known vulnerabilities that hackers can exploit. Even if you know about an update, delaying its implementation can put your data at significant risk.

Essentially, while SharePoint offers robust security tools, their effectiveness depends on how they are configured and maintained. Being proactive, staying informed, and regularly updating your practices can help ensure that your 'fortress' remains impregnable.

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Best practices for securing SharePoint-based environments

Let's get to the heart of this article: What are the best practices to follow to improve the security of an ecosystem based on Microsoft SharePoint?

In this section we will try to present you with some tips and good habits that it would be better to implement in security management within the Microsoft collaboration platform. Some may already be known and implemented, others ignored or still unknown.

Whether you are a professional or have just started your SharePoint journey, let's refresh our preparation and see what they are.

1. Sharing permissions

The collaborative nature of SharePoint often requires sharing information with external parties. In these cases, information security must be the priority. Ideally, external sharing should be blocked, except for legitimate business needs.

All sites for external sharing should be isolated in a separate site collection to provide greater visibility and control. Isolating sites and educating employees on external sharing best practices helps reduce risks associated with privilege abuse or access by unknown third parties.

Anonymous sharing allows users to quickly share content without traceability. Although SharePoint has this functionality, it is recommended to disable it to limit unmonitored shares and to collect crucial information in the event of a data breach investigation.

2. Managing users through groups

Permissions can be assigned individually or through security groups.

  • Assignment through groups: It is easier to manage and adheres to the principle of least privilege. Users who change roles or leave the organization can be removed from groups without forgetting previously assigned permissions.
  • Individual assignment: offers more control, but is difficult to monitor and revoke.

3. Avoid using item-level permissions

SharePoint doesn't offer simple ways to identify and manage unique permissions on items. Although it may seem like a quick fix, the excessive use of item-level permissions can very quickly create an environment that would be understated to be vulnerable.

Instead, we try to use collections or folders as much as possible to assign permissions. This dramatically simplifies their management and at the same time significantly reduces the risk of associated vulnerabilities. Two birds with one stone.

4. One administrator per site or group

Managing access and activities in SharePoint is essential to maintaining security and transparency. Assigning only one administrator per site or group offers several advantages in terms of control and accountability.

When there's only one administrator for a site or group, it's easy to assign responsibility for any changes or incidents. This clarity helps ensure that all actions are traceable and that the administrator is aware of their critical position. A single administrator can monitor and manage content shares, permission changes, and configurations more effectively.

Multiple administrators can then lead to overlays, configuration errors, or worse, unauthorized changes. Limiting the number of administrators therefore also reduces the chances of human error or abuse of privileges.

Having only one administrator should therefore be the practice, but it is still useful to designate a secondary backup administrator, with limited privileges. This ensures continuity in the event of the primary administrator's absence or unavailability.

5. Use Microsoft's built-in security features

Microsoft offers a wide range of security features integrated into SharePoint and the wider Microsoft 365 ecosystem. These features are designed to protect data, prevent breaches, and ensure regulatory compliance. To maximize the security of your SharePoint environment, it's essential to understand and make the most of these options.

Encryption is one of the first lines of defense against unauthorized access to data. Microsoft offers different levels of encryption to protect data both “in transit” (during transfer) and “at rest” (when stored in data centers).

Microsoft also integrates virus-detection capabilities directly into SharePoint Online, protecting uploaded files against potential threats with features such as:

  • Automatic scan of uploaded files: Every time a file is uploaded to SharePoint, it is scanned by an advanced antivirus engine.
  • Detection of known malware: uses constantly updated databases to identify and isolate malicious files.
  • Integration with other security solutions: It can work with advanced security tools for extended protection.

Regarding the last point, we link to this to suggest the use of corporate antivirus software that completes the basic protection features offered by SharePoint, ensuring offline protection and full coverage for all files and devices, since large files (over 25 MB) may not be scanned directly by the basic functionality, as well as compressed or encrypted files.

Then there's more to talk about sophisticated tools for managing access to SharePoint accounts, such as:

  • Multi-Factor Authentication (MFA): requires users to verify their identity using a second factor (for example, a code sent to the phone) in addition to the password and makes it more difficult for attackers to access accounts even if they know the password.
  • Conditional access: allows you to apply access rules based on factors such as geographical location, device type and user risk level, allowing, for example, to configure SharePoint to allow access only from devices managed by the company.
  • Limited sessions: It is also possible to set restrictions on the duration of sessions to reduce the risk of unauthorized access, especially on shared devices.

6. Regular review of access rights

Regular review of access rights is critical to ensure data security and to maintain effective control over the SharePoint environment. This process consists of periodically verifying who has access to what and if those accesses are still necessary or appropriate.

Recommended practices include:

  • Remove unused logins: When an employee leaves the company or changes roles, their permissions must be updated or removed. Leaving active permissions unused represents a significant risk.
  • Use monitoring tools: SharePoint offers integrated tools to analyze the assigned permissions, we try to use them as much as possible to keep a view as close to the full picture of the situation.
  • Validate access with department managers: We involve team or department managers in the review process to ensure that only the appropriate people have access to sensitive data.

7. Audit of changes and access events

The SharePoint environment is dynamic, with frequent changes to permissions, configurations, and content. Performing regular audits ensures a clear view of activities and helps to quickly identify possible threats.

We then schedule monthly, quarterly, or biannual reviews based on the complexity of your organization. This ensures that any anomalies are detected such as:

  • Changes to permissions: tracks when a user gains or loses access to certain data. Any suspicious changes should be analyzed.
  • Unauthorized access: identifies login attempts from unusual locations or from unrecognized users.
  • Changes to data and files: records who creates, modifies or deletes sensitive files. This is especially useful when investigating security incidents.
  • Service configurations: verifies that changes to security settings or SharePoint services have been made by authorized personnel.

To carry out effective audits, we can use functions such as the integrated log system that can be configured to record specific events in a detailed and precise manner. Even tools like Microsoft 365 Compliance Center can simplify continuous activity monitoring.

And finally, we always try to provide clear and detailed reports to security managers to ensure transparency and compliance and assess the status of their security posture and examine possible additional strategies or actions.

Conclusions

The security of their digital environments in the contemporary technological landscape is more important than ever and it is essential for companies of all types and sizes to adopt the best security strategies and postures to defend themselves against modern cyber threats.

There's a reason why Microsoft has invested significant amounts of time and money to implement, expand and strengthen the cybersecurity capabilities of its products, and SharePoint is definitely no exception in this. However, the efforts of the Redmond company alone are not enough and it is necessary that users and administrators also do their part in protecting their data.

Through the security features implemented in SharePoint, administrators and IT departments can, with the right strategies and habits, dramatically improve their organization's cybersecurity and secure sensitive data and information quickly and efficiently. Speed and efficiency that, in the digital security landscape, can seriously make a difference and avoid disasters that can cost your business dramatic amounts of time and resources.

FAQ on SharePoint environment security

Why is security important in SharePoint?

SharePoint is often the core of corporate collaboration and stores critical data such as financial documents, legal information, and personal data. Protecting this data is crucial to avoid breaches that could compromise confidentiality, cause reputational damage, and lead to legal or operational issues.

What are the most common vulnerabilities in SharePoint?

The most common vulnerabilities include misconfigured permissions, lack of regular audits, inconsistent or weak security policies, delayed system updates, and misuse of granular permissions, such as those assigned to individual items.

How can I protect data in SharePoint?

Protecting data in SharePoint requires an integrated approach. It is essential to enable features such as multi-factor authentication (MFA) and conditional access, conduct regular permission reviews, monitor activities with tools like the Microsoft 365 Compliance Center, and keep the system up to date with the latest security patches.

Is it safe to share documents externally using SharePoint?

Yes, as long as external sharing is configured securely. Sites designated for external sharing should be isolated for better control. Anonymous sharing should be disabled unless strictly necessary, and expiration dates should be set for shared links. Additionally, employees must be trained on best sharing practices to avoid data compromise.

What security tools does Microsoft offer for SharePoint?

Microsoft provides advanced tools like data encryption in transit and at rest, integrated malware detection, and advanced access controls. Features like session limitation and conditional access reduce the risks of unauthorized access, and auditing solutions help track changes and activities.

How can I effectively manage permissions in SharePoint?

Effective permission management involves using security groups to assign permissions instead of managing them individually. Avoiding item-level permissions helps reduce complexity and risk. Assigning one administrator per site or group, with a backup as needed, ensures clear responsibility and control.

What happens if I don’t update SharePoint regularly?

Failing to update SharePoint can leave the system exposed to known vulnerabilities. Updates and patches not only introduce new features but also fix critical security issues. Delaying these updates increases the risk of breaches, data loss, and non-compliance with regulations.

How can I monitor who accesses and modifies data in SharePoint?

Microsoft 365’s integrated auditing tools allow you to track activities such as permission changes, access from unusual locations, and modifications to sensitive files. These tools record events in detail and help identify anomalies or threats quickly.

How can I prevent human errors from compromising security?

Preventing human errors requires a mix of training and technology. Educating employees about security risks is critical, as is implementing clear policies such as mandatory use of complex passwords and MFA. Continuous monitoring of the environment helps detect misconfigurations or suspicious activities.

How can I ensure regulatory compliance with SharePoint?

Regulatory compliance can be achieved by configuring SharePoint to align with standards like GDPR, HIPAA, or ISO 27001. This involves implementing strict access controls, conducting regular audits, and adopting adequate data retention policies.

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