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Microsoft 365 / Google Workspace baseline for SMEs

Minimum mail and identity controls in Microsoft 365 or Google Workspace for a small or mid-size firm — without buzzwords.

Most firms with 5–150 people live in Microsoft 365 or Google Workspace. Attackers do too. This baseline is a control list to close before buying another “security pack”.

It is not full product documentation and not a conformity assessment. After each item: a fact (present / missing) and an owner.

Common to both platforms

  1. Named accounts. No shared “office@” password used by three people.
  2. MFA on every user account, stronger (passkey / FIDO2 key) on admins and on the company owner’s mailbox.
  3. A separate admin account from daily email — administrator account standard.
  4. No legacy auth (old protocols that bypass MFA) unless there is a written exception with an expiry date.
  5. Guest and partner accounts with a term and an owner; access ends after the project.
  6. Forwarding rules and filters — periodic review: who forwards mail outside.
  7. OAuth / connected apps — remove unknowns; limit who may grant mailbox access.
  8. Admin roles — as few Global Admin / Super Admin seats as possible; a change log.
  9. Devices — at least: which laptops can open company mail; a lost-phone procedure (runbook).
  10. Mail DNS — SPF, DKIM, DMARC in a mode that does not break legitimate mail but collects reports (staged rollout).

Microsoft 365 notes

  • Disable or restrict Basic Authentication / legacy protocols in Entra ID.
  • Check mailbox forwarding (Inbox rules + transport) for silent redirects.
  • Global Administrator seats: phishing-resistant MFA; break-glass accounts in a safe, not in Slack.
  • SharePoint / OneDrive: “anyone with the link” only on purpose; narrower defaults.
  • If Intune or another MDM exists — even a simple profile: disk encryption, screen lock, remote wipe for work phones.

Google Workspace notes

  • Enforce 2-Step Verification for the organisational unit; prefer security keys for admins.
  • Review Gmail filters and forwarding addresses on critical accounts.
  • Super Admin: minimum people; separate from daily work.
  • OAuth: review apps with Gmail / Drive access.
  • Drive: default sharing inside the organisation, not “public on the internet”.

What this baseline does not do

  • It does not replace EDR, SIEM or a pentest.
  • It does not say “you are ISO / NIS2 compliant”.
  • It does not price implementation — use the form with tenants and user counts.

Next step

Put results in three columns: present, missing, consciously deferred. Then follow the small-business security order.

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