Protect the accounts your office runs on

Microsoft 365 and Google Workspace security, checked and fixed

A Microsoft 365 security assessment reads the settings behind your mail, files and staff accounts: who must use a second sign-in step, who holds administrator rights, which mailboxes forward mail outside, what is shared with the world and whether the audit log is kept. We do the same on Google Workspace, then fix what you approve and check it again.

An office manager in her late fifties, in glasses, looking at her phone at a white desk, her open laptop turned away from the camera
The second sign-in step goes on with a plan, so nobody is locked out on a Monday morning.

A person here calls you back the same business day, usually within an hour.

  • Written permission first
  • A report in plain words
  • Checked again after the fix

What a Microsoft 365 security assessment checks

A Microsoft 365 security assessment checks seven areas of your tenant: sign-in and the second step, administrator roles, older sign-in methods, mail forwarding and inbox rules, sharing of files and sites, the audit log, and the devices that open company data. Each finding is written against a public recommendation, so you can see why it matters and who says so.

The yardsticks are Microsoft's and Google's own guidance and the Canadian Centre for Cyber Security baseline controls for organizations with fewer than 500 employees.11 As a stricter public reference, the US Cybersecurity and Infrastructure Security Agency (CISA) publishes secure configuration baselines for both Microsoft 365 and Google Workspace through its SCuBA project, with no-cost assessment tools named ScubaGear and ScubaGoggles.13

The seven areas of the review and the public guidance behind each one
AreaWhat we look atGuidance
Sign-in and second stepSecurity defaults or Conditional Access, who is still on a password alone, which methods are allowedMicrosoft Entra1; CCCS BC.511
Administrator rolesHow many people hold Global Administrator, emergency access accounts, admins reading mail from the same accountMicrosoft Entra roles3; CCCS BC.1211
Older sign-in methodsMail apps, scanners and scripts still signing in with IMAP, POP3 or SMTP basic sign-inMicrosoft Entra1
Forwarding and inbox rulesMailboxes sending copies to outside addresses, rules nobody recognizesMicrosoft Defender for Office 3655
SharingFiles, folders and sites open to anyone with the link or to outside accountsGoogle Workspace8
Audit logWhether the log is on, how long it is kept, who can read itMicrosoft Purview6; Google Workspace10
DevicesWhich laptops and phones open company data, and whether one security product is active on eachMicrosoft Defender for Business7
1 List every account 2 Second sign-in step 3 Fewer administrators 4 Forwarding and inbox rules 5 Close open sharing 6 Keep the audit log 7 Confirm the backup Report and agreed fixes
The order of the review: accounts first, then the second sign-in step, administrator roles, mail rules, sharing, the audit log and backups.

MFA, security defaults and Conditional Access in Microsoft 365

Microsoft 365 offers two ways to make the second sign-in step mandatory: security defaults, which every tenant can switch on at no extra cost, and Conditional Access, which needs at least a Microsoft Entra ID P1 licence. Microsoft 365 Business Premium includes Conditional Access, so many small offices already pay for the stronger option without using it.12

Security defaults are a single on-or-off switch. Once on, every user must register for multifactor authentication, the listed administrator roles must use it at every sign-in, and older sign-in protocols are blocked. Since July 29, 2024, Microsoft no longer gives users a 14-day grace period to register, so switching it on without preparation sends every person to the registration screen at their next sign-in.1

Conditional Access policies work as if-then statements: if a user wants to reach an application such as Microsoft 365, then they must complete an action, for example a second sign-in step or a sign-in from a company device.2 An organization that moves to Conditional Access must switch security defaults off, so the replacement policies have to be ready on the same day.1

  • Number matching in the authenticator app, which the Cyber Centre recommends against prompt-fatigue attacks and which Microsoft shows at sign-in under security defaults.121
  • Phishing-resistant keys for administrators and senior staff where the budget allows: the Cyber Centre strongly recommends FIDO-based methods for online accounts.12

Google Workspace security: the same review on Google's side

Google Workspace security rests on the same handful of settings, under different names: 2-Step Verification, super administrator accounts, Drive sharing, Gmail forwarding and the alert and log pages of the Admin console. Google's own guidance for small businesses asks for 2-Step Verification on admins and key users, and for more than one super administrator account, each managed by a separate person.8

For larger organizations Google goes further: security keys at least for admins and other high-value accounts, blocking automatic forwarding of incoming mail to another address, blocking less secure apps that skip modern standards such as OAuth, and approving which third-party apps can reach Gmail and Drive.9 We apply what fits your size.

Google Workspace security assessment: where findings usually sit

The common findings are a single super administrator who also reads daily mail, Drive folders shared with anyone holding the link since a past project, a third-party app granted access to every mailbox, and email alerts for risky events never switched on. Google's guidance covers each of these, and daily administrative work belongs on an account with limited admin roles.89

Microsoft Secure Score: a starting list for the work

Microsoft Secure Score is a measurement in the Microsoft Defender portal, with a higher number indicating that more of Microsoft's recommended actions have been taken. Each recommended action is worth 10 points or less, and partial points come when an action covers only some users or devices.4

Turning on security defaults earns full points for three actions at once: making sure all users can complete multifactor authentication (nine points), requiring it for administrative roles (10 points) and blocking legacy authentication (seven points).4 Microsoft warns that the score is a summary of controls in use and isn't an absolute measurement of how likely a breach is.4

We read Secure Score as one input. Our report ranks findings by what an attacker would actually use against your office, then shows how the score moved after the fixes.

Admin roles, forwarding rules and sharing: where quiet takeovers hide

Most mailbox takeovers stay invisible for weeks because they use ordinary features: an inbox rule that copies payment mail to an outside address, a forgotten administrator account, a folder shared with anyone who has the link. Microsoft notes that users can set inbox rules to forward messages outside the organization deliberately or as a result of a compromised account.5

Microsoft's outbound spam policy has three forwarding settings. The default, Automatic - System-controlled, has behaved as Off for new organizations since 2021, but for some older tenants it can still mean On, and Microsoft advises choosing On or Off explicitly.5 We set it to Off and allow named exceptions you approve.

On the administrator side, Microsoft recommends assigning Global Administrator to fewer than five people and keeping two cloud-only emergency access accounts for the day everyone else is locked out.3 The Cyber Centre adds that administrator accounts should only be used for administrative work, and that cloud administration accounts need two-factor authentication.11

  • Every inbox rule and mailbox forward reviewed; anything nobody recognizes reported to you the same day.
  • Global Administrators reduced, separate admin accounts created for daily-use people, emergency accounts documented and sealed.
  • Accounts of former staff closed, with their mail and files handed over first.
  • Audit log confirmed on: Audit (Standard) in Microsoft 365 keeps records for 180 days, and Google Workspace keeps most log events for generally 6 months.610

How the changes are made without locking anyone out

Sign-in changes are made on a written plan agreed with you, in an order that keeps the office working. The plan lists who is affected, what each person will see, the date of each step and the way back if a step causes trouble.

Older devices are the usual trap. A scanner that emails documents, an accounting add-in or an old phone mail app may still sign in with basic credentials, and Microsoft warns administrators to check for older protocols before blocking them.1 We find those devices first and move each one to a supported method. Conditional Access policies can run in report-only mode, which shows who would have been blocked before any policy is enforced.2

Devices, Defender for Business and licences

Microsoft Defender for Business is designed for organizations of up to 300 users and is included in Microsoft 365 Business Premium or sold on its own.7 If you already pay for it, we check that it is on and reporting on each device. Added licences are passed on at our cost.

What you have in hand at the end

At the end of the review you hold a report on your tenant settings with priorities marked today, this month and later, a list of every change we made with its date, a before-and-after comparison, and a one-page note for the owner in plain language. The report belongs to you and can go to your insurer, your auditor or your next IT provider.

  • Settings report for Microsoft 365, Google Workspace or both, with each finding tied to its source.
  • Changes made on the agreed plan, listed with dates and the person who approved each one.
  • Before-and-after comparison, including Secure Score where it applies.
  • Mail authentication handled through our email security service and backups through backup and disaster recovery, when they are in scope.

Why a contracted team: the risks of doing it alone, with a chatbot or a freelancer

A single wrong click in the Microsoft 365 or Google Workspace admin pages can lock the whole office out of mail on a Monday morning. A chatbot can list the right settings in a confident tone; it cannot see the scanner by the printer that still signs in with a password, or the partner whose phone is the only route into the billing mailbox.

An owner working alone usually stops at the second sign-in step and leaves the quiet doors open: an old forwarding rule, a former employee still listed as Global Administrator.

A freelancer may do the settings well and keep the only administrator password, with the reasoning behind each choice in private notes. With us the scope sits in a signed letter, every change is listed with its date and approver, the emergency accounts are documented in your name, and a person you can reach answers for the result.

Five plain reasons to trust us with this

  • A registered Canadian company

    INNOVA CONSULT LTD., federal corporation 1522612-1, based in Ottawa. itopsi is its brand.

  • In practice since 2013

    The group behind itopsi has run legal and marketing practices since 2013. Its founder has worked in law and compliance for more than 14 years.

  • We run servers of our own

    Our own servers and more than 80 websites are checked for known vulnerabilities every day.

  • Insured

    Commercial general liability insurance of CAD 1 million is in force.

  • Your scope, your report

    A fixed scope in a signed letter before any work starts. Licences and equipment at cost, with no vendor commission. The report belongs to you.

How the work goes

Five steps, in the same order every time.

Before any test, you sign a scope letter: what we test, on which dates, who to call, and what we must leave alone.

Your signature comes first

  1. Step 1

    We agree what to check

    A short call, or the form at the foot of this page. Together we decide which website, server or office systems we look at.

  2. Step 2

    You sign the scope letter

    It sets the targets, the dates, the contacts, and what we must leave alone. Work starts only once it is signed.

  3. Step 3

    We check, and write it down

    One report in plain words for you, with the technical detail attached for whoever looks after your systems.

  4. Step 4

    We fix it

    We make the repairs ourselves, or together with your current IT provider or web developer.

  5. Step 5

    We check again

    A second check confirms that each problem is closed.

What it costs

Each job is a different size, so each one gets a fixed quote once the scope is agreed. You see the price in writing before any work starts.

  • A fixed quote once the scope is agreed
  • The price in writing before work starts
  • A second check after the fixes
Questions

Questions owners ask us

Your question is missing? Leave your number and ask it in your own words.

What does a Microsoft 365 security assessment check?
It checks how people sign in and whether a second step is required, who holds administrator rights, which older sign-in methods are still allowed, which mailboxes forward mail outside, what files and sites are shared beyond the company, whether the audit log is kept, and which devices open company data. Each finding comes with the public guidance behind it and a priority: today, this month or later.
What is Microsoft Secure Score and what is a good score?
Secure Score is a number in the Microsoft Defender portal that rises as you take more of Microsoft's recommended security actions. Microsoft gives no target figure and warns that the score is a summary of controls in use, separate from the real chance of a breach. A good score is one where the actions that matter for your office are done and the rest are consciously accepted.
Is MFA enough on its own?
MFA blocks most password attacks, and it leaves other doors open. Older mail protocols can bypass it unless they are blocked, a forwarding rule keeps working after a password change, and an extra Global Administrator account stays a target. The Cyber Centre also recommends number matching and phishing-resistant keys for important accounts. The review covers sign-in methods together with roles, forwarding, sharing and logs.
Do you review Google Workspace the same way?
Yes. The areas are the same, with Google's names: 2-Step Verification, super administrator accounts, Drive sharing, Gmail forwarding, less secure apps, third-party app access, alerts and logs. We follow Google's own guidance for small and for larger businesses, apply what fits your size, and write down every setting you choose to keep open. Offices using both platforms get one report.
Do you need global admin access?
For the review and the fixes we need administrator access for the duration of the work, either a temporary Global Administrator account in your name or delegated access you grant and can remove. The access is listed in the scope letter, protected by a second sign-in step, and removed when the work is closed. We also make sure you keep two emergency accounts of your own.
Will the changes lock our staff out of email?
The plan is built to avoid that. Before any sign-in change we find the devices and apps that still use older methods, tell staff what they will see and when, prepare a recovery route for a lost phone, and test policies in report-only mode where the licence allows it. Changes go in steps on dates agreed with you, with a way back for each step.
Do you offer ongoing cloud security services or monitoring?
This service is a review with agreed fixes and a follow-up check. Round-the-clock monitoring and managed detection and response are available on request; the scope letter names who would carry out that work. Between reviews, the alerts we switch on in Microsoft 365 or Google Workspace send warnings about new forwarding rules, new administrators and risky sign-ins to the people you choose.
How much does a Microsoft 365 security review cost?
The price depends on the number of users and mailboxes, whether you use Microsoft 365, Google Workspace or both, your licence level, how many older devices need moving off basic sign-in, and whether fixes are included. After a 30-minute conversation we send a fixed price in the scope letter, and that price holds for the work described. Licences are passed on at cost.

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