Managing Customer Lockbox Requests

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Difficulty
Beginner
Duration
10m
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Description

In this course, you will gain an understanding of what Customer Lockbox is, what it offers, and how it’s used.  

Learning Objectives

  • What Customer Lockbox is and what it’s used for as well as what licensing is required for using Lockbox
  • How to enable Customer Lockbox, how to create Customer Lockbox requests, and how to manage those requests
  • What goes into auditing Customer Lockbox requests

Intended Audience

This course is intended for those who wish to learn about Customer Lockbox. 

Prerequisites 

A general familiarity with the Microsoft 365 Admin Portal.

 

Transcript

Welcome to managing Customer Lockbox requests. In this lesson, you’ll learn how to turn lockbox requests on and off, and how to approve and deny them.

To turn Customer Lockbox on and off, you use the Microsoft 365 admin center. Turning Lockbox on forces Microsoft to obtain organization approval before they can access your tenant's content. The process is pretty straightforward. 

It starts by logging into https://admin.microsoft.com with a work or school account that is either a Global Admin for the tenant or has the Customer Lockbox Access Approver role assigned to it.

After logging in, browse to Settings, Org Settings, and then Security & Privacy.

After selecting Security & Privacy, click on Customer Lockbox in the left column. 

If the checkbox for Require approval for all data access requests is checked, you have Customer Lockbox turned on. If it is not checked, it’s turned off.

And that’s all there is to it.

Approving and denying requests is almost just as easy.

To approve or deny requests, login to https://admin.microsoft.com with a work or school account that’s either a Global Admin or has the Customer Lockbox access approver role assigned to it.

After logging in, browse to Support and then Customer Lockbox Requests.

The Customer Lockbox Request screen shows the list of Customer Lockbox requests.

Approving or denying a request is as simple as selecting the request in question and then clicking Approve or Deny.

A confirmation message about the Customer Lockbox request is then displayed.

About the Author
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Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.