How to apply Shared Mailbox Retention Policy in Office 365
To apply a retention policy to a shared mailbox, you need to create retention tags and a new retention policy, attach the tags to the policy, and then apply the policy to the shared mailbox. Here’s how you can apply a shared mailbox retention policy in Office 365: Let us see this in detail.
1] Login to the Exchange Admin Centre
Log in to the Exchange Admin Center (https://outlook.office365.com/ecp) using your administrator credentials. Tip: Use your browser in private/incognito mode to access your Exchange admin account. This will prevent the browser from automatically picking your current credentials while you’re being directed to the site.
2] Create personal retention tag(s)
A retention tag can be one of the following three types: Using a personal tag, you can create an exception to a default policy tag or a retention policy tag. For example, if a DPT says delete all items in 5 years, you can create an exception for ‘notifications’ to be deleted in 7 days, using the personal tag. To create a personal tag, follow these instructions: Similarly, you may create more tags to be attached to your shared mailbox’s policy. Also Read: What is the difference between Microsoft Office and Microsoft 365?
3] Create a new retention policy
Also Read: Install Group Policy Management Console in Windows 11/10.
4] Attach personal tag(s) to the retention policy
5] Apply the retention policy to shared mailbox.
Notes:
Can we apply retention policy to shared mailbox?
Yes. You can apply a retention policy to a shared mailbox using the mailbox features option. This can be found by double-clicking the shared mailbox under the shared tab in the recipients section of the Exchange admin center. Bear in mind that only one policy can be applied to a mailbox at a time. So you need to link all necessary tags to a single policy that you are going to apply to the mailbox.
How do I change the default retention policy in Office 365?
How do I apply a retention policy in Office 365 mailbox?
You can apply a retention policy to a single mailbox or multiple mailboxes in Office 365 using the Exchange admin center. To apply a retention policy to a single mailbox, go to Recipients > Mailboxes. Then select the desired mailbox and click on the edit icon on top. Click on Mailbox features on the left. Select a retention policy using the available dropdown and click on Save button. To apply a retention policy to multiple mailboxes, select multiple mailboxes using the Shift or Ctrl key. Then select More Options > Retention Policy > Update. After this, select the desired policy in Bulk Assign Retention Policy and click on the Save button.
