Smarter Role Group Management in Microsoft Purview

Managing permissions in Microsoft Purview is about to get a lot easier.

Microsoft is improving the Role groups experience in the Purview compliance portal, introducing a more intuitive interface that helps admins quickly understand and validate permissions—something many of us have struggled with at some point.

What’s new?

Based on customer feedback, the updated UI adds new ways to view role group assignments so you can find what you need faster and with less guesswork.

Instead of digging through multiple layers, admins can now look up permissions from three different perspectives:

  • By Role – see who has specific roles assigned
  • By Member – check which roles a particular user belongs to
  • My permissions – quickly understand your own access and responsibilities

These views are designed to reduce troubleshooting time and give admins clearer visibility into how permissions are structured.

When is this rolling out?
  • Public Preview: Mid-June 2026 → Mid-July 2026
  • General Availability (Worldwide, GCC, GCC High, DoD): Mid-July 2026 → Mid-August 2026

Roadmap ID: 562033

Why this is useful

This update makes it much easier for admins to see who has access to what—without wasting time searching.

Here’s what that means in practice:

  • Faster answers – Instead of clicking around, you can quickly find permissions by role, user, or your own access
  • Less confusion – It’s clearer how permissions are set up, so fewer mistakes or misunderstandings
  • Easier troubleshooting – When someone doesn’t have access (or has too much), you can figure out why much faster
  • Better for audits – You can easily review and confirm permissions when needed
  • No learning curve – Nothing changes in how things work—just a clearer view of what’s already there
How this improves security

This update doesn’t change permissions—but it makes it much easier to spot problems and fix them quickly, which directly improves security.

Here’s how:

  • Better visibility = fewer hidden risks
    You can clearly see who has access to what, making it easier to catch over-permissioned users or unnecessary roles.
  • Faster detection of mistakes
    If someone has access they shouldn’t (or is missing access), you can identify and correct it much faster.
  • Stronger least-privilege control
    It’s easier to ensure people only have the access they actually need—nothing more.
  • Simpler audits and reviews
    During security or compliance checks, you can quickly validate permissions instead of manually piecing things together.
  • Reduced risk of accidental exposure
    Clearer role assignments help prevent misconfigurations that could lead to data leaks or unauthorized access.

Microsoft Purview DSI Gets Smarter with OCR

Microsoft is continuing to strengthen Purview Data Security Investigations (DSI) by adding AI‑powered Optical Character Recognition (OCR) capabilities. This new enhancement allows DSI to read and analyze text that appears inside images, something traditional investigations often miss.

With OCR built in, DSI can now surface sensitive information hidden in screenshots, scanned documents, and embedded visuals within files. The result? Deeper investigations, better context, and more accurate risk detection across your organization.

This update is tracked under Microsoft 365 Roadmap ID 561489.

When is this rolling out?
  • Public Preview (Worldwide):
    Rolling out in late May 2026, with completion expected by early June 2026
  • General Availability (Worldwide):
    Rolling out in mid‑July 2026, with completion expected by late July 2026
Who is impacted?

This update is relevant for:

  • Admins and security analysts using Microsoft Purview Data Security Investigations
  • Organizations investigating data security risks with Purview
What’s changing?

Once OCR is enabled (and it will be on by default), DSI will automatically:

  • Extract text from image‑based content, including:
    • Images
    • Screenshots
    • Visuals embedded in documents
  • Add the extracted text to investigation datasets
  • Improve search, analysis, and risk detection using this newly visible content

The good news?
No workflow changes are required. Existing investigations will continue to work as they do today—just with richer insights.

Even better, all existing Purview controls and protections still apply. Sensitivity labels, DLP policies, and other compliance settings continue to be fully respected.

Why this matters

Sensitive information doesn’t always live in plain text. Credentials, personal data, or confidential details often end up in screenshots or images—especially in collaboration tools. OCR helps close that gap and gives security teams greater visibility into data risks that were previously hard to detect.

What do you need to do?

No action is required before rollout. However, you may want to:

  • Inform your security and compliance teams about the improved image‑based detection
  • Update internal investigation procedures to account for OCR‑driven findings
  • Refresh training materials or documentation that reference DSI capabilities