Configure policies for Endpoint Privilege Management

Note

This capability is available as an Intune add-on. For more information, see Use Intune Suite add-on capabilities.

With Microsoft Intune Endpoint Privilege Management (EPM) your organization’s users can run as a standard user (without administrator rights) and complete tasks that require elevated privileges. Tasks that commonly require administrative privileges are application installs (like Microsoft 365 Applications), updating device drivers, and running certain Windows diagnostics.

Endpoint Privilege Management supports your zero-trust journey by helping your organization achieve a broad user base running with least privilege, while allowing users to still run tasks allowed by your organization to remain productive.

The information in this article can help you to configure the following policies and reusable settings for EPM:

• Windows elevation settings policy.
• Windows elevation rules policy.
• Reusable settings groups, which are optional configurations for your elevation rules.

Applies to:

• Windows 10
• Windows 11

Get started with EPM policies

Endpoint Privilege Management uses two policy types that you configure to manage how a file elevation request is handled. Together, the policies configure the behavior for file elevations when standard users request to run with administrative privileges.

Before you can create Endpoint Privilege Management policies, you must license EPM in your tenant as an Intune add-on. For licensing information, see Use Intune Suite add-on capabilities.

About Windows elevation settings policy

Use Windows elevation settings policy when you want to:

• Enable Endpoint Privilege Management on devices. By default, this policy enables EPM. When first enabled for EPM, a device provisions the components that collect usage data on elevation requests and that enforce elevation rules.

  If a device has EPM disabled, the client components immediately disable. There's a delay of seven days before the EPM component is completely removed. The delay helps to reduce the time it takes to restore EPM should a device accidentally have EPM disabled or its elevation settings policy unassigned.

• Default elevation response - Set a default response for an elevation request of any file that isn't managed by a Windows elevation rule policy. For this setting to have an effect, no rule can exist for the application AND an end user must explicitly request elevation through the Run with elevated access right-click menu. By default, this option isn't configured. If no setting is delivered, the EPM components fall back to their built-in default, which is to deny all requests.

  Options include:

  • Deny all requests - This option blocks the elevate request action for files that aren't defined in a Windows elevation rules policy.
  • Require user confirmation - When user confirmation is required, you can choose from the same validation options as found for Windows elevation rules policy.
  • Require support approval - When support approval is required, an administrator must approve elevation requests without a matching rule prior to the elevation being required.

  Note

  Default responses are only processed for requests coming through the Run with elevated access right-click menu.

• Validation options - Set validation options when the default elevation response is defined as Require user confirmation.

  Options include:

  • Business justification - This option requires the end user to provide a justification before completing an elevation that is facilitated by the default elevation response.
  • Windows authentication - This option requires the end user to authenticate before completing an elevation that is facilitated by the default elevation response.

  Note

  Multiple validation options can be selected to satisfy the needs of the organization. If no options are selected, then the user is only required to click continue to complete the elevation.

• Send elevation data for reporting - This setting controls whether your device shares diagnostic and usage data with Microsoft. When enabled to share data, the type of data is configured by the Reporting scope setting.

  Diagnostic data is used by Microsoft to measure the health of the EPM client components. Usage data is used to show you elevations that happen within your tenant. For more information about the types of data and how it's stored, see Data collection and privacy for Endpoint Privilege Management.

  Options include:

  • Yes - This option sends data to Microsoft based on the Reporting Scope setting.
  • No - This option does not send data to Microsoft.

• Reporting Scope - This setting controls the amount of data being sent to Microsoft when Send elevation data for reporting is set to Yes. By default, Diagnostic data and all endpoint elevations is selected.

  Options include:

  • Diagnostic data and managed elevations only - This option sends diagnostic data to Microsoft about the health of the client components AND data about elevations being facilitated by Endpoint Privilege Management.
  • Diagnostic data and all endpoint elevations - This option sends diagnostic data to Microsoft about the health of the client components AND data about all elevations happening on the endpoint.
  • Diagnostic data only - This option sends only the diagnostic data to Microsoft about the health of the client components.

About Windows elevation rules policy

Use profiles for Windows elevation rules policy to manage the identification of specific files, and how elevation requests for those files are handled. Each Windows elevation rule policy includes one or more elevation rules. It's with elevation rules that you configure details about the file being managed and requirements for it to be elevated.

The following types of files are supported:

• Executable files with the .exe or .msi extension.
• PowerShell scripts with the .ps1 extension.

Each elevation rule instructs EPM on how to:

• Identify the file using:

  • File name (including extension). The rule also supports optional conditions like a minimum build version, product name, or internal name. Optional conditions are used to further validate the file when elevation is attempted.
  • Certificate. Certificates can be added directly to a rule, or by using a reusable settings group. When a certificate is used in a rule, it's also required to be valid. We recommend the use of reusable settings groups as they can be more efficient and simplify a future change to the certificate. For more information, see the next section Reusable settings groups.

• Validate the file:

  • File hash. A file hash is required for automatic rules. For user confirmed rules, you can choose to either use a certificate or a file hash, in which case the file hash becomes optional.
  • Certificate. If a certificate is provided Windows API's are used to validate the certificate and revocation status.
  • Additional Properties. Any additional properties specified in the rules must match.

• Configure the files elevation type. Elevation type identifies what happens when an elevation request is made for the file. By default, this option is set to User confirmed, which is our recommendation for elevations.

  • User confirmed (Recommended): A user confirmed elevation always requires the user to click on a confirmation prompt to run the file. There are more user confirmations you can add. One requires users to authenticate using their organization credentials. Another option requires the user to enter a business justification. While the text entered for a justification is up to the user, EPM can collect and report it when the device is configured to report elevation data as part of its Windows elevation settings policy.
  • Automatic: An automatic elevation happens invisibly to the user. There's no prompt, and no indication that the file is running in an elevated context.
  • Support approved: An administrator must approve any support-required elevation request that doesn't have a matching rule, before the application is allowed to run with elevated privileges.

• Manage the behavior of child processes. You can set the elevation behavior that applies to any child processes that the elevated process creates.

  • Require rule to elevate - Configure a child processes to require its own rule before that child process can run in an elevated context.
  • Deny all - All child processes launch without elevated context.
  • Allow child processes to run elevated - Configure a child process to always run elevated.

Note

For more information about creating strong rules, see our guidance for creating elevation rules with Endpoint Privilege Management.

You can also use the Get-FileAttributes PowerShell cmdlet from the EpmTools PowerShell module. This cmdlet can retrieve file attributes for a .exe file and extract its Publisher and CA certificates to a set location that you can use to populate Elevation Rule Properties for a particular application.

Caution

We recommend automatic elevation be used sparingly, and only for trusted files that are business critical. End users will automatically elevate these applications at every launch of that application.

Reusable settings group

Endpoint Privilege Management supports using reusable settings groups to manage the certificates in place of adding that certificate directly to an elevation rule. Like all reusable settings groups for Intune, configurations and changes made to a reusable settings group are automatically passed to the policies that reference the group. We recommend using a reusable settings group when you plan to use the same certificate to validate files in multiple elevation rules. The use of reusable settings groups is more efficient when you use the same certificate in multiple elevation rules:

• Certificates you add directly to an elevation rule: Each certificate that's added directly to a rule is uploaded as a unique instance by Intune, and that certificate instance is then associated with that rule. Adding the same certificate directly to two separate rules results in it uploading twice. Later, if you must change the certificate, you must edit each individual rule that contains it. With each rule change, Intune uploads the updated certificate a single time for each rule.
• Certificates you manage through a reusable settings group: Each time a certificate is added to a reusable settings group, Intune uploads the certificate a single time no matter how many elevation rules include that group. That instance of the certificate is then associated with the file from each rule that uses that group. Later, any change to the certificate you make can be made a single time in the reusable settings group. This change results in Intune uploading the updated file a single time, and then applying that change to each elevation rule that references the group.

Windows elevation settings policy

To configure the following options on devices, deploy Windows elevation settings policy to users or devices:

• Enable Endpoint Privilege Management on a device.
• Set default rules for elevation requests for any file that isn't managed by an Endpoint Privilege Management elevation rule on that device.
• Configure what information EPM reports back to Intune.

A device must have an elevation settings policy that enables support for EPM before the device can process an elevation rules policy or manage elevation requests. When support is enabled, the C:\Program Files\Microsoft EPM Agent folder is added to the device along with the EPM Microsoft Agent, which is responsible for processing the EPM policies.

Create a Windows elevation settings policy

1. Sign in to the Microsoft Intune admin center and go to Endpoint security > Endpoint Privilege Management > select the Policies tab > and then select Create Policy. Set the Platform to Windows, Profile to Windows elevation settings policy, and then select Create.

2. On Basics, enter the following properties:

   • Name: Enter a descriptive name for the profile. Name profiles so you can easily identify them later.
   • Description: Enter a description for the profile. This setting is optional but recommended.

3. On Configuration settings, configure the following to define default behaviors for elevation requests on a device:

   

   • Endpoint Privilege Management: Set to Enabled (default). When Enabled, a device uses Endpoint Privilege Management. When set to Disabled, the device doesn't use Endpoint Privilege Management, and immediately disables EPM if it was previously enabled. After seven days, the device will deprovision the components for Endpoint Privilege Management.

   • Default elevation response: Configure how this device manages elevation requests for files that aren't directly managed by a rule:

     • Not Configured: This option functions the same as Deny all requests.
     • Deny all requests: EPM doesn't facilitate the elevation of files and the user is shown a pop-up window with information about the denial. This configuration doesn't prevent users with administrative permissions from using Run as administrator to run unmanaged files.
     • Require support approval: This behavior instructs EPM to prompt the user to submit a support approved request.
     • Require user confirmation: The user receives a simple prompt to confirm their intent to run the file. You can also require more prompts that are available from the Validation drop down:
       • Business justification: Require the user to enter a justification for running the file. There's no required format for this justification. User input is saved and can be reviewed through logs if the Reporting scope includes collection of endpoint elevations.
       • Windows authentication: This option requires the user to authenticate using their organization credentials.

   • Send elevation data for reporting: By default, this behavior is set to Yes. When set to yes, you can then configure a Reporting scope. When set to No, a device doesn’t report diagnostic data or information about file elevations to Intune.

   • Reporting scope: Choose what type of information a device reports to Intune:

     • Diagnostic data and all endpoint elevations (Default): The device reports diagnostic data and details about all file elevations that EPM facilitates.

       This level of information can help you identify other files that aren't yet managed by an elevation rule that users seek to run in an elevated context.

     • Diagnostic data and managed elevations only: The device reports diagnostic data and details about file elevations for only those files that are managed by an elevation rule policy. File requests for unmanaged files, and files that are elevated through the Windows default action of Run as administrator, aren't reported as managed elevations.

     • Diagnostic data only: Only diagnostic data for the operation of Endpoint Privilege Management is collected. Information about file elevations isn’t reported to Intune.

   When ready, select Next to continue.

4. On the Scope tags page, select any desired scope tags to apply, then select Next.

5. For Assignments, select the groups that receive the policy. For more information on assigning profiles, see Assign user and device profiles. Select Next.

6. For Review + create, review your settings and then select Create. When you select Create, your changes are saved, and the profile is assigned. The policy is also shown in the policy list.

Windows elevation rules policy

Deploy a Windows elevation rules policy to users or devices to deploy one or more rules for files that are managed for elevation by Endpoint Privilege Management. Each rule you add to this policy:

• Identifies a file for which you want to manage elevation requests.
• Can include a certificate to help validate that file’s integrity before it’s run. You can also add a reusable group that contains a certificate that you then use with one or more rules or policies.
• Specifies if the elevation type of the file as automatic (silently) or requiring user confirmation. With user confirmation, you can add additional user actions that must be completed before the file is run. In addition to this policy, a device must also be assigned a Windows elevation settings policy that enables Endpoint Privilege Management.

Use either of the following methods to create new elevation rules, which are added to elevation rules policy:

• Automatically configure elevation rules – Use this method to save time when creating an elevation rule by auto-populating the file detection details that Intune has already collected. The file details are identified by Intune from either The Elevation report or from a support approved elevation requests record.

  With this method, you:

  • Select the file for which you want to create an elevation rule from the Elevation report or support approved elevation request.
  • Choose to add the new elevation rule to an existing elevation rules policy or create a new elevation rules policy that includes the new rule.
    • When added to an existing policy, the new rule is immediately available to the policies assigned groups.
    • When a new policy is created, you must edit that policy to assign groups before it becomes available for use.

• Manually configure elevation rules – This method requires you to have identified the file details you want to use for detection and to manually enter them as part of the rule creation workflow. For information about detection criteria, see Defining rules for use with Endpoint Privilege Management.

  With this method, you:

  • Manually determine the file details to use and then add them to the elevation rule for file identification.
  • Configure all aspects of the policy during policy creation, including assigning the policy to groups for use.

Automatically configure elevation rules for Windows elevation rules policy

1. Sign in to the Microsoft Intune admin center and go to Endpoint security > Endpoint Privilege Management. To select a file to use for an elevation rule, choose one of the following starting paths:

   Start from a Report:

   1. Select the Reports tab and then the Elevation report tile. Locate the file you want to create a rule for in the File column.
   2. Select the linked name of the file to open that files Elevation detail pane.

   Start from a support approved elevation request:

   1. Select the Elevation request tab.

   2. From the File column, select the file that you want to use for the elevation rule, which opens that files Elevation detail pane.

      The status of the elevation request doesn’t matter. You can use a pending request or one that was previously approved or denied.

2. On the Elevation detail pane, review the file details. This information is used by the elevation rule to identify the correct file. When ready, select Create a rule with these file details.

   

3. Select a policy option for the new elevation rule you're creating:

   Create a new policy:
   This option creates a new policy that includes an elevation rule for the file you selected.

   1. For the rule, configure the Type and Child process behavior, and then select OK to create the policy.
   2. When prompted, provide a Policy name for the new policy and confirm creation of what will be a new and unassigned elevation rules policy.
   3. After the policy is created, you can edit the policy to assign it and add additional configurations if needed.

   Add to an existing policy:
   With this option, use the drop-down list and select an existing elevation policy to which the new elevation rule is added.

   1. For the rule, configure the elevation Type and Child process behavior, and then select OK. The policy is updated with the new rule.
   2. After the rule is added to the policy, you can edit the policy to gain access to the rule and then modify it to make additional configurations if needed.

   

Manually configure elevation rules for Windows elevation rules policy

1. Sign in to the Microsoft Intune admin center and go to Endpoint security > Endpoint Privilege Management > select the Policies tab > and then select Create Policy. Set the Platform to Windows, Profile to Windows elevation rules policy, and then select Create.

2. On Basics, enter the following properties:

   • Name: Enter a descriptive name for the profile. Name profiles so you can easily identify them later.
   • Description: Enter a description for the profile. This setting is optional but recommended.

3. On Configuration settings, add a rule for each file that this policy manages. When you create a new policy, the policy starts includes a blank rule with an elevation type of User confirmed and no rule name. Start by configuring this rule, and later you can select Add to add more rules to this policy. Each new rule you add has an elevation type of User confirmed, which can be changed when you configure the rule.

   

   To configure a rule, select Edit instance to open its Rule properties page, and then configure the following:

   

   • Rule name: Specify a descriptive name for the rule. Name your rules so you can easily identify them later.
   • Description (Optional): Enter a description for the profile.

   Elevation conditions are conditions that define how a file runs, and user validations that must be met before the file this rule applies to can be run.

   • Elevation type: By default, this option is set to User confirmed, which is the elevation type we recommend for most files.

     • User confirmed: We recommend this option for most rules. When a file is run, the user receives a simple prompt to confirm their intent to run the file. The rule can also include other prompts that are available from the Validation drop down:

       • Business justification: Require the user to enter a justification for running the file. There's no required format for the entry. The user input is saved and can be reviewed through logs if the Reporting scope includes collection of endpoint elevations.
       • Windows authentication: This option requires the user to authenticate using their organization credentials.

     • Automatic: This elevation type automatically runs the file in question with elevated permissions. Automatic elevation is transparent to the user, without prompting for confirmation or requiring justification or authentication by the user.

       Caution

       Only use automatic elevation for files you trust. These files will automatically elevate without user interaction. Rules that are not well defined could allow unapproved applications to elevate. For more information on creating strong rules, see the guidance for creating rules.

     • Support approved: This elevation type requires an administrator to approve a request prior to the elevation being allowed to complete. For more information, see Support approved elevation requests.

       Important

       Use of support approved elevation for files requires that Admins with additional permissions review and approve each file elevation request before that file on the device with administrator permissions. For information about using the support approved elevation type, see Support approved file elevations for Endpoint Privilege Management.

   • Child process behavior: By default, this option is set to Require rule to elevate, which requires the child process to match the same rule as process that creates it. Other options include:

     • Allow all child processes to run elevated: This option should be used with caution as it allows applications to create child processes unconditionally.
     • Deny all: This configuration prevents any child process from being created.

   File information is where you specify the details that identify a file that this rule applies to.

   • File name: Specify the file name and its extension. For example: myapplication.exe

   • File path (Optional): Specify the location of the file. If the file can be run from any location or is unknown, you can leave this blank. You can also use a variable.

   • Signature source: Choose one of the following options:

     • Use a certificate file in reusable settings (Default): This option uses a certificate file that has been added to a reusable settings group for Endpoint Privilege Management. You must create a reusable settings group before you can use this option.

       To identify the Certificate, select Add or remove a certificate, and then select the reusable group that contains the correct certificate. Then, specify the Certificate type of Publisher or Certificate authority.

     • Upload a certificate file: Add a certificate file directly to the elevation rule. For File upload, specify a .cer file that can validate the integrity of the file that this rule applies to. Then, specify the Certificate type of Publisher or Certificate authority.

     • Not configured: Use this option when you don't want to use a certificate to validate the integrity of the file. When no certificate is used, you must provide a file hash.

   • File hash: The file hash is required when Signature source is set to Not configured, and optional when set to use a certificate.

   • Minimum version: (Optional) Use x.x.x.x format to specify a minimum version of the file that is supported by this rule.

   • File description: (Optional) Provide a description of the file.

   • Product name: (Optional) Specify the name of the product that the file is from.

   • Internal name: (Optional) Specify the internal name of the file.

   Select Save to save the rule configuration. You can then Add more rules. After adding all the rules this policy requires, select Next to continue.

4. On the Scope tags page, select any desired scope tags to apply, then select Next.

5. For Assignments, select the groups that receive the policy. For more information on assigning profiles, see Assign user and device profiles. Select Next.

6. In Review + create, review your settings and then select Create. When you select Create, your changes are saved, and the profile is assigned. The policy is also shown in the policy list.

Reusable settings groups

Endpoint Privilege Management uses reusable settings groups to manage the certificates that validate the files you manage with Endpoint Privilege Management elevation rules. Like all reusable settings groups for Intune, changes to a reusable group are automatically passed to the policies that reference the group. If you must update the certificate you use for file validation, you only need to update it in the reusable settings group a single time. Intune applies the updated certificate to all your elevation rules that use that group.

To create the reusable settings group for Endpoint Privilege Management:

1. Sign in to the Microsoft Intune admin center and go to Endpoint security > Endpoint Privilege Management > select the Reusable settings (preview) tab > and then select Add.

   

2. On Basics, enter the following properties:

   • Name: Enter a descriptive name for the reusable group. Name groups so you can easily identify each later.
   • Description: Enter a description for the profile. This setting is optional but recommended.

3. In Configuration settings, select the folder icon for Certificate file, and browse to a .CER file to add it to this reusable group. The Base 64 value field fills in based on the certificate selected.

   

4. In Review + create, review your settings and then select Add. When you select Add, your configuration is saved, and group is then shown in the reusable settings group list for Endpoint Privilege Management.

Policy conflict handling for Endpoint Privilege Management

Except for the following situation, conflicting policies for EPM are handled like any other policy conflict.

Windows elevation settings policy:

When a device receives two separate elevation settings policies with conflicting values, the EPM client reverts to the default client behavior until the conflict is resolved.

Note

If Enable Endpoint Privilege Management is in conflict, the default behavior of the client is to Enable EPM. This means the client components will continue to function until an explicit value is delivered to the device.

Windows elevation rules policy:

If a device receives two rules targeting the same application, both rules are consumed on the device. When EPM goes to resolve rules that apply to an elevation, it uses the following logic:

• Rules deployed to a user take precedence over rules deployed to a device.
• Rules with a hash defined are always deemed the most specific rule.
• If more than one rule applies (with no hash defined), the rule with the most defined attributes wins (most specific).
• If applying the proceeding logic results in more than one rule, the following order determines the elevation behavior: User Confirmed, Support Approved, and then Automatic.

Note

If a rule does not exist for an elevation and that elevation was requested through the Run with elevated access right-click context menu, then the Default Elevation Behavior will be used.

Next steps

• Guidance for creating Elevation Rules
• Reports for Endpoint Privilege Management
• Approving elevation requests
• Data collection and privacy for Endpoint Privilege Management
• Deployment considerations and frequently asked questions