Create and manage events policies

Completed

With the help of Microsoft Teams events policies, an administrator can control which users in the company can hold online events such as webinars and town halls, and which features will be available in the events they create. Microsoft Teams provides a global events policy that organizations can use. The Teams administrator can also create one or more custom events policies that can be tailored specifically to their organization's needs. After a custom policy is created, it must be assigned to a user or groups of users within the organization.

Create and manage events policies

To create a new events policy:

  1. In the Microsoft Teams admin center, in the left-hand navigation pane, select Meetings and then select Events policies.

  2. In the Events policies window, select +Add on the menu bar that appears above the list of policies.

  3. In the Event policies \ Add window, enter a name for your policy and optionally enter a description.

  4. Customize the following settings according to your preferences for this new policy:

    • Webinars and Town halls scheduling - Select the toggle to turn this option On or Off.
    • Who can attend webinars: select Everyone or Everyone in my organization excluding guests.
    • Customize events emails: controls whether organizers can customize the email template before sending.
    • Webinar registration form questions: Controls what type of questions the organizers are allowed to include in the registration form.
    • Allowed recording types for webinars and town halls: Controls which types of events can be recorded.
    • Use Microsoft ECDN: Turned on by default. Organizations with Teams Premium can configure an alternate eCDN that meets their requirements.
    • Townhall Chat Experience: Optimizes the chat experience during townhalls.

    Screenshot of the settings when adding a new events policy.

  5. Select Save to save your new policy.

Assign an events policy

After creating a new events policy, it will be displayed in the events policies window, where it will be ready for assignment with the following ways from Teams admin center:

Scenarios Details
Assign a policy directly to an individual user Go to Users > Manage users > Select a user > Policies tab > Assigned policies.
Assign a policy to a batch of users Option 1: Go to Users > Manage users > Select multiple users > Edit settings.
Option 2: Go to Events policies > Select the policy > Assign users.
Assign a policy to a group Go to Events policies > Group policy assignment > +Add and follow the configuration.
Assign a policy package directly to an individual user. Go to Users > Manage users > Select a user > Policies tab > Policy package.
Assign a policy package to a batch of users Go to Policy packages > Select the policy package > Manage users.
Assign a policy package to a group Go to Policy packages > Group policy assignment > +Add and follow the configuration.

Use PowerShell to assign event policies

Event policies can also be managed by using the following Windows PowerShell cmdlets:

  • Get-CsTeamsEventsPolicy
  • Set-CsTeamsEventsPolicy
  • New-CsTeamsEventsPolicy
  • Grant-CsTeamsEventsPolicy
  • Remove-CsTeamsEventsPolicy

Manage virtual appointments

The Virtual appointment template is a default meeting template in Microsoft Teams that your users can use to schedule virtual appointments with external guests, such as customers, clients, and other people outside your organization. For example, use it to schedule and conduct interviews, mentorship sessions, financial consultations, virtual shopping experiences, and more. The Virtual appointment meeting template with Teams Premium comes with the following options. You can't edit this template.

Option Default value Visibility Lock status
Security
Apply sensitivity label None Visible Unlocked
Who can bypass the lobby People in my org and guests Visible Unlocked
People dialing in can bypass the lobby Off Visible Unlocked
End-to-end encryption Off Visible Unlocked
Enable watermark for screen sharing Off Visible Unlocked
Enable watermark for video Off Visible Unlocked
Organizer can restrict participants from copying or forwarding meeting chat messages, live captions, and transcripts Off Visible Unlocked
Audio and video
Allow mic for attendees On Visible Unlocked
Allow camera for attendees On Visible Unlocked
Recording and transcription
Record meetings automatically Off Visible Unlocked
Who can record meetings Only organizers and coorganizers Visible Unlocked
Allow Copilot During and after the meeting Visible Unlocked
Roles
Announce when people dialing in join and leave Off Visible Unlocked
Meeting engagement
Meeting chat On during the meeting only Visible Unlocked
Allow reactions Off Visible Unlocked
Q&A Off Visible Unlocked
Manage what attendees see Off Visible Unlocked

You use meeting template policies in the Teams admin center to control which meeting templates are available to users in your organization. By default, the Global policy allows users to see and use all meeting templates, including the Virtual appointment template and any custom templates that you created.

If you want to make the template available to specific users or groups of users in your organization, you can create a custom meeting template policy, and then assign it to those users or groups.

Manage access to SMS notifications in the template

With Teams Premium, you can control whether your users can choose to send SMS text notifications to external guests in appointments that they schedule using the template. When this feature is enabled for a user, they see the SMS notifications option in the template.

  • If the user chooses Send text notifications (the default setting), external guests will receive appointment confirmation, update, and reminder text messages that include the Teams meeting join link and appointment details.

  • If the user chooses Don't send text notifications, external guests won't receive text messages about their appointment.

Note

This feature is currently available in Canada, the Netherlands, New Zealand, Norway, the United Kingdom, and the United States. Your users can send SMS text notifications to people who have a valid Canada (+1 country code), Netherlands (+31 country code), New Zealand (+64 country code), Norway (+47 country code), United Kingdom (+44 country code), or United States phone number (+1 country code). The text notifications are sent in the language of the meeting organizer.

You manage access to this feature for your users through policies that you set using the following PowerShell cmdlets:

  • New-CsTeamsVirtualAppointmentsPolicy
  • Set-CsTeamsVirtualAppointmentsPolicy
  • Grant-CsTeamsVirtualAppointmentsPolicy
  • Get-CsTeamsVirtualAppointmentsPolicy
  • Remove-CsTeamsVirtualAppointmentsPolicy

To enable or disable SMS notifications, set the EnableSMSNotifications parameter in the policy to $true (the default value) or $false.

For more information on managing Teams virtual appointment, see Manage the Virtual appointment meeting template in Microsoft Teams

Controlled-content meetings

The controlled content meeting template is only available to meeting organizers who have a Teams Premium license. This template comes with the following options:

Option Default value Visibility Lock status
Security
Apply sensitivity label None Visible Unlocked
Who can bypass the lobby People in my org and guests Visible Unlocked
People dialing in can bypass the lobby Off Visible Unlocked
End-to-end encryption Off Visible Unlocked
Enable watermark for screen sharing Off Visible Unlocked
Enable watermark for video Off Visible Unlocked
Restrict participants from copying or forwarding meeting chat messages Off Visible Unlocked
Audio and video
Allow mic for attendees On Visible Unlocked
Allow camera for attendees On Visible Unlocked
Recording and transcription
Record meetings automatically Off Visible Unlocked
Who can record meetings Only organizers and coorganizers Visible Unlocked
Allow Copilot During and after the meeting Visible Unlocked
Roles
Announce when people dialing in join and leave Off Visible Unlocked
Meeting engagement
Allow meeting chat On during the meeting only Visible Unlocked
Allow reactions Off Visible Unlocked
Q&A Off Visible Unlocked
Manage what attendees see Off Visible Unlocked