Retention Policy - SharePoint site exclusion - Site Admin permissions required
When trying to exclude a SharePoint site from a retention policy in the new unified retention policy section, you have to be an admin of the SharePoint site. If you are not a site admin, when you try to FIND the site so it can be selected, it returns no site found. Support have verified this is not a bug and is the way this works at the moment, but for a company which is only giving access to sites to people who need it, this behaviour needs changing so that a O365 Global Admin/SharePoint Admin can lookup sites.
Ironically this is still a problem 2 years later. Investigation show that adding site URLs in when creating the rules, but adding a site into Exclude section after policy is deployed will error. The message refers to permissions, but this is incorrect.
Workaround: If you list all sites included in a policy exclusion, edit policy and remove sites, and save - then reedit policy - add back original sites plus additional ones to be included the policy will save - without users permissions being changed.
Karen Glynn commented
I agree, I really don't want to become an admin of all the SharePoint sites I wish to exclude/include in a Retention Policy - it would be good if the Retention Policy would just allow a Global Admin who was creating or editing the Policy to see all sites regardless of their SharePoint/Teams permissions.After all sites may need to be retained/excluded from Retention that the SharePoint Admin can't access, but being able to see the URL of it in a Retention Policy isn't that same thing at all.
Madhup Sheen commented
Thank you for this information. I was so confused as I was not able to search and delete the sites in compliance retention policy.