Microsoft 365 Copilot and oversharing: fix permissions first
A permission-cleanup and rollout checklist for firms of 50 to 500 people preparing for Microsoft 365 Copilot, grounded in Microsoft documentation.
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Review AI browser access and actions at a small firm: Comet’s controls, what OpenAI says replaced the retired Atlas, and an approval checklist.
Short answer: A small firm should approve an AI browser's permitted sites, information and actions before allowing it to work inside business accounts. OpenAI's help center says ChatGPT Atlas has been retired, so for a firm whose staff used it the live question is what is installed in its place. Perplexity publishes Comet controls for assistant activity and browsing context, but the firm still needs to verify the exact plan and settings it will use. Our recommendation is to begin with public information, a separate test account where needed and a person supervising every permitted action.
Obsidian Ridge offers the assessment below. Product statements are attributed to the vendors; the approval boundaries and test plan are our recommendations for a small firm.
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Request my free assessmentOur approval model separates three questions: what the assistant may read, where it may send information and what it may change. A permission to summarize a public page does not answer whether it may open a client portal, draft a message or submit a form. Write down those boundaries before choosing a broad instruction such as helping with a day's administration.
Make the review specific to a proposed task. For example, a firm could evaluate a browser assistant for comparing publicly posted conference schedules. The approved input would be public event pages; the result would be a draft comparison checked by an employee. Booking travel, entering payment information and sending invitations would remain outside that pilot. This is an invented use case, not a reported customer result.
Then list the accounts available in the test session. A pilot does not need a partner's normal browser profile full of client-system sessions. Our recommendation is to use the minimum account access required for the agreed task and inspect any connected services before beginning. Ask the administrator how the pilot can be stopped and its access removed.
For the broader review of installed agents and their reach, use AI agents on work laptops. This guide narrows that question to browser context, website permissions and delegated actions.
Then the decision is not whether to approve it. Atlas has stopped working: OpenAI's help center says it has been retired and no longer receives updates, and the release notes gave August 9, 2026 as the date it stops working. OpenAI: ChatGPT Atlas retirement, checked November 3, 2026.
So find what is installed in its place on each machine. OpenAI's release notes point two ways: “For deeper browser-based agentic work, try the ChatGPT desktop app”, and to the ChatGPT Chrome extension or sidebar where it is available. Whatever is there now is a new product decision and takes the same review as any other browser assistant — which account, which plan, which sites, what context, which actions. OpenAI release notes, checked November 3, 2026.
Ask about records before anybody deletes anything. OpenAI says Atlas browser data, including bookmarks, open tabs and browser history, will not transfer automatically, and tells workspace administrators to share the retirement article with members who used it. Ask counsel or the records owner about preservation obligations first, then record what was preserved, what was removed and what still needs a vendor answer. Do not treat uninstalling an application as proof that every connection or stored record went with it. OpenAI: ChatGPT Atlas retirement, checked November 3, 2026.
A replacement should receive its own review. Approval of a general chat service is not approval of every browser, extension or agent that uses that brand. The ChatGPT tool entry records what OpenAI publishes about that service plan by plan, and now carries the Atlas retirement; it is not a deployment guide for whatever took its place.
Perplexity's Privacy Snapshot describes controls for restricting assistant tasks by site and turning the assistant off. It also says a requested task can transfer browsing context to Perplexity. Our recommendation is to map the proposed task to those controls and test the result with public or fully invented content. Perplexity Privacy Snapshot, checked November 3, 2026.
Ask the vendor and administrator to distinguish personal settings from controls the organization can enforce. The enterprise page advertises domain restrictions, browser approvals and agent-task limits, but an advertised capability is not evidence that it is enabled for the firm's accounts. Obtain the plan-specific documentation, identify the administrator and capture the actual configuration used in the pilot. Comet Enterprise, checked November 3, 2026.
Use a short evidence table rather than a general privacy score:
| Decision | Evidence to collect | Test before approval |
|---|---|---|
| Permitted sites | Approved site list and responsible owner | An allowed task succeeds and a prohibited task is stopped |
| Available context | Vendor explanation and relevant settings | Inspect the test task and information it uses |
| Action authority | Written list of permitted and held actions | Confirm the reviewer can inspect and stop the task |
| Administrative control | Plan documentation and configuration record | Check whether a standard user can change the intended restriction |
| Exit process | Owner and current vendor instructions | Remove pilot access and verify the documented result |
The table is a proposed test plan, not a claim that every plan implements every control. If a necessary restriction cannot be demonstrated, narrow the task or hold approval. Use the Comet tool entry for the dated evidence on the browser itself, and the Perplexity tool entry for the wider service, while keeping the browser-specific review separate.
No. Decide what staff may delegate before relying on their ability to interrupt it. Perplexity describes watching actions and choosing whether the assistant browses once or automatically. It also describes pauses when the assistant recognizes important tasks. That description is not a promise that every action your firm considers sensitive will always trigger the same approval. Perplexity assistant controls, checked November 3, 2026.
Our recommendation is to keep sending, submitting, purchasing and changing business records outside the initial pilot. If a later use needs one of those actions, approve it separately and define the exact review point. Test with a disposable account and invented material before considering actual business information.
Have the observer practice stopping a harmless test task, then inspect what already happened. Record the difference between interrupting the remaining work and reversing completed actions. If the firm cannot tell what occurred, that is an unresolved operational question even when the final answer looks correct.
OpenAI's historical research describes prompt injection as malicious instructions embedded in content an agent processes, intended to redirect its behavior. A webpage or message can therefore be part of the task's information and an attempted source of instructions. This is the security issue the research discusses, not a claim that a particular Comet session has been compromised. OpenAI research, checked November 3, 2026.
Our practical response is to keep the task narrow and limit the information and actions available to it. Tell staff to stop and report unexpected destinations, requests for additional access or actions outside the approved purpose. Keep a person responsible for the result rather than treating fluent completion text as the evidence of what happened.
Review existing browser protections as a separate part of the pilot. The guide to controlling browser downloads explains the broader question of where business information can leave an application. A control tested in another browser should not be assumed to apply to a new assistant browser. Ask the administrator to demonstrate the actual path proposed for work.
For a law firm or financial adviser, bring proposed client-information use to counsel or the compliance officer before widening the pilot. Browser settings do not make the professional or recordkeeping decision.
Use the AI tool risk checker to organize unanswered questions and the AI policy builder to document the approved use. The AI-tool index provides dated vendor evidence. An assessment can identify agreed tools and access paths; approval still needs to identify the exact workflow the firm will operate.
Opened November 3, 2026:
Free 30-day AI security assessment
Obsidian Ridge's free 30-day AI security assessment finds the AI apps and agents running on staff devices, shows what client data and systems they can reach, and flags risky actions. A CISSP walks you through the findings and recommended fixes. Thirty days, no charge, no card. Implementation and any paid tools are separate.
Built for any size, from a one-person practice up.
Request my free assessmentLast updated
November 3, 2026. We refresh this content as the threat landscape and tools evolve.
FAQ
OpenAI’s help center says Atlas has been retired and no longer receives updates, and its release notes give August 9, 2026 as the date it stops working.
Our recommendation is to find what is installed on the machine now, review that under the same approval rules, and ask the records owner before deleting anything.
Our recommendation is to review the browser separately. Identify its exact account, plan, available context, permitted sites and actions before approving a work task.
No. Perplexity publishes assistant and enterprise controls, but the firm must verify which are available and enforced for its plan, then define the information and actions allowed.
Our recommendation is to keep sending, submitting, purchasing and changing business records outside an initial pilot. Test interruption and inspect what already happened before approving additional actions.
Choose one task using public information or fully invented data, with minimal account access and a person supervising. Record allowed sites and actions, test the controls and document an approval or hold.
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