Microsoft 365 Onboarding

Find the Active Users

• Log into the Microsoft 365 Admin Center
• In the left margin click on Active users

• Scroll down the list and click on the Name of the New User (in this example we'll use Larry McCague)

Review the New User

We need to review each of the following items for the New User

• Contact Information
• Groups
• Licenses and apps

Contact Information

• Click Manage contact information on the user account

• Most Basic Info will already be filled out. Fill in any details that are missing:
  • First name
  • Last name
  • Display name
  • Job title
  • Department
  • Office
• The Contact Info needs added to the user. Fill in the following details:
  • Office phone (use their work number, either cell or desk, depending on the position)
  • Fax number & Mobile phone (leave blank)
  • Street address, City, State, Zip, and Country
    • Use the address of the location they work out of
    • Non-sales, work from home users typically have the KMC address (Mel, Penny, ect.)
  • Click Save changes at the bottom
  • Click the X or back arrow at the top of the screen

Groups

• You may need to click on the User again from the Active users list.
• From the User Account click Manage groups

• Here you'll see all the groups that User is in

• Braden typically adds the user to some groups, but they don't have great documentation (blame Jake). It's worth reviewing to make sure we hit all categories of groups, such as:
  • Business (KMC, RPM, or both?)
  • Location
  • Department (specifically their voicemail group)
• Click Assign memberships to search for additional groups

• The quickest way to find the appropriate groups is to search for the Location where the employee works
• Larry works in Fort Wayne, so that's what I searched for:

• Here we can check the boxes for Fort Wayne (the location) and Service Voicemail - Fort Wayne (for his department) then click the Add button at the bottom.

• Repeat this process by searching for All Staff groups, and add the user to the organization-wide group (AllStaff@kmcturf.com), as well as the group for the business (RPM/KMC) and location.

• If the person works with both KMC and RPM then there is one more group to add them to
• Search for Signature and add them to the KMC_RPM_Signature group
• Adding someone to this group ensures their email signature will have both KMC and RPM instead of aligning with the email address (e.g. kmcturf.com = KMC signature)

Licenses and Apps

• The last thing we need to check is that the user has a Microsoft 365 Business Premium license applied to their account.
• Check this by clicking the Licenses and apps tab on the user

• Make sure there is a check mark next to Microsoft 365 Business Premium
• If there is not a check then select it and click Save changes at the bottom