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User Creation and Onboarding | centrexIT Knowledge Center
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Phase Diagnostics User Creation and Onboarding

KB00003222
Shawn Lindell Work Instruction 1 min
Publishedv2
  1. Log onto M365 (credentials in 1Password). Please note this is also setup with MFA. Code is sending to Pulse SMS
  2. Once log on, go to Admin Center > Users > Active Users
  3. Put in user’s first and last name
  4. Display name should be populated
  5. The username would be based on what the email address is asked for in the new user form. Normally, it should be firstname.lastname@phasesci.com
  6. Setup any other email address as specified
  7. Set password using the format PS2022##! (where ## is the initials of the user)
  8. Do not select “Require this user to change their password when they first sign in”
  9. Click Next
  10. Select the user’s location.
  11. ** “Should be United States” unless otherwise specified **
  12. Assign license for M365 suite (should be M365 Standard & Azure P1 unless otherwise specified)
  13. There should be no optional settings unless otherwise noted
  14. Click on Finish adding and close
  15. Go back to Active User and look for the new user created and click on Manage Groups
  16. Add the user to the groups mentioned
  17. If it needs to create new ones, please do so
  18. For the software setup, please see the below list:
  19. For Zoho, contact Chris Pham – chris.pham@phasesci.com – see KB00003197
  20. For Fishbowl, contact Richard Vargas – Richard.vargas@phasesci.com – see KB00003197
  21. IT - ITSupport@phasesci.com  -see KB00003197