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User Creation and Onboarding | centrexIT Knowledge Center
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Prosperity Now User Creation and Onboarding

KB00041525
Shawn Lindell Work Instruction 1 min
Publishedv3

See New User Spec Sheet sent with new user request.

  1. Access the Microsoft 365 Admin portal to create the new user: https://admin.microsoft.com/Adminportal/Home#/homepage

  2. Go to the admin center and select active users then “Add a user”

  3. Create the new user with the specified display name and username

    Username will be first initial last name ex: tuser

    Either generate a password autommatically or use the service desk standard (COMPANYyearinitials!) example: PN2024tu!

  1. In “Product Licenses” assign appropriate licenses for new user. Typically E3, Defender for Endpoint, Defender for Micorosft 365, and Entra ID P2.
  2. In “Optional Settings” Fill in all provided profile information: Employee title, location, manager, contact info.
  3. All users need to be added the “PN Staff” group to log in to Azure AD.
  4. Add user to other requested groups and distribution lists. With rare exception, users will only need M365 as most, if not all, of their cloud apps are SSO from M365.