#Create a Cloud User

Refer to the following steps to create a cloud user:

1. Under the Users / All users tab, click Create > Create cloud user to open the Create cloud user page.

2. In the Basic information step, complete the following information:

   • First name – The first name of the user.

   • Middle name – The middle name of the user.

   • Last name – The last name of the user.

   • Company name – Enter the company name.

   • Location – Select the location of the user. If there is no desired location, click Create to create a new location.

   • Display name – The display name of the user.

   • Employee ID – The employee ID of the user.

   • Require user to change password at the first sign-in – Turn on the toggle if you want the user to change the password at their first sign-in.

   • Automatically generate a password – If you select the checkbox, Elements will randomly generate a password for this user. If you want to set a custom password, leave the checkbox unselected, enter the desired password, and repeat the password to confirm it.

   • Usage location – Select the usage location of the user.

   • Country or region – Select the country or region of the user.

   • Preferred language – Select the preferred language for the user.

3. Click Next.

4. In the Employee step, complete the following information:

   • Start date – Set the date when the user account can sign-in Microsoft 365.

     *Note: If the license assignment effective date is globally configured for tenants, the effective date will appear. You can also modify the date by selecting a new date from the calendar.

   • End date – Set the date when the user account will be blocked from signing in.

   • Job title – Select the job title of the user. If there is no desired job title, click Create to create a new job title.

   • Department – Select the department of the user. If there is no desired department, click Create to create a new department.

   • Manager – Enter the manager’s name.

5. Click Next.

6. In the Contact information step, complete the following information:

   • Alternate email address

   • Mobile phone

   • Business phone

7. Click Next.

8. In the Mail step, enter the email address.

9. In the Assign roles step, select the functional roles you want to assign to the user.

10. In the Assign groups step, groups within the selected tenant are categorized by type. Select the groups you want to assign to the users created with this template.

    • Security group

    • Microsoft 365 Group

    • Mail-enabled group

    • Distribution group

11. In the Assign licenses step, select the product licenses you want to assign to the user.

    Note the following:

    • If there are no available licenses and the tenant is not connected to a marketplace, license assignment will be unavailable.

    • If the tenant is connected to a marketplace, license assignment remains available even when there are no available units. After selecting it, a license request will be automatically created. For detailed instructions on connecting a tenant to a marketplace, refer to Marketplace.

12. In the Add device step, select a laptop device that you want to add for the user.

13. Click Next.

14. In the Review step, you can verify all entered information and edit information if needed. If no more updates are needed, click Create to create the user.