#Create or Invite a User

Click Users on the left navigation pane and refer to the following sections to the instructions on user creation and inviting.

#Create an On-Premises User

To create an on-premises user, complete the following steps:

1. In the Users tab, click Create on the ribbon.

2. In the Create user panel, complete the following configurations.

   • Basic information – Provide the basic information of the user, including:

     • Display name – Enter the display name of the user.

     • Domain – Select the domain.

     • Create in – Select the organization unit to create the user in.

     • User logon name – Fill in the user logon name.

     • First name and Last name – Enter the first and last name of the user.

     • Password settings – Configure whether to manually enter a password or to automatically generate one. Then configure the other password security settings including:

       • Require this user to change their password when they first sign in

       • Send password in email upon completion

       • User cannot change password

       • Password never expires

     • Create an on-premises mailbox – Select whether to create an on-premises mailbox for the user. If so, make sure Exchange PowerShell has been installed in your environment and the mailbox will be created in the default database.

     • Preferred language – Select the user’s preferred language.

     • Block sign-in – Select whether to block the user from signing in.

     *Note: If Create an on-premises mailbox is selected, when you are using Exchange Server 2016 with the and only have the Management tools server role installed, follow the steps below to ensure the mailbox creation:

     1. Find and copy the Microsoft.Exchange.ManagedLexRuntime.MPPGRuntime.dll file in the Exchange Server.

     2. Navigate to the folder in which the Management tools is installed.

     3. Paste the file to the bin folder.

   • Profile – Enter the profile for the user, including:

     • Job title

     • Department

     • Company name

     • Manager

     • Office

     • Office phone

     • Mobile phone

     • Fax number

     • Email address

     • Street address

     • City

     • State or province

     • ZIP or postal code

     • Country or region

   • Licenses and apps (cloud setup) – The license and app setups are only available for cloud users. Therefore, if you select licenses and apps for this user in this setup, the licenses and apps will only be assigned after the user is synchronized to the cloud.

     To assign the licenses, select the Usage location and then select the licenses to assign to the user. Then, in the Apps section, select the apps that this user can access.

   • Settings

     • Groups – Click Manage Groups to add the user to specific Groups. You can add the user to both on-premises groups and cloud Groups. However, membership in cloud Groups will only be assigned after the user is synchronized to the cloud.

     • Roles (Cloud setup) – Click Manage roles to assign cloud roles to this user. The roles will only be assigned after the user is synchronized to the cloud.

     • Administrative units (cloud setup) – Click Manage administrative units to assign cloud roles to this user. The administrative units will only be assigned after the user is synchronized to the cloud.

3. Click Save.

#Create a Cloud User

To create a user, complete the following:

1. In the Users tab, click Create on the ribbon.

2. In the Create user panel, complete the basic information:

   • User type – Select Create user from Create user and Invite user.

   • Upload – Upload a photo image for the user.

   • Display name – Enter the display name for the user.

   • Tenant – Select the tenant that the user belongs to.

   • Username – Enter the username for the user and select the email address domain.

   • First name – Enter the optional first name for the user.

   • Last name – Enter the optional last name for the user.

   • Password settings – Select the following password settings:

     • Manually configure a password – To manually enter the password for the user. Note that if you manually configure a password for the user, you must use a strong password. A strong password is required. Strong passwords are 8 to 256 characters and must combine at least three of the following: uppercase letters, lowercase letters, numbers, and symbols.

     • Automatically create a password – A password will be automatically created, and you can click the Copy () button for password copy and preserve.

     • Require this user to change their password when they first sign in – Select this, and the user will be required to change their password when they first sign in with their Microsoft 365 account created here.

     • Send password in email upon completion – Select this to send the password to the user via email after the creation is completed.

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

   • Block sign in – Enable this to block the user from signing in with this account on all platforms.

Click Next.

3. Complete the optional profile for the user. Click Next to proceed.

4. Assign Licenses and apps to the user. Complete the following settings:

   • Usage location – Select the usage location of the user. This will affect the licenses and products available for the user.

   • Assign user a product license – Select the licenses you want to assign to the user.

   • Create user without product licenses (not recommended) – Select if you do not want to assign any licenses to this user. However, this is not recommended since the user with no license may have limited or no access to Office 365.

   • Apps – Select the scopes for the apps in Show app for. Then select the app you want to assign to this user. There will be no apps to show if no product licenses were selected above.

   Click Next.

   *Note: You need to have the Assign licenses and apps permission to manage the user license when creating users. For more information on permissions, refer to Permissions.

5. Complete the settings, including:

   • Groups – To add this user to Groups, complete the following steps:

     1. Click Manage Groups.

     2. In the Manage Groups panel, click Assign memberships.

     3. Select the Groups listed in the Assign memberships panel. Only the first 50 results are shown in the list. You can search by group name for specific results.

     4. Click Add to add the selected Groups in the list in the Manage Groups panel. You can select the unwanted Groups and click Remove to remove the Groups from the list.

     5. Click the to go back to the Settings panel.

   • Roles – To assign roles to this user, complete the following steps:

     1. Click Manage roles. The Roles panel appears.

     2. Select from User (no admin center access) and Admin center access to assign roles to the user.

     3. To select roles other than admin center access related roles, expand the Show all by category list, and select the roles you want to assign.

        For detailed roles and their descriptions, refer to the .

     4. Click Add to assign the roles and go back to the Settings panel.

     *Note: You need to have the Manage admin roles permission to manage the user role. If not, the user role of the created user will be User with no Admin center access. For more information on permissions, refer to Permissions.

   • Administrative units – To assign the user to administrative units, complete the following steps:

     1. Click Mange administrative units.

     2. In the Manage administrative units panel, click Assign to administrative units.

     3. Select the administrative units listed in the Assign to administrative units panel. Only the first 50 results are shown in the list. You can search by administrative name for specific results.

     4. Click Add to add the selected administrative units in the list in the Manage administrative units panel. You can select the unwanted administrative units and click Remove to remove them from the list.

     5. Click the to go back to the Settings panel.

6. Click Finish.

#Invite a Cloud User

Invite a new guest user to collaborate with your organization. The user will be emailed an invitation they can accept to begin collaborating.

To invite a user, complete the following steps in the Users > Users tab:

1. Click Create user. The Create user panel appears.

2. Complete the basic information:

   • User type – Select Invite user from Create user and Invite user.

   • Display name – Enter the display name for the user.

   • Tenant – Select the tenant that the user belongs to.

   • Email address – Enter the email address of the user.

   • Send welcome email – Configure whether to send a welcome email to the invited user. If not selected, the invited user will not receive the welcome email sent by Microsoft. Make sure you have other configurations for the guest user to activate the account or access shared resources.

   • First name – Enter the optional first name for the user.

   • Last name – Enter the optional last name for the user.

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

   • Block sign in – Enable this to block the user from signing in with this account on all platforms.

   • Personal message – Enter a personal welcome message to the user.

   Click Next to proceed.

3. Complete the optional profile for the user. Click Next to proceed.

4. Assign licenses and apps to the user. Complete the following settings:

   • Usage location – Select the usage location of the user. This will affect the licenses and products available for the user.

   • Assign user a product license – Select the licenses you want to assign to the user.

   • Create user without product licenses (not recommended) – Select if you do not want to assign any licenses to this user. However, this is not recommended since the user with no license may have limited or no access to Office 365.

   • Apps – Select the scopes for the apps in Show app for. Then select the app you want to assign to this user. There will be no apps to show if no product licenses were selected above.

   Click Next to proceed.

5. Complete the settings, including:

   • Groups – To add this user to Groups, complete the following steps:

     1. Click Manage Groups. The Manage Groups panel appears.

     2. In the Manage Groups panel, click Assign memberships.

     3. Select the Groups listed in the Assign memberships panel. Only the first 50 results are shown in the list. You can search by group name for specific results.

     4. Click Add to add the selected Groups in the list in the Manage Groups panel. You can select the unwanted Groups and click Remove to remove the Groups from the list.

     5. Click the to go back to the Settings panel.

   • Roles – To assign roles to this user, complete the following steps:

     1. Click Manage roles.

     2. In the Roles panel, select from User (no admin center access) and Admin center access to assign roles to the user.

     3. To select roles other than admin center access related roles, expand the Show all by category list, and select the roles you to assign.

        For detailed roles and their descriptions, refer to the .

     4. Click Add to assign the roles and go back to the Settings panel.

   • Administrative units – To assign the user to administrative units, complete the following steps:

     1. Click Manage administrative units.

     2. In the Manage administrative units panel, click Assign to administrative units.

     3. Select the administrative units listed in the Assign to administrative units panel. Only the first 50 results are shown in the list. You can search by administrative name for specific results.

     4. Click Add to add the selected administrative units in the list in the Manage administrative units panel. You can select the unwanted administrative units and click Remove to remove them from the list.

     5. Click the to go back to the Settings panel.

6. Click Finish to create the user.