Adding User Accounts Using the Online Portal

Use the following procedure for creating a new user account using the Online Portal:

1. Log on to the Office 365 Portal.

2. On the left side of the main page, click Users and Groups.

3. At the Users and Groups page, click on the plus symbol just above the user list.

4. At the Details page, mandatory fields for the new account are displayed, as shown in Figure 22.4. Enter the first name, last name, and username for the new user account. The display name is automatically derived from the First name and Last name fields but can also be edited manually if necessary.

Figure 22.4. Creating a new user account using the Office 365 Portal.

5. Use the drop-down menu at the end of the User name field to select from among the available domains for this user account. This list is automatically populated with domains that have already been verified for this Lync Online/Office 365 account.

6. Click on Additional details to display a number of optional fields that can be filled out, including job title, department, phone numbers, and addressing information. Fill out any fields that are desired, and then click Next.

7. At the Settings screen, if the user will be assigned administrative permissions to the Lync Online/Office 365 tenant, click Yes under the Assign role section, and use the drop-down menu to select the administrative role for the user. Also, enter the alternate email address of the user, which will be used to allow reset of the user’s password if it becomes lost or forgotten.

8. Under the Set User Location section, use the drop-down menu to select the user’s location, and then click Next.

9. At the Assign licenses screen, select the check box for the Lync Online plan that the user will be licensed for, along with any other Office 365 services and plans that the organization has a subscription for.

10. At the Send results in email page, keep the default selection of Send email if the username and temporary password for the new account should be sent to an administrator via email, and then enter up to five recipient email addresses separated by semicolons. When finished, click Create.

11. At the Results page, verify that the user account has been successfully created, and make note of the temporary password automatically generated. Click Finish to complete the procedure and return to the Users and Groups page, or click the link for Create another user to add another user account.