Add users & assign licenses

Objective

The aim of this tutorial is to show you how to add users and assign licenses. Each person in your team must have a user account. This is a prerequisite for logging in and accessing Microsoft 365 Business.

Process

System Admin
Add users and set up basics
System Admin
Add product licenses

Prerequisites

  • You are a global license or user administrator
  • You have already bought PowerPlatform licenses from Hubdrive (if not: contact us)
  • You have clicked on the authentification link in the email our Finance Team sent to you
  • We have booked your PowerPlatform licenses into your tenant
    • You can check this in the Microsoft 365 admin center:
    • Under 'Billing' click on 'Your products'
    • All licenses booked into your tenant are displayed in this list

Click Through

  • Start in the Microsoft 365 Admin Center
  • In the left-hand menu, click on Users, then select Active users
  • Click on Add a user
  • The basics are now set up:
    • First and Last name
    • Display name
    • Username & Domains
    • Select whether a password should be created automatically
    • Decide whether the user should be prompted to change their password the first time they log in
    • Decide whether the password should be sent by e-mail on completion
  • Click on Next
  • Next, assign product licenses:
    • In Select location, select the country in which the user is located
    • Assign the following licenses to the user:
      • Your previously selected Microsoft 365 Office plan
      • The PowerPlatform license you ordered from us
  • Click on Next
  • Configure the Optional settings:
    • Expand Roles to set the user as an administrator
    • Expand Profile info to add further information about the user (e.g. position, department, office)
  • Click on Next
  • Finally, check all information and select Finish adding
  • Click on Close

Hint

  • For the subsequent installation of the HR for Dynamics solution, you will need a generic user (not an employee, in case they leave the company). Setting up the generic user is part of the next tutorial.
  • When assigning the license, make sure that the license contains the respective Dynamics apps.

Result

The screenshot shows the final step of the process of adding users.
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HR