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How do I set up a new user in Microsoft 365?

This article will show you how to create a new user in Microsoft 365 (formerly Office 365).

The step-by-step instructions outlined below will show you how you can create a new user, which will create a new login for your Microsoft 365 package. For example, you may wish to provide each new employee with their own email address.

Please note: You’ll need to set up any existing accounts as users before you can purchase new ones. You can do this in your Email & Office Dashboard.

Depending on when you purchased your Microsoft 365 package, you may need to follow a different set of instructions. Simply click on a title below to skip to the most appropriate option:

Purchased after September 2023

Step 1 of 6

Start by signing in to your Email & Office Dashboard.

 

Step 2 of 6

From there, select Set up accounts.

 

Step 3 of 6

Next, select the domain you wish to use and click Continue.

 

Step 4 of 6

If you have more than one Microsoft 365 account available, you’ll need to select your preferred plan from the provided list and click Get started. If you only have one Microsoft 365 account, you can skip this step.

If, however, you don’t have any users, you’ll need to buy a new Microsoft 365 plan.

 

Step 5 of 6

You will now be taken to the ‘Create new email account’ page. Depending on how many accounts you have available, you can either create one email account or multiple accounts by selecting the appropriate tab.

Once you’ve done this, you will then need to enter a few details for your email user.

If you’re only creating a single email, the following information will be needed:

  • Username: the prefix that appears before the ‘@’ symbol. For example, this could be ‘info’, ‘sales’ or ‘john.smith’
  • First name: your user’s first name.
  • Last name: your user’s surname.
  • Account type: this should be a Microsoft 365 account.
  • Share contacts and files with: the user you want to share email contacts, calendars and files with. If, however, you’d rather not share this information, select Do not share. You can only select this option when setting up a user on a different domain and you wish to link the domains together.
  • Administrator permissions: whether you want to make the user an administrator, which will allow them to create email aliases and edit contacts.
  • Password: your user’s account password. You can also use a temporary password if you’d rather.
  • Send account info to: where you want account notifications to be sent to, which can include up to 5 email addresses.

 

If you’re creating multiple emails, the following information will be needed:

  • Admin: whether you want to make the user an administrator, which will allow them to create email aliases and edit shared contacts.
  • Username: the prefix that appears before the ‘@’ symbol. For example, this could be ‘info’, ‘sales’ or ‘john.smith’
  • First name: your user’s first name.
  • Last name: your user’s surname.
  • Account type: this should be a Microsoft 365 account.
  • Send account info to: the email address you want to send the users sign-in information and notifications to.

Please note: If you wish to restore a user that was deleted, you’ll need to create a single email.

 

Step 6 of 6

Once you’ve done this, click Create or Create Account(s). You’ll receive a notification email once the account is set up and ready for use.

 

Purchased before September 2023

Step 1 of 4

Start by accessing your Microsoft 365 dashboard.

 

Step 2 of 4

From there, select Create User below your list of users.

 

Step 3 of 4

This will open a pop-up window where you can create your new user. Fill out each field and choose which kind of package the user can have, and whether or not they are an admin account.

Once complete, click on the Add User button.

 

Step 4 of 4

After a few moments, you’ll be directed back to the Dashboard where you’ll see a message informing you that the user was added successfully.