Documentation Using the Administrator Web Portal for Office 365 Management

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Performing tasks in the Administrator Web Portal

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How To:

█ View Object Change History

Viewing Changes made to a user

  1. Click the Microsoft Office 365 Administrative Unit then click the Users query
  2. Enter the name of the object in the search field and click Search or press ENTER
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Change History

█ Work with Office 365 Accounts

Create a New User

  1. Click the Office 365 Administrative Views then click AD Users
  2. On the Actions menu, click New User
  3. Enter the new user’s First and Last Name and verify the automatically generated values on the form.
    Optionally, you can complete Job Title, Department and Office
  4. Verify or select the proper location from the Location menu
    This value is required if the user will be assigned an Office 365 License
  5. To set a Manager, locate and click the Change button at the right of the Manager attribute
  6. To assign an Office 365 License, verify the Assign License option is chose
  7. Click the License Option link to see the Office 365 License dialog
    NOTE: If the License Option link is not displayed on the dialog box proceed to step 9
  8. Choose the desired license and option for the user then click OK
  9. Click Next
  10. To let the system create a complex password set the Auto- generated password option
    To enter a custom password click the Type password Option and enter a password
  11. Check the desired options for how the account settings will be applied to the new account
  12. Click Create
    After a few moments a green or red indication balloon will appear at the top right of the portal. Clicking the ACTIVITIES icon will display the results of the account creation

Reset a Password

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search or press ENTER
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Reset Password
  5. Under Password, choose to use the system generated password or click Type Password to enter a new password.
  6. Under Email notification, choose not to send the password or click Send to, to enter a new email address of someone who will receive a copy of the user’s new password by e-mail.
  7. Check User must change password at next logon to force the user to change the password
  8. Check unlock account if the account is in the locked out state
  9. Enter a comment that will be recorded in the operational history log
  10. Click Reset Password.
  11. After the confirmation is displayed, click Close

QuickActionsButtonReset a Password (Quick Action)  (To be included in a future release)

Quick Actions are on-screen features that put the most used features at your finger tips. To enable quick actions in Cayosoft Administrator 4.1 or later click the
lighting bolt icon on the toolbar to reveal the quick action pane.

QuickAction-ResetPassword

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search or press ENTER
  3. Click the check mark to the left of the user’s name
  4. In the Reset password Quick Action, enter and confirm a password
    Exclimation(Optionally, click the exclamation mark to generate a complex password.)
  5. Check User must change password  to force the user to change the password at next logon
  6. Check unlock account if the account is in the locked out state
  7. Click Reset to complete the task
  8. Click Activities at the top right of the web portal to see a confirmation message.

QuickActionsButtonAdd a user to a group (Quick Action)  (To be included in a future release)

Quick Actions are on-screen features that put the most used features at your finger tips. To enable quick actions in Cayosoft Administrator 4.1 or later click the
lighting bolt icon on the toolbar to reveal the quick action pane.

QuickAction-Addtogroup

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search or press ENTER
  3. Click the check mark to the left of the user’s name
  4. SearchIn the Add to group Quick Action, enter a group name and click the search icon
    TIP: You can add the user to multiple groups by separating the group names with a semicolon ;
  5. Verify the group name(s) was displayed below the search field
    If the group was not found, try specifying more of the group name and searching again.
  6. Click Add to group to complete the Quick Action.
  7. Click Activities at the top right of the web portal to see a confirmation message.

Add a user to a group (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Add to a group
  5. In the Add to Group(s) dialog box, click +Add
    Enter the name of the group in the search field and click Search Objects
    Click the check mark to the left of the group’s name then click OK
    Enter a comment that will be recorded in the operational history log
  6. Click Add

Suspend a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Suspend
  5. Select the date the user will be suspended, or leave the default to suspend the user immediately
  6. Enter a comment that will be recorded in the operational history log
  7. Click Suspend

Un-Suspend a User (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Undo Suspend
  5. Select the date the user will be un-suspended, or leave the default to un-suspend the user immediately
  6. Enter a comment that will be recorded in the operational history log
  7. Click Undo Suspend

Move user to a new department (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Move
  5. Click Browse
  6. Enter the name target Organizational Unit (OU) in the search field and click Search Objects
  7. Click the check mark to the left of the OU’s name then click OK
  8. Enter a comment that will be recorded in the operational history log
  9. Click Move

Delete a user (To be included in a future release)

TIP: Consider using Suspend User instead of Delete

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Delete
  5. Enter a comment that will be recorded in the operational history log
  6. Click Delete

View or Change User Properties

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties

Prevent Sign-in for a User (Block Credentials)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Prevent Sign-in

Allow Sign-in for a User (Unblock Credentials)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Allow Sign-in

Set Expiration Date for a User (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties
  5. Click the Settings tab at the top
  6. Under the Account Expires section click End of
  7. Click the calendar icon and select an expiration date
  8. Click Update

Set or update a Job Title, Department, or Office for a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties
  5. Click the Organization tab at the top
  6. Type a Job Title or Department for the user
  7. Click Update

Set or update a Manager for a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties
  5. Click the Organization tab at the top
  6. Click Change to the right of the Manager field
  7. Enter the manager’s name in the search field and click Search Objects
  8. Click the check mark to the left of the manager’s name then click OK
  9. Click Update

Remove a User from a Group

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties
  5. Click the Member of tab at the top
  6. Click the check mark to the left of the group name(s) from which the user is to be removed then click Remove
  7. Click Update

Rename a User (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Rename
  5. In the top half of the Rename dialog box, change the name as needed.
  6. In the lower half of the Rename dialog box, check the options as needed
  7. Click Update

Assign a Office 365 License to a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Office 365 Licnese

Enable/Disable Multi-Factor-Authentication for a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click MFA Settings
  5. From the Multi-factor Authentication drop-down, choose the desired setting
  6. Click OK

 

█ Work with User Mailboxesdivider

Mailbox Enable a User

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Office 365 License
  5. Assign a new license that has an Exchange mailbox option or expand an existing license and add an option that has the Exchange mailbox option
  6. Click OK
  7. After the confirmation is displayed, click Close

View User Mailbox Properties

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox

Update User Email SMTP Addresses (Email Proxy Address)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. The Email address tab should already be shown
  6. In the Add new email address field enter the new email address suffix then select the target domain name from the drop-down list to the right of the @ symbol
  7. Click the + button to add the address to the E-mail addresses list
  8. If the new address should be the Primary e-mail address of the user, under the Primary column, click the [Set as Primary] option then click Yes to confirm the change
  9. Click Update

View Mailbox Last Logon, Capacity, Server Details and Location

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Usage Tab
  6. Check the Hide this mailbox from address lists option
  7. Click Update

Set mailbox Sharing policy

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Features Tab
  6. From the Sharing policy drop-down,select the desired policy
  7. Click Update

Set mailbox Retention policy

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Features Tab
  6. From the Retention policy drop-down,select the desired policy
  7. Click Update

Set mailbox Role Assignment policy

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Features Tab
  6. From the Role assignment policy drop-down,select the desired policy
  7. Click Update

Set mailbox Address policy

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Features Tab
  6. From the Role assignment policy drop-down,select the desired policy
  7. Click Update

Hide a mailbox from address lists

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Mailbox Features Tab
  6. Check the Hide this mailbox from address lists option
  7. Click Update

Enable Mailbox Archive

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the Archive option
  7. Click Update

Enable Mailbox Litigation Hold

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the Litigation Hold option
  7. Set the duration in days
    NOTE: The Litigation Hold setting may take up to 60 minutes to take effect
  8. Click Update

Enable mailbox auditing

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Check the Enable mailbox auditing option
  7. Click Update

Enable/Disable Outlook Web App

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the Outlook Web App option
  7. Click Update

Enable/Disable ActiveSync

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the ActiveSync option
  7. Click Update

Enable/Disable MAPI

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the MAPI option
  7. Click Update

Enable/Disable POP3

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the POP3 option
  7. Click Update

Enable/Disable IMAP4

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the IMAP4 option
  7. Click Update

Enable/Disable Clutter

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Features Tab
  6. Set the Enable/Disable option below the Clutter option
  7. Click Update

Set a Forwarding Address for a Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delivery  Options Tab
  6. Set the Not Set/Forward option below the Forwarding Address option
  7. Click Change to select a mailbox to which the mail will be forwarded
    (Optionally you can clear the forwarding address by clicking the small arrow to the right of the Change button)
  8. Check the Deliver message to both forwarding address and mailbox if you want mail to be delivered to both
  9. Click Update

Set a Recipient limit for a User’s Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delivery Options Tab
  6. Set the Not Set/Set option below the Recipient limit option
    (This value is static for Office 365)
  7. Enter a number in the Maximum recipients field
  8. Click Update

Set mailbox to accept messages from specific users

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Restrictions Tab
  6. Set the Accept messages from to Only senders in the following list
  7. Click Add, search for users or groups that should be added to the Accept list then click OK
  8. Click Update

Set mailbox to require message senders be authenticated users

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Restrictions Tab
  6. Check the Require that all senders are authenticated
  7. Click Update

Set mailbox to reject messages from specific users

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Restrictions Tab
  6. Set the Reject messages from to Only senders in the following list
  7. Click Add, search for users or groups that should be added to the Accept list then click OK
  8. Click Update

Restrict message size sent by a Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Restrictions Tab
  6. Click Set to below the Sent messages option
  7. In the Maximum message size (kb) field enter the maximum size of a message that can be sent from this mailbox.
  8. Click Update

Restrict message size received by a Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Restrictions Tab
  6. Click Set to below the Received messages option
  7. In the Maximum message size (kb) field enter the maximum size of a message that can be sent from this mailbox.
  8. Click Update

Grant Send on Behalf to a User’s Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Send on Behalf section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Grant Full Access to a User’s Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Send As section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Grant Send as to a User’s Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Full Access section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Add or Change a User’s Out-of-office Message

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click Automatic Replies
  6. To add a message click the Send or Send (scheduled) option and enter the message
  7. To update a message first verify the Send or Send (scheduled) option is already selected and that the message is visible – if not you may need to choose the Outside my Organization option
  8. Enter the message that should be sent as an automatic reply
  9. Click Update

Convert to Shared Mailbox (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Convert to Shared Mailbox
  5. If the Office 365 license should be removed, check the Remove license button.
  6. Click Convert

█ Work with Shared Mailboxesdivider

Create a New Shared Mailbox

(To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. On the Actions menu, click new User
  3. Enter the Name of the new Shared Mailbox and verify the automatically generated values on the form.
  4. Under Mailbox Type, select either Exchange On-premises or Exchange Remote.
    (If On-premises Exchange is not configured the mailbox type will automatically to an Office 365 Mailbox. If both Exchange and Office 365 extensions are disabled Shared Mailboxes cannot be created)
  5. Click Create
  6. After the confirmation is displayed, click Close

View Shared Mailbox User Properties

  1. Click the Microsoft Office 365 Administrative Unit then click Mailboxes-Shared
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Properties

View Shared Mailbox Mailbox Properties

  1. Click the Microsoft Office 365 Administrative Unit then click Mailboxes-Shared
  2. Enter the name of the shared mailbox in the search field and click Search Objects
  3. Click the check mark to the left of the shared mailbox’s name
  4. On the Actions menu, click Mailbox

Update Shared Mailbox Email SMTP Addresses

  1. Click the Microsoft Office 365 Administrative Unit then click Mailboxes-Shared
  2. Enter the name of the shared mailbox in the search field and click Search Objects
  3. Click the check mark to the left of the shared mailbox’s name
  4. On the Actions menu, click Mailbox
  5. The Email address tab should already be selected
  6. In the Add new email address field enter the new email address suffix then select the target domain name from the drop-down list to the right of the @ symbol
  7. Click the + button to add the address to the E-mail addresses list
  8. If the new address should become the Primary e-mail address of the user, under the Primary column, click the check box to the left of the new e-mail address
  9. Click Update

Grant Send on Behalf to a Shared Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Send on Behalf section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Grant Full Access to a Shared Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Send As section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Grant Send as to a Shared Mailbox

  1. Click the Microsoft Office 365 Administrative Unit then click Active Users
  2. Enter the name of the user in the search field and click Search Objects
  3. Click the check mark to the left of the user’s name
  4. On the Actions menu, click Mailbox
  5. On the Mailbox dialog click the Delegation Tab
  6. In the Full Access section click Add
  7. Search for and select the recipient that will receive the permission then click OK
  8. Click Update

Grant a User Access to a Shared Mailbox through Groups
(This feature will be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click Mailboxes-Shared
  2. Click the check mark to the left of the user’s  name
  3. On the Actions menu, click Add to Group
    Click +Add
    Enter the name of the shared mailbox in the search field and click Search Objects
  4. Click the check marks to the left of the shared mailbox’s security group name(s)
    SharedMailboxName-FullAccess delegates Full Access to the user
    SharedMailboxName-SendAs delegates Send As to user
  5. Click OK then click Add

 

█ Work with Groupsdivider

Add or Remove Users to or from a Group

  1. Click the Microsoft Office 365 Administrative Unit then click the type of group you want to manage
    Groups-Distribution : This group type represents Exchange Online Email Distribution Groups
    Groups-Office : This group type represents Office 365/Azure AD Unified Groups
    Groups-Security : This group type represents Azure AD Security Groups
  2. Enter the name of the group in the search field and click Search Objects
  3. Click the check mark to the left of the group’s name
  4. On the Actions menu, click Properties
  5. Click the Members Tab at the top of the dialog box
  6. To Add a User(s) to the Group
    Click +Add
    Enter the name of the user in the search field and click Search Objects
    Select the User(s) by clicking the check to the left of the name
    Click OK
  7. Enter the name of the user(s) in the Search field and click Search Objects
  8. Click the check mark to the left of the user’s name then click OK
  9. To Remove a User(s) from the Group
    Click the check mark to the left of the user’s name then click the Remove button
  10. Click Update to save changes to the group

Membership  (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click AD Groups
  2. Enter the name of the group in the search field and click Search Objects
  3. Click the check mark to the left of the group’s name
  4. On the Actions menu, click Membership
  5. To Add a User to the Group 
    Enter the name of the user(s) in the Find: field and click +Add
  6. To Remove a User from the Group
    Click the check mark to the left of the user’s name then click Remove Member(s) button
  7. Click Update to save changes to the group

Creating a New Group

  1. Click the Microsoft Office 365 Administrative Unit then click the type of group you want to create
    Groups-Distribution : This group type represents Exchange Online Email Distribution Groups
    Groups-Office : This group type represents Office 365/Azure AD Unified Groups
    Groups-Security : This group type represents Azure AD Security Groups
  2. On the Actions menu, click New Group
  3. If needed, click browse to change the location of the group
  4. Enter the new Group Name and verify the automatically generated values on the form
  5. Chose the Group Scope and Group Type
  6. Set the Managed By attribute to the individual that will be responsible for the Group
  7. Click Create
  8. After the confirmation is displayed, click Close

Creating a New Exchange Distribution Group

  1. Click the Microsoft Office 365 Administrative Unit then click the type of group you want to create
    Groups-Distribution : This group type represents Exchange Online Email Distribution Groups
  2. On the Actions menu, click New Distribution Group
  3. If needed, click browse to change the location of the group
  4. Enter the new Group Name and verify the automatically generated values on the form
  5. Verify or change the names generated for Alias and Primary SMTP Prefix
  6. Chose the Group  Type if needed
  7. Change the Managed By attribute to the individual that will be responsible for the Group
  8. Under Mailbox Type, select either Exchange On-premises or Exchange Remote.
    (If On-premises Exchange is not configured the options will be automatically set to Office 365.)
  9. Click Create
  10. After the confirmation is displayed, click Close

Suspend a Group (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click the type of group to Suspend
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Suspend Group
  5. Select the date the Group will be suspended, or leave the default to suspend the Group immediately
  6. Enter a comment that will be recorded in the operational history log
  7. Click Suspend

Un-Suspend a Group (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click the type of groups to un-suspend
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Undo Suspend Group
  5. Select the date the Group will be un-suspended, or leave the default to un-suspend the Group immediately
  6. Enter a comment that will be recorded in the operational history log
  7. Click Undo Suspend

Delete a Group (To be included in a future release)

Suspending a Group is recomended instead of deleting a group. Suspend a group renders the group un-usable, but the action can be undone. Deleting a group is a perment action that can not be undone. See Suspend a Group earlier in this section

  1. Click the Microsoft Office 365 Administrative Unit then the type of group to delete
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Delete
  5. Enter a comment that will be recorded in the operational history log
  6. Click Delete

View Group Properties

  1. Click the Microsoft Office 365 Administrative Unit then click the type of group to view
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Properties

View Mail Properties of a Distribution Group

  1. Click the Microsoft Office 365 Administrative Unit then click Groups – Distribution
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Mail Properties

Disable a Group 

Microsoft Office 365 does not allow Groups to be disabled, but you can suspend a Group which effectively disables the group. See Suspend a Group earlier in this section

Set or update a Manager for a Security or Distribution Group

  1. Click the Microsoft Office 365 Administrative Unit then click Groups-Distribution or Groups-Security
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Properties
  5. Click the Managed By Tab at the top
  6. Click Change to the right of the Managed By field
  7. Enter the manager’s name in the search field and click Search Objects
  8. Click the check mark to the left of the manager’s name then click OK
  9. Click Update

Set or update a Owners for a Office 365 Group

  1. Click the Microsoft Office 365 Administrative Unit then click Groups – Office
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Properties
  5. Click the Owners Tab at the top
  6. Click ADD
    Enter the name of the user you want to be an Owner
    Click Search
    Click the check mark to the left of the manager’s name
    Click OK
  7. Click Update

Rename a Group (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click AD Groups
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Properties
  5. Update the naming details as needed
  6. Click Update

Rename a Distribution Group (To be included in a future release)

  1. Click the Microsoft Office 365 Administrative Unit then click AD Groups
  2. Enter the name of the Group in the search field and click Search Objects
  3. Click the check mark to the left of the Group’s name
  4. On the Actions menu, click Rename Distribution Group
  5. Update the naming details as needed
  6. Verify or change the settings for updating the e-mail address attributes
  7. Click Update

 

█ Add Group Members from File (Not yet Implemented)divider

Add users with Comma separated list (To be included in a future release)

Comma separated format – The file should be a simple text file with the user information separated by commas. You can use email address,Sam Account Name (logon name) or User Principal Name to identify the users to be added to the group as members.

Example file format:
wendy.smith@domain.com,howard.jones,james@domain.

NOTE: Do not use quotation marks within the CSV file.

Upload the comma separated file to add users to a group

  1. Click the check mark to the left of the Group’s name to select the group
  2. On the Actions menu, click Add Members from file
  3. At the right end of the File Name field click the file icon
  4. Select the file and click OK
  5. Under Content type, verify Comma separated is selected
  6. Click the Add button

Add users with Single Column list (To be included in a future release)

First row contains header – the first row in the text file contains data that does not represent user e-mail, samaccountname (windows logon) or userprincipalname.

Single column format – The file should be a simple text file with the user information on separate lines. You can use email address,Sam Account Name (logon name) or User Principal Name to identify the users to be added to the group as members.

Example file format:
wendy.smith@domain.com
howard.jones
james@domain

Upload a one column file to add users to a group

  1. Click the check mark to the left of the Group’s name to select the group
  2. On the Actions menu, click Add Members from file
  3. At the right end of the File Name field click the file icon
  4. Select the file and click OK
  5. Under Content type, verify Single column is selected
  6. Click the Add button

█ Work with Template Users (Not yet implemented)divider

What is a Template User?

Template users are Microsoft Office 365 User accounts that can be quickly cloned (copied) to provision new user accounts with pre-populated attributes and group memberships. When a template account is cloned

 

 

 

 

 

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