Loading...
centrexIT
Knowledge Center

PBO Advisory Group User Creation and Onboarding

KB00003594
Heather Hernandez Work Instruction 1 min
PublishedHeather Hernandezv1.0
Published Apr 15, 2025Expires Jan 9, 2027

Please note: The client is a full AzureAD Client and has no on-prem Active Directory.

Section titled “Please note: The client is a full AzureAD Client and has no on-prem Active Directory.”

  1. Login to M365
  2. Verify there is an available M365 Premium license for the new account
  3. Message DQ or a Team Lead if a license needs to be added.
  4. Once new license has been added to M365 continue with creating the new user
  1. Login M365
  2. Create the requested user account
  3. Put in all the required information for the user account.
  4. Frist Name\Last Name\Display Name
  5. UPN Requirement: firstname@pboadvisory.com
  6. Check all 3 boxes
  7. Automatically create a password
  8. Require the user to change their password when they first sign in
  9. Send password in email upon completion
  10. This should be sent to the POC who put in the ticket
  11. Click Next
  12. License the users account with a M365 Business Premium license
  13. Once the account is licensed click next
  14. Put in the required information for the account (If there is any other info ie: Office phone, Fax number, Mobile number, etc. Please this as well.)
  15. Title
  16. Department
  17. Manager
  18. Click next, and review all the setting for the new user account, and verify all requirements are correct
  19. Once reviewed click “Finish adding” Check generate random password
  20. Once user account has been created add user to the following Groups:
  21. team@pboadvisory.com
  22. BullPhishing - Please confirm that user is in fact in the BullPhish Security group - seeing users not receiving the Security Awareness Training
  23. Add any other groups requested on the on-boarding form.

Please see KB00002491 for details to provision the end-point the new employee.