Practice Protect and Office365 Users are linked together through Practice Protect Federation. When a new User Account is created in Practice Protect, this is also synced in Office365. However, Office365 Licenses must still be purchased through the Microsoft 365 website.

Practice Protect & Office365 Licenses

To create a new user you must have both Practice Protect and Office365 available licenses. If you have run out of available licenses, you will need to purchase them.

When you create a new User in Practice Protect, this will either immediately take a vacant seat (license) or it will trigger a Support Ticket to Practice Protect to purchase a new license. 

With Office365 you should first check if you already have an available license prior to creating a new user.

1. Log into Microsoft 365 and click on the Admin icon  from the Sidebar Menu 
   
   è  The Microsoft 365 admin centre screen
   
   
   
   
2. Select [Billing] > [Your Products]
   
   è  The Your Products screen opens
   
   
   
   
3. Check if you have any Microsoft 365 Business Standard licenses
4. If you have available licenses, you can create a new User account in Practice Protect, if not you will first need to purchase a license

Purchase a Microsoft 365 License

1. Click on Microsoft 365 Business Standard
   
   è  The Microsoft 365 Business Standard screen opens
   
   
   
   
2. Click on [Buy licenses]
   
   è  The Buy licenses pane is displayed on the screen
   
   
   
   
3. Increase the number of licenses and then click on [Save]
   
   è  Microsoft will confirm the change to your licenses by sending you an email

Add a new User Account in Practice Protect

1. From the Practice Protect Admin Portal select the [Users] tab from the sidebar
   
   è  The Users screen opens
   
   
   
2. Click on [Add User]
   
   è  The Create CyberArk Directory User screen opens
   
   
   
   
3. Type the User name and email address, then select the following settings:
   • Password Type > Select: Manual
   • Password and Confirm Password > Type: Evolution2016!
   • Password never expires > Leave Blank 
   • Require password change next login > Select this option
   • Is Service User > Leave Blank 
   • Is Oauth confidential client > Leave Blank
   • Send email invite for user portal setup > Select this option
   • Send SMS invite for device enrollment > Leave Blank
4. Click on [Create User]
   
   è  The New User is created and an invite is sent to their email address
   
   
   
   
5. Select the [Roles] tab from the sidebar
   
   è  The Roles screen opens
   
   
   
   
6. Click on the Role: Office 365 Email Protection
   
   è  The Role screen opens
   
   
   
   
7. Select the [Members] Tab
8. Click on [Add]
   
   è  The Add Members screen opens
   
   
   
   
9. Search for the new User and then select them from the list
10. Click on [Add] > [Save]
11. Select the [Settings] > [Users] tab from the sidebar
    
    è  The Users Directory Services screen opens
    
    
    
    
12. Select the [Outbound Provisioning] tab
13. From Provisioning Enabled Applications select Office 365 and click on [Start Sync]
    
    è  The New User Account is synchronized to Office 365
    
    
14. Once the synchronisation is complete go to the Microsoft 365 Admin Portal
15. Select the [Users] tab and make sure the user account has been created successfully and that a Microsoft 365 Standard Business license has been assigned to them