Create a new user (Microsoft)

To create a new user on CloudM Automate for Microsoft 365:

  • Navigate to the Users screen (Directory > Users).
  • Select the Create new user button at the top of the screen.
  • You will be taken to the Create new user screen.
  • On the first screen (Basics), you will be required to fill in the basic details for the user. These are:
    • First Name
    • Last Name
    • Primary Email
    • Domain
      • You should only be able to see your domain.
    • User Type - Choose whether the new user is a member of your domain or a guest user.
    • Usage Location - Use the dropdown menu to choose the Location of the user. Some Microsoft 365 features are only available in specific geolocations. If set in Settings > Domain Settings > Default License section, the default Usage Location will be automatically populated.
    • Licenses - Click Add and then choose the required License Type from the drop down list. If set in Settings > Domain Settings > Default License section, the default License Type will be automatically populated.
    • Password / Repeat Password
      • Enter a Password that meets the Password Policy set for the domain. You can find the setting in Administrate > Security on the root Organizational Unit. Please refer to the Password Policy article for more information. 
      • In the Repeat Password field, make sure you repeat the exact password used in the Password field. 
      • Underneath the Password fields, you will see a color graded scale to show the strength of the entered password (from red for a weak password to green for a strong password).  
    • Force a password change on next login
      • Place a tick in the checkbox to prompt the user to change the password when they next login to CloudM Automate.
    • Account Enabled - Place a tick in the checkbox to enable the account on creation.


  • Select Next.
  • On the next screen (Organization), you can set where the User sits within your Organizational structure. Settings that you can be configured are:
    • Groups - Add the user to the Smart Teams or Groups that you want them to be a member of.
    • Offboarding date - You can use the calendar to select the date that the user will be offboarded from the domain. This is especially useful to set where you want to give the user temporary access to your domain (e.g. a Contractor on a set contract term).


  • Select Next,
  • On the final screen (User details), you can set the user's employment details, including:
    • Job Title
    • Company
    • Department
    • Employment
    • Description
    • Addresses
    • Tags


  • Select Create User.
  • The User will be created and will be displayed in the User list.


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