Set up and configure Microsoft Defender for Business

Defender for Business provides a streamlined setup and configuration experience, designed especially for the small and medium-sized business. Use this article as a guide for the overall process.


If you used the setup wizard, then you've already completed several steps of your basic setup process. In this case, you can:

The setup and configuration process

The following diagram depicts the overall setup and configuration process for Defender for Business. If you used the setup wizard, then you've likely already completed steps 1-3, and possibly step 4.

Setup and configuration for Defender for Business.

Step Article Description
1 Get Defender for Business Start a trial or paid subscription today. See Get Microsoft Defender for Business.
2 Add users and assign licenses Assign a license for Defender for Business (or Microsoft 365 Business Premium) to each member of your organization to protect their devices. See Add users and assign licenses in Microsoft Defender for Business.
3 Assign security roles People on your security team need certain permissions to perform tasks, such as reviewing detected threats & remediation actions, viewing & editing policies, onboarding devices, and using reports. You can grant these permissions through roles. See Assign roles and permissions.

You can also set up email notifications for your security team. See Set up email notifications.

4 Onboard devices You can onboard devices by downloading a script from the Microsoft 365 Defender portal, and then running that script on devices to onboard. Or, if your subscription includes Microsoft Intune, you can use it to enroll devices. See Onboard devices to Defender for Business.
5 Review and edit your security settings and policies You can choose from several options to configure your security settings and policies, such as the simplified configuration process in Defender for Business or Microsoft Intune. See Configure your security settings and policies.

Next steps

  1. Get and provision Defender for Business.
  2. Add users and assign licenses.
  3. Assign security roles and permissions for your security team.
  4. Onboard devices.
  5. View and edit your security policies and settings.