This article outlines the user roles required in order to enroll your organization in a Microsoft 365 trial.
Tip
If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview trials hub. Learn details about signing up and trial terms.
Who can start all trials
A user with one of the roles listed below can start any Microsoft 365 trial.
Role
Role Group
Where to assign
Global Administrator
Global Administrator
Microsoft Purview portal > Settings > Roles and scopes
Billing Administrator
Billing Administrator
Microsoft Purview portal > Settings > Roles and scopes
Microsoft recommends that you use roles with the fewest permissions. Minimizing the number of users with the Global Administrator role helps improve security for your organization. Learn more about Microsoft Purview roles and permissions.
Roles for starting specific trials
The Microsoft Purview, Priva, and Defender trials allow users with specific roles aside from Global Administrator and Billing Administrator to start their trials. Refer to the tables below for details.
Microsoft Purview trials
Microsoft Purview trials include the Microsoft Purview solutions trial and the Compliance Manager premium assessments trial.
Role
Role Group
Where to assign
Compliance Administrator
Compliance Administrator
Microsoft Purview portal > Settings > Roles and scopes
DLP Compliance Management, Information Protection Admin, RecordManagement, Retention Management, and Sensitivity Label Administrator
Compliance Data Administrator
Microsoft Purview portal > Settings > Roles and scopes
Priva trials
Priva trials include the Privacy Risk Management trial and the Subject Rights Requests trial.
Role
Role Group
Where to assign
Privacy Management Admin
Privacy Management Administrators
Microsoft Priva portal > Settings > Roles and scopes
Subject Rights Request Admin
Subject Rights Request Administrators
Microsoft Priva portal > Settings > Roles and scopes
Compliance Administrator
Compliance Administrator
Microsoft Priva portal > Settings > Roles and scopes
Information Protection Admin
Compliance Data Administrator
Microsoft Priva portal > Settings > Roles and scopes
Security trials
Security trials include the Defender Vulnerability Management trial and the Defender Vulnerability Management add-on trial. Users will need a role with one of the permissions listed below in order to start a trial.
Permission
Where to assign
Security operations
Microsoft Defender portal > Permissions > Endpoints roles & groups > Roles
Threat and vulnerability management
Microsoft Defender portal > Permissions > Endpoints roles & groups > Roles
How to assign roles
For more information about how to assign user roles and permissions, see the following articles:
This module examines the use of roles and role groups in the Microsoft 365 permission model, including role management, best practices when configuring admin roles, delegating roles, and elevating privileges.