Add users

  • 10 minutes

To add additional users to Dynamics 365 Guides, you must first assign the Dynamics 365 Guides license to a new or existing user in the Microsoft 365 admin center. Then, in Microsoft Power Platform admin center, configure the roles that the users will have access to (Author, Operator, or Admin).

Add a new user

To add a new user, follow these steps.

  1. Open the Microsoft 365 admin center.

  2. In the left pane, select Users, and then select Active users.

  3. On the Active users page, select Add a user.

  4. On the Set up the basics page, fill in the information for the new user. When you've finished, select Next.

    Note

    By default, a password is automatically generated for new user accounts. Users must change this password the first time that they sign in by using their new account. If you want to set a permanent password instead of using an automatically generated password, select the Let me create the password option, and clear the Require this user to change their password when they first sign in check box.

  5. On the Assign product licenses page, select the location for the user, and then, under Licenses, select the Dynamics 365 Guides check box. When you've finished, select Next.

    Screenshot of the Assign product licenses page.

  6. On the Optional settings page, leave the User (no administrator access) check box selected unless the user will be an administrator.

  7. Scroll down, expand the Profile info section, and fill in the user's profile information. When you've finished, select Next.

  8. Review the information on the last page. To make changes, select Edit below the relevant sections. When you've finished, select Finish Adding.

  9. If you selected the Auto-generate password option in step 4, make a note of the password. The user will need this password to sign in.

  10. Select Close.

After you add user accounts, the next step is to assign the Author, Operator, or Admin user role for the solution. For more information, see Assign an Author or Operator role to a user in Dynamics 365 Guides.

Assign a Dynamics 365 Guides license to an existing user

To assign a Dynamics 365 Guides license to an existing user, follow these steps.

  1. Open the Microsoft 365 admin center.
  2. In the left pane, select Users, and then select Active users.
  3. Select More actions (...) for the user that you want to assign a license to, and then select Manage product licenses.
  4. In the dialog box that appears, on the Licenses and Apps tab, select the Dynamics 365 Guides check box. Then, on the Apps FastTab, make sure that the Microsoft Dataverse, Dynamics 365 Guides, and PowerApps for Guides check boxes are selected.
  5. Select Save changes.