User roles for starting Microsoft 365 trials

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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 compliance portal 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 Purview compliance portal > Permissions > Microsoft Entra ID > Roles
Billing Admin Billing Administrator Purview compliance portal > Permissions > Purview solutions > Roles

Roles for starting specific trials

The Purview, Priva, and Defender trials allow users with specific roles aside from Global administrator and Billing Admin to start their trials. Refer to the tables below for details.

Purview trials

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 Purview compliance portal > Permissions > Purview solutions > Roles
DLP Compliance Management, Information Protection Admin, RecordManagement, Retention Management, and Sensitivity Label Administrator Compliance Data Administrator Purview compliance portal > Permissions > Purview solutions > Roles

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 Purview compliance portal > Permissions > Purview solutions > Roles
Subject Rights Request Admin Subject Rights Request Administrators Purview compliance portal > Permissions > Purview solutions > Roles
Compliance Administrator Compliance Administrator Purview compliance portal > Permissions > Purview solutions > Roles
Information Protection Admin Compliance Data Administrator Purview compliance portal > Permissions > Purview solutions > Roles

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: