Demo: Explore user and billing management in the Microsoft 365 admin center

This demo maps to the following Learn content:

  • Learning Path: Describe Microsoft 365 pricing, licensing, and support
  • Module: Describe Microsoft 365 pricing, licensing, and billing options

Demo scenario

In this demo, you will show user and billing management features in the Microsoft 365 admin center. You will walk through how to add users, licenses, and payment methods. You will also show other options on the navigation panel that help manage users and billing.

User management options

View Active Users

  1. Open a browser and in the address bar enter admin.microsoft.com. Sign in with your admin credentials.
  2. Select Users from the left navigation menu to expand more options.
  3. Select Active users and a list of active users displays.
  4. You can sort users by Display name or Username.
  5. Select Choose columns to add more columns and a window pane expands from the right with a variety of column options to add.
  6. Select the columns you want to add and select Save. Notice the column(s) are now visible.
  7. Select a user to view more options and information such as their role, group, devices, licenses, etc. A window pane expands from the right, select X at the top of the right corner to close the window.

Add a user

  1. On the top left of the toolbar over the list select Add a user.
  2. A window pane expands from the right. Enter a name and other information.
    • Example: Enter Clark in the First name textbox and Kent in the Last name textbox. Select the Display name textbox and Carl Johnson should auto populate, if not enter Clark Kent. Enter Superman in the Username textbox.
  3. Notice Automatically create a password and Require this user to change their password when they first sign in is auto selected.
  4. Select Next.
  5. Notice Assign user a product license is auto selected. Select the Microsoft 365 license (Example: Microsoft 365 E5 Developer). Notice the number of licenses available decreases.
  6. Select Next.
  7. Select Roles to expand. Notice User (no admin center access) is auto selected. View the different administrator roles that a user can be assigned.
  8. Select Profile info to expand. Enter profile information about the user.
    • Example: Enter Journalist in the Job title textbox and Business in the Department textbox.
  9. Select Next.
  10. Review the user information and select Finish adding.
  11. Once the new user (example: Clark Kent) has been added to active users, select Close.
  12. View your new user (example: Clark Kent) in the list of active users.

View Contacts, Guest Users and Deleted Users

  1. In the left navigation menu under “Users” select Contacts to view the list of contacts available in your organization. Perform other actions like add contacts.
  2. Back in the left navigation menu, under Users select Guest users to view or add guest users.
  3. Under Users select Deleted users to view your history of deleted users.

Billing management options

View and assign licenses

  1. In the left navigation menu, select Show all to expand options and select Billing.
  2. Select Licenses. Your list of subscriptions displays (example: Microsoft 365 E5 Developer). Select your subscription to view license details.
  3. Users that are assigned a license to that subscription display. View your newly added user in the list (example: Clark Kent).
  4. To add a license to a user who does not currently have a license select Assign licenses at the top left toolbar above the list.
  5. A window pane will expand from the right. Search for the user that you would like to add a license to by entering a name or email address in the search bar or skip this step by selecting the X in the top right corner to close the window.
    • Once you find the user you would like select Assign, then select Send email to help the new user get started. Close the window by selecting the X in the top right corner. Notice the newly assigned user in the list and the available licenses displayed at the top decreases.

View bills and add payment methods

  1. In the left navigation menu under “Billing” select Bills & payments to view invoices, payment methods and billing profiles. (Note: You are most likely not going to see any information here if this is a free trial environment and no payment is being made.)
  2. Select Payment methods to view and add payment methods.
  3. Select Add a payment method on left in the top toolbar above the list to add a payment method.
  4. A window pane expands from the right where you can add payment information. Close the window by selecting the X in the top right corner.
  5. Another way to view and add payment methods is to select Payments methods under “Billing” in the left navigation menu.

View billing accounts

  1. In the left navigation menu under “Billing” select Billing accounts to view the billing account associated with your Microsoft product(s). (Talking point: A billing account is created when you sign up to try or buy Microsoft products. You use your billing account to manage your account settings, invoices, payment methods, and purchases. You can have access to multiple billing accounts. For example, you signed up for Microsoft 365 directly, or you have access to your organization’s Enterprise Agreement, Microsoft Product & Services Agreement or Microsoft Customer Agreement. For each of these scenarios, you would have a separate billing account.)

Manage billing notifications

  1. In the left navigation menu under “Billing” select Billing notifications to manage billing notifications. On this page you can Edit notification settings and view the organization contact and admins that receives billing notifications. Notice your name listed under “Admins receiving billing notifications.” You have the option to Change Billing admins, Change Global admins, or Assign one of these roles by adding a new account.

Purchase services and view products

  1. In the left navigation menu under “Billing” select Purchase services to search for and purchase Microsoft products.
  2. Under “Billing” select Your products to view the list of Microsoft products your organization owns.

Review

In this demo you explored the user and billing management features within the Microsoft 365 admin center by learning how to add users, licenses and payment methods. You also explored the other options on the navigation panel to manage users and billing.