Task: The following article will provide you guidelines on how to set up a PCR new user account in Microsoft Admin center. 

Pre-requisites: An email will be sent to support@vinergy.com.au with details of new user to be set up. Usually, license requirement and group memberships are detailed in their request.

Instructions:

1. Purchase the license required and create the user account then assign their license. 

2. Send password details via email to the requestor. 

3. Add user to distribution lists (Research Team, Research Assistant, etc, or wherever they are assigned to) 

4. Add user as a delegate for mailbox G-Finder and Info shared mailboxes with full access (if requested).  

5. Add access to CAP Database. 

6. Enable Outlook mailbox access in Dynamics 365
 

Outcome:
New user for PCR is set-up with correct access.