Navigating the CSP Admin Portal – Trusted Tech Team
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Navigating the CSP Admin Portal

Making the Switch to a Microsoft 365 Plan?

Businesses often license Microsoft Office through the cloud, which requires a bit of groundwork to get going. Although it may seem daunting at first, you will soon realize that managing licensing is actually a lot simpler than it looks. Follow this quick guide from Microsoft Gold partner Trusted Tech Team, and you will be up and running with your new 365 software in no time.

Step 1.

You have probably seen this screen countless times – go ahead and sign in with your administrative account (or create one if you have not already).

A delightful sunset (or sunrise) in the distance.

Step 2.

Once you have reached the landing page you will be greeted with a kind message and a couple of places to access your admin portal – either by the grid icon in the top-left corner or listed under your apps.

It’s like a less exciting version of “Choose Your Own Adventure”.

Step 3.

Great! Next we are going to find the user you are looking to assign the license to and do just that. Click on “Active users”.

You can also use the drop-down menu.

Step 4.

Perfect! You will see a list of all of the active users in your organization, you can scroll through or use the search bar near the top to find whoever needs a license. Click on the checkbox next to their display name(s).

Protip: You can select multiple users at a time if they all need the same software license.

I always knew ‘testuser’ was a troublemaker.

Step 5.

Awesome. You will now see a panel slide in from the right – click on “Edit” next to “Product licenses”.

Let’s make sure he never breaks the law again.

Step 6.

Almost there! Select the country and license for the software that the user needs, and click “Save”.

We’re using Office 365 Enterprise E3 for this tutorial but YMMV.

Step 7.

Woohoo! They are now licensed and ready to go. You can close down the confirmation window.

No longer will ‘testuser’ be an offender.

Step 8.

You can tell the user(s) to sign in to their account and install away.

Nicely done! Not so bad, right?

Shop Microsoft 365 Here at Trusted Tech Team

Ready to outfit your business with Microsoft 365? There are a number of plans to choose from, and our tech suppliers here at Trusted Tech Team have them all — including 2013, 2015 and 2019 versions, as well as all editions. Shop all of our Office products here, and order with us today to take advantage of free tech support from Trusted Tech Team, a Microsoft Gold partner.