Add Users In SharePoint Online And Manage Hierarchy

In this article, we will see how to add users in SharePoint Online and manage their hierarchy from the Azure portal.

Introduction

 
Adding users in SharePoint online is a regular task for an admin user. For a regular developer, if you are using Office 365 Developer Program, then you might also need to add users and manage their hierarchy. The users will be added as Office 365 accounts and afterwards, you can choose which apps or licenses he can use.
 

First - Add Users

 
To manage users, you need to go to Microsoft 365 Admin Center.
 
Log in with your Office 365 account credentials. You must have administrative privileges to manage the users.
 
Click on Users section on the left side navigation bar. Select Active users. You will get the list of existing users as shown below. Click the "Add a user" button.
 
Add Users In SharePoint Online And Manage Hierarchy
 
Enter the basic details like First name, Last name and enter the username (should be unique without special char).
 
Add Users In SharePoint Online And Manage Hierarchy
 
You can choose to auto-generate the password or enter your own password. Similarly, you can choose roles as well or keep it default as User.
 
Add Users In SharePoint Online And Manage Hierarchy
 
If you don't want the auto-generated password, then you can choose to enter your own password as shown below.
 
Add Users In SharePoint Online And Manage Hierarchy
 
You need to specify the product licenses as well. If you don’t want to assign any license to the user (mostly if he/she is guest user), then you can choose “Create user without product license” and click on "Add".
 
Add Users In SharePoint Online And Manage Hierarchy
 
As you can see below, a new user is added successfully with license associated to it.
 
Add Users In SharePoint Online And Manage Hierarchy
 
You can add users in bulk as well. You need to prepare a CSV file with a list of users and their details in a specific format and use  the Import option provided. Click on More >> Select Import multiple users.
 
Add Users In SharePoint Online And Manage Hierarchy
 
You will see the below screen where you will be able to download the sample CSV file. Download it and fill in the user details in a specified format. Upload the CSV file and click on "Next".
 
Add Users In SharePoint Online And Manage Hierarchy
 
That’s the sample CSV format to import users in bulk.
 
Add Users In SharePoint Online And Manage Hierarchy
 

Second - Manage Hierarchy of Users

 
From MS office 365 admin center, you were able to add users, but you can’t set the hierarchy from this place.
 
To set the hierarchy, choose the manager. We need to login to the Azure portal.
 
You will see the below dashboard screen of MS Azure.
 
Add Users In SharePoint Online And Manage Hierarchy
 
Search for the Users resources/services from the search bar in the top bar and select Users services from the result.
 
Add Users In SharePoint Online And Manage Hierarchy
 
You will see all the users you added from MS office 365 admin center,
 
Add Users In SharePoint Online And Manage Hierarchy
 
Click on the user name to see detailed properties >> Click on Edit button >> you will see below screen >> There is a Manager field in the Job Info section >> Click on Change button,
 
Add Users In SharePoint Online And Manage Hierarchy
 
A popup will appear where you can search for user who will be set as Manager of selected user >> Click on Select,
 
Add Users In SharePoint Online And Manage Hierarchy
 
As shown below, the selected user is set as Manager to the current user.
 
Add Users In SharePoint Online And Manage Hierarchy
 
Similarly, you can define the hierarchy of all users. You can specify Job Title, and Department metadata as well,
 
Add Users In SharePoint Online And Manage Hierarchy
 

Summary

 
You can add users from the Microsoft 365 Admin center. But to manage hierarchy, you need to do it from the Azure portal. You can import users in bulk using CSV file. That’s it for this article. Hope this helps.