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How to delegate a Service Account to Office 365

Purpose

In some cases, Practice Protect can require Service Account to be created inside Office 365. Typically to allow Practice Protect’s On-boarding team to setup mail redirection rules so password reset emails are sent to the client’s password manager or during the onboarding process or for Office 365 Federation. For mail redirection, this access can be removed once the on boarding is completed. In regards to federation the account needs to stay as long as federation is enabled.

Prerequisites

  • Administrator Access to your Office 365 Account (Needed to Create Service Account – i.e. practiceprotect@cbpaccountants.onmicrosoft.com)
  • Office 365 Role to assign to Service Account
    • Global Administrator (For Federation)
    • Exchange Administrator (For Email Password Redirects)

Instructions (create account)

    1. Login to O365 portal using the O365 Administrator Account. Enter the Username and Password then Click Sign in
    2. Click on Admin to go to the Admin Center. 
    3. Click on Users > Active Users.
    4. Click Add a user.
    5. Create a user with the following:
      First Name: Practice
      Last Name: Protect
      Username: practiceprotect
      Domain: (make sure this is your onmicrosoft.com domain)
      Product Licenses: Create User without product license ONLeave everything else default and click Add
    6. Send the email to yourself or send directly to support@practiceprotectonline.com
    7. Back on the user screen click on the newly created Practice Protect account.
    8. Next to Roles click Edit.
    9. For Email Password Redirect do set > Customised Administrator > Exchange Administrator. Go to Step 11, if Federation Go to Step 10.
    10. Select Global Administrator and click Save.
    11. The Account Role has been updated.
    12. Completed.

Instructions (remove account)

Do not remove this account if being used for Office 365 Federation with Practice Protect.

  1. Login to O365 portal using the O365 Administrator Account. Enter the Username and Password then Click Sign in
  2. Click on Admin to go to the Admin Center. 
  3. Click on Users > Active Users.
  4. click on the Practice Protect account.
  5. Click Delete user.
  6. Confirm the correct account and Click Delete.
  7. The account has now been deleted.
Updated on February 11, 2019

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