Creating a Microsoft Office 365 Delegate Account

www.office.com/setup Blogs: Part 1: Add An Account

  1. Go to Microsoft Office 365 Admin Center.
  2. From the top menu, click Admin and select Office 365.
    www.office.com/setup Blogs
  3. From the left navigation, go to USERS > Active Users and then click the + button.
    www.office.com/setup Blogs
  4. Specify Delegate Account information, including a temporary password, and then click Create.
    www.office.com/setup Blogs
    Note:

    Licenses automatically assign to the account. Unassign the license (9) because the Delegate Account does not require a license.

  5. Record the Delegate Account credentials (username and password). These credentials are also sent to the email address specified in the previous page.
    www.office.com/setup Blogs
  6. Click Close.
  7. Click the Delegate Account display name to configure additional settings.
    www.office.com/setup Blogs
  8. From the left navigation, click settings and then assign the Delegate Account the Service administrator role and specify an Alternate email address.
    www.office.com/setup Blogs

Part 2: Assign Specialized Roles To The Delegate Account

  1. From the upper right corner of the screen, choose Admin > Exchange to open the Exchange Admin Center.
    www.office.com/setup Blogs
  2. Click permissions and then the + button to create a New Role Group.
    www.office.com/setup Blogs
  3. Type delegation_service as the name of the new role group.
    www.office.com/setup Blogs
  4. Under Roles, click the + button.
    www.office.com/setup Blogs
  5. Add the ApplicationImpersonation and Mailbox Search roles.
    www.office.com/setup Blogs
  6. Under Members, click the + button.
    www.office.com/setup Blogs
  7. Add the newly created Delegate Account.
    www.office.com/setup Blogs
  8. Click Save.

    Office 365 updates the organization settings.

    www.office.com/setup Blogs
  9. Sign out of Microsoft Office 365.

Part 3: Change The Delegate Account Password

  1. Sign in to Microsoft Office 365 using the new Delegate Account credentials.
    www.office.com/setup Blogs
  2. Change the temporary Delegate Account password to a permanent one.
    www.office.com/setup

    The Delegate Account can now be used to log on to Office 365. Add the Delegate Account to the Cloud App Security management console through the initial pop-up window that appears or go to Administration > Office 365 Delegate Account > Add.

    This post is originally posted by Trend Micro. Link to the post http://docs.trendmicro.com/en-us/smb/cloud-app-security-for-office-365-10/toc_o365_del_acct_v1.aspx

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