Getting Started

Account Setup and Sign-in

Learn to sign in with the correct work, school or personal account and avoid saving work under the wrong account in this beginner-friendly Microsoft 365 lesson.

Learning outcomes

  • Explain how to sign in with the correct work, school or personal account.
  • Complete the guided practice safely.
  • Check that you can avoid saving work under the wrong account.

Step-by-step instructions

  1. Open Microsoft365.com or the Microsoft 365 Copilot app and confirm you are using the intended account.
  2. Confirm the account identity and recovery options.
  3. Pause and check permissions, filenames, recipients, dates or settings that affect the task.
  4. Test the result: avoid saving work under the wrong account.
  5. Confirm the account, app and storage location you used, then note any difference from the screenshots or labels described.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.

Practical activity

Confirm the account identity and recovery options. Your expected result is to avoid saving work under the wrong account.

Good-practice checklist