Administration and Security

Groups and Administrator Roles

Learn to use groups and least-privilege roles appropriately and choose the smallest role needed for a sample task in this beginner-friendly Microsoft 365 lesson.

Learning outcomes

  • Explain how to use groups and least-privilege roles appropriately.
  • Complete the guided practice safely.
  • Check that you can choose the smallest role needed for a sample task.

Step-by-step instructions

  1. Open the Microsoft 365 admin centre or relevant security portal and confirm you are using the intended account.
  2. Compare a Microsoft 365 group with an admin role assignment.
  3. Pause and check permissions, filenames, recipients, dates or settings that affect the task.
  4. Test the result: choose the smallest role needed for a sample task.
  5. Record the change, owner, date, expected effect and rollback plan, then verify the result with the affected user.
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

Compare a Microsoft 365 group with an admin role assignment. Your expected result is to choose the smallest role needed for a sample task.

Good-practice checklist