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User accounts: joiners, movers and leavers

Create accounts correctly, change access when people move, and offboard leavers without losing data or leaving doors open.

Level
Beginner
Length
About 35 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 2 Oct 2026
  • Microsoft Entra ID
  • Microsoft 365

Skills you'll practise

  • Set up a new user with the right license, groups and sign-in method before their first day.
  • Change access for a mover by removing old permissions as well as adding new ones.
  • Offboard a leaver in a safe order that blocks access first and keeps the data the business needs.
  • Record every step so the customer and the next technician can see what was done.

Course outline

  1. 1.User accounts: joiners, movers and leaversVideo · 4 min
  2. 2.Joiners and moversLesson · 8 min
  3. 3.Offboarding a leaver safelyLesson · 8 min
  4. 4.Guests, contractors and temporary accessLesson · 8 min
  5. 5.User accounts: joiners, movers and leavers: knowledge checkKnowledge check · 14 questions
  6. 6.User accounts: joiners, movers and leavers: practical exerciseKnowledge check · 1 question
  7. 7.Executive leaving: mailbox and filesScenario
  8. 8.Final exam5 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

  • Microsoft Learn: Add users and assign licenses at the same time
  • Microsoft Learn: Remove a former employee from Microsoft 365
  • Microsoft Learn: Convert a user mailbox to a shared mailbox
  • NIST SP 800-53 AC-2 (account management), control description

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.