Create and manage groups in Microsoft 365

Completed

The Microsoft 365 admin center can be used to organize users into logical groupings that can then be assigned permissions. For example, a security group can be created with all users from the Marketing department to allow them Full Control access to a marketing SharePoint site collection.

Organizations should consider the following best practices to ensure they create and manage their groups correctly:

  • Keep group naming conventions simple but clear.
  • Create policies and procedures for ongoing group maintenance.
  • Add users to security groups and then add those security groups to default groups rather than adding individual users to the groups.
  • Maintain a consistent and well-defined account provisioning process.

To create a group in the Microsoft 365 admin center:

  1. In the Microsoft 365 admin center, in the left-hand navigation pane, select Groups and then select Active groups.

  2. On the Active groups page, select Add a group on the menu bar. Similar to adding a user, this option starts a wizard that walks you through the process of adding a group.

  3. On the Group type page, select the appropriate group type.

  4. On the Set up the basics page, provide a group name and description for the group.

    Tip

    The Description field must be selected to enable the Next button, even if you don't add a description for the group.

  5. On the Assign owners page, select an owner for the group. Select in the Owners field to display the list of all active users, or to speed up the search for a given user, enter the first name of the user to display all users with that first name.

    Important

    It's highly recommended that you assign at least two owners to a group so that one can help out in the other's absence.

  6. On the Edit settings page, assign a group email address (for mail-enabled groups), identify whether the group is Public or Private, and select whether to create a Microsoft Team for the group.

    Tip

    The Public group option is selected by default. Even if you want the group to be public, you must still select this option to enable the Next button.

  7. On the Review and finish adding group page, review the information you entered, and if necessary, correct any information that was entered incorrectly. When all information is correct, select the Create group button to add the group.

Windows PowerShell can also be used to create security groups for Microsoft 365 by using the New-MsolGroup cmdlet.

Important

An organization can't use the Microsoft 365 admin center to edit security groups if they're synchronized with its on-premises Active Directory. The local Active Directory management tools must be used for this purpose.

Determining group types

The Microsoft 365 admin center must be used to determine the different types of groups used by an organization. When you view groups in the Microsoft 365 admin center, the Type column displays the group type for your reference. The Get-MsolGroup | Select DisplayName, GroupType command can also be used in the Azure AD module for Windows PowerShell to display group type information.

Nesting groups

Security groups can be nested by adding one security group to another. To nest groups, select the appropriate group instead of a user when adding group members in the Microsoft 365 admin center. Windows PowerShell can also be used to nest security groups.

Deleting groups

When a group is no longer needed, it can be deleted in either the Microsoft 365 admin center or Windows PowerShell. Unlike user accounts, when a group is deleted, it's permanently deleted, and it can't be restored. User accounts that were members of the deleted group remain intact.

To delete a group in the Microsoft 365 admin center:

  1. In the Microsoft 365 admin center, in the left-hand navigation pane, select Groups and then select Active groups.
  2. On the Active groups page, select the group that you want to delete.
  3. On the menu bar, select the ellipsis (More actions) icon and in the drop-down menu that appears, select Delete group.
  4. In the details pane that appears on the right, select Delete group.
  5. Confirm that you want to delete the group.

Windows PowerShell can also be used to delete security groups for Microsoft 365 by using the Remove-MsolGroup cmdlet.

Exercise – Interactive demonstrations

Select the following links to complete these interactive demonstrations:

The first simulation guides you through the steps to create a Microsoft 365 group and a security group for the fictitious Adatum Corporation. You'll also complete the steps to delete a group. In the second simulation, you'll use Windows PowerShell to recover a deleted group.

Knowledge check

Choose the best response for the following question. Then select “Check your answers.”

Check your knowledge

1.

You're the Enterprise Administrator for Contoso. After creating a security group in Microsoft 365 that's synchronized with your on-premises Active Directory, you now want to edit the group. Which of the following tools should you use to edit the group?