How to create a service account in the Microsoft Admin Center

This guide walks you through creating a service account in Microsoft 365 using the Microsoft Admin Center—an essential step for onboarding with CoreView..

Step 1: Access the Microsoft admin center

1. Go to the Microsoft admin center and sign in with the appropriate administrator credentials.
2. In the left navigation panel, click to “Users” > “Active Users”.
3. Select “Add Users”

Step 2: Enter user information

1. On the Basics page, fill in the required user details and select Next.
2. Under Product licenses, select “Create user without product license”, then click Next.
3. In the Optional settings tab, expand the Roles dropdown and select “Show all by category”. 
4. Under the Read-only section, add both the “Global reader” and “Reports reader” roles.

Step 3: Review and complete

1. Click Next, then review your new user’s credentials and configuration.
2. Click “Finish adding”, then select “Close” to exit the wizard.