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Microsoft 365 Delegation Checklist

10 routine tasks your IT team should stop doing — and who should own them instead. With guardrails, role-based access, and audit trails.

What's inside

  • 1Create new user accounts
  • 2Reset passwords
  • 3Assign and remove licenses
  • 4Enable and disable sign-in
  • 5Update user profiles
  • 6Add users to Teams and groups
  • 7Onboard new hires with templates
  • 8Convert mailboxes to shared
  • 9Review the audit log
  • 10Delete departing user accounts

Each task includes who to delegate it to, why it's safe, and what guardrails to put in place.

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Why delegate M365 tasks?

75%

fewer IT tickets

for routine user management tasks

2 min

onboarding time

vs. 45 min with ticket-based handoffs

100%

audit coverage

every action logged automatically

Ready to put the checklist into action?

UserDesk implements every task on this checklist — with templates, role-based access, and an immutable audit trail.

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