Configuring SmartSpace.ai

Guide to SmartSpace.ai setup: Sync data, integrate Azure, manage connectors, and configure workspaces for streamlined AI deployment and data analysis.

Microsoft 365 Admin Center – Group Management Guide

Use this guide to create and manage groups using the Microsoft 365 admin center UI, including adding and removing members.

Prerequisites

  • You must have an admin role that can create and manage groups (for example: Groups Administrator or Global Administrator).
  • Decide what type of group you need (Security group vs Microsoft 365 group).

Create a Security Group

  • Open the Microsoft 365 admin center.
  • Go to: Teams & groups -> Active teams & groups.
  • Open (or filter to) Security groups.
  • Select Add a security group.
  • Enter the details:
    • Name: <Group Name>
    • Description: optional
  • Select Create group, then Close.

Note: Security groups are commonly used for access control. Microsoft 365 groups are used for collaboration (Outlook group, SharePoint site, Teams, etc.).

Add Members to a Group

  • Go to: Teams & groups -> Active teams & groups.
  • Select the group you want to manage.
  • Open the Members section.
  • Select Add members.
  • Search/select users, then Save.

Remove Members from a Group

  • Open the group from Active teams & groups.
  • Go to Members.
  • Select the user you want to remove.
  • Choose Remove, then confirm.

Manage Owners (recommended)

  • Open the group in Active teams & groups.
  • Go to Owners.
  • Select Add owners.
  • Choose one or more users, then Save.

Important: Assigning at least one Owner helps ensure membership can be managed without relying on a Global Admin account.

External Users (Guests)

  • You can view existing guests in: Users -> Guest users.
  • To invite new external users, use the Microsoft Entra admin center (Entra ID -> Users -> Invite external user).
  • After the guest user is invited and has accepted the invite, add them to the required group using the steps above.

Common Issues

  • You can’t see the group type you expect:
    • Some tenants limit what non-global admins can create/manage.
    • Try Entra admin center for Security group management if options are missing.
  • You can’t add an external person by email:
    • The user must exist in the tenant as a Guest user first (invite them via Entra).
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