Microsoft 365

Overview

Microsoft 365 is the primary identity and user administration platform at HV Capital.

The day-to-day admin interface is Microsoft 365 admin center, with identity data managed in Microsoft Entra ID and mailbox/alias administration handled via Exchange Online.

Related note: Google Workspace.

Access

1. Sign in to Microsoft 365 admin center with an admin account.
2. Use the minimum required admin role for the task (for example, user admin vs exchange admin scope).
3. If required permissions are missing, request role elevation via IT support.
4. Precise role assignment workflow should be documented as a follow-up if needed.

Common Tasks

Add an email alias for an existing user

1. Open the user in Microsoft 365 admin center.
2. Open username/email or alias settings (Exchange Online-backed flow).
3. Add the alias and keep the primary address unchanged unless explicitly requested.
4. Save and verify alias delivery with a test email.

Choose the correct admin system

• Start in Microsoft 365 for user identity profile, licensing, and mailbox alias requests.
• Use Google Workspace for Google-managed account claim state and managed/unmanaged Google account behavior.

Troubleshooting

• If a new alias does not receive mail, wait a few minutes and run an Exchange message trace.
• Check junk/quarantine before concluding delivery failure.
• For Google invitation issues after alias creation, re-send the invite after alias delivery is confirmed and ask the user to retry in guest/incognito.