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M365 User Management

This guide covers viewing user information via the chat interface and managing users through workflows.

Viewing User Information

The chat interface allows you to query user data from Microsoft 365.

List Users

See users in the current tenant:

List users

Returns up to 50 users with: - Display name - Email address (UPN) - Job title - Department - Account status

Filter User List

You can filter the user list:

List users matching "john"

View User Licenses

See licenses assigned to a specific user:

What licenses does john.doe@company.com have?

Show licenses for john.doe@company.com

Managing Users via Workflows

All user management actions require running workflows. The chat cannot directly create, modify, or disable users.

Common User Management Workflows

Depending on your organisation's configuration, you may have workflows for:

Task Workflow to Run
Create new user New user onboarding workflow
Disable user User offboarding workflow
Reset password Password reset workflow
Assign license License assignment workflow
Add to group Group membership workflow

Running a User Management Workflow

To perform a user management task:

  1. Ask to run the relevant workflow: 

    Run the password reset workflow

  2. The bot will prompt you for required parameters (user email, new password, etc.)

  3. Review the parameters and confirm

  4. The workflow executes and returns results

Example: Password Reset

You: Run the password reset workflow

AI: I found the "Reset User Password" workflow.

    Required parameters:
    - User email: [enter email]
    - New password: [enter password]

You: [Provides parameters]

AI: [Executes workflow and returns results]

Finding Available Workflows

To see what user management workflows are available:

Search for workflows about user

Search for workflows about password

Search for workflows about onboarding

User Lifecycle Overview

Typical user lifecycle tasks and how to perform them:

Stage Task Method
View List users Chat query
View Check user licenses Chat query
Create New user account Run workflow
Update Change user details Run workflow
Update Assign license Run workflow
Update Reset password Run workflow
Disable Block sign-in Run workflow
Delete Remove user Run workflow

Tips

Use Email Addresses

When specifying users in workflows, use full email addresses:

john.doe@company.com

Not display names:

John Doe  (may be ambiguous)

Work from Tickets

When possible, work from within a ConnectWise ticket. This ensures the correct tenant is automatically selected.

Verify Before Confirming

Always review workflow parameters before confirming execution, especially for:

  • The correct user email
  • The correct tenant
  • Passwords and sensitive values

Next Steps