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Documentation Index

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The Microsoft 365 → Users page lists every user across every connected M365 tenant on a single searchable table. See the user’s company, office, department, job title, account type, enabled state, and the friendly names of every license assigned, all without exporting.

Accessing the Users Page

  1. Click Microsoft 365 in the sidebar
  2. Open the Users tab in the page header (between Licenses and Domains)
The tab only appears for tenants with the M365 integration connected and at least one synced user.

What the Table Shows

Each row represents one Microsoft 365 user:
ColumnDescription
Display NameThe user’s full name as set in Microsoft 365
EmailPrimary email address
CompanyThe MSPortal company the user belongs to (resolved from the M365 tenant link)
OfficeOffice location from the M365 user profile
DepartmentDepartment from the M365 user profile
Job TitleJob title from the M365 user profile
TypeMember or Guest
StatusEnabled or Disabled
LicensesFriendly names of every license SKU assigned to the user (see License Badges below)
The table opens with the Status = Enabled filter applied so disabled accounts stay out of the way. Clear the filter to show every user, or pick Disabled to audit account hygiene.

License Badges

The Licenses column shows up to three license badges inline. When a user has more than three licenses, a +N more badge appears at the end.
  • Hover or keyboard-focus the +N more badge and a tooltip lists every additional license assigned to that user
  • Tab to the badge for keyboard-only access; the same tooltip opens on focus
  • CSV export always includes every license, even when the table only shows the first three
Friendly license names come from Microsoft’s published SKU mapping (for example, “Microsoft 365 Business Premium” instead of O365_BUSINESS_PREMIUM), so the column is readable for non-technical reviewers.

Filtering

The table supports server-side filtering on every key field:
FilterTypeNotes
SearchFree textMatches display name, email, and job title
CompanyMultiselectLists every company that has at least one M365 user
OfficeMultiselectLists offices in use across the tenant
DepartmentMultiselectLists departments in use across the tenant
TypeSingle selectMember or Guest. Hidden when the tenant has only one type, so customers with zero Guests do not see a filter that returns nothing
StatusSingle selectEnabled or Disabled
LicensesMultiselectFilter to users assigned a specific license SKU
License countRangeUseful for “who has more than three licenses” or “who has zero licenses” coverage reporting
Filters compose. Combine Company = Acme with Licenses = Microsoft 365 Business Premium and Status = Disabled to find disabled Acme users still consuming a Business Premium license.

Smart Type Filter

The Type filter dropdown only appears when your tenant actually has both Members and Guests. If every M365 user in your tenant is a Member, the filter is hidden. This avoids the common confusion where a Guest filter pill returned zero rows because no Guests existed.

CSV Export

Click Export CSV above the table to download the current filtered view as a CSV. The export:
  • Respects every active filter and the current sort order
  • Includes every license assignment per user (not just the first three)
  • Names the file using the active company filter, the date, and a row count for traceability
CSV export is gated by the manage M365 permission so it is safe to expose to senior techs. Users without the permission see the table but no Export button.

Company Selector and Scope

The Users page respects the global Company Selector in the top bar:
  • Global view shows every user across every connected M365 tenant
  • Single company view narrows the table to the M365 users at that one company
  • Assigned scope narrows to the companies the selector is filtered to
Switching the selector refreshes the table in place.

Common Use Cases

License Reclamation

Filter by Status = Disabled and any license SKU to find disabled users still consuming licenses you can reclaim.

Coverage Audit

Filter by Company and License count = 0 to find users at a managed client who have no M365 license assigned.

Guest Account Review

Filter by Type = Guest for tenants that have any, then sort by Created date to spot stale external collaborators.

Department Reporting

Filter by Department and export to CSV for finance or HR reports on M365 spend by department.

Required Permissions

PermissionCapabilities
Read (read_m365)View the Users page and apply filters
Write (write_m365)Same as Read for this page; license modifications happen in the Licenses tab
Manage (manage_m365)All of the above plus CSV export