User roles for starting Microsoft 365 trials

  • Article

This article outlines the user roles required in order to enroll your organization in a Microsoft 365 trial.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Who can start all trials

A user with one of the roles listed below can start any Microsoft 365 trial.

Role Role Group Where to assign
Global Administrator Global Administrator Microsoft Purview portal > Settings > Roles and scopes
Billing Administrator Billing Administrator Microsoft Purview portal > Settings > Roles and scopes

Get detailed instructions on adding users to a Microsoft Purview role group.

Important

Microsoft recommends that you use roles with the fewest permissions. Minimizing the number of users with the Global Administrator role helps improve security for your organization. Learn more about Microsoft Purview roles and permissions.

Roles for starting specific trials

The Microsoft Purview, Priva, and Defender trials allow users with specific roles aside from Global Administrator and Billing Administrator to start their trials. Refer to the tables below for details.

Microsoft Purview trials

Microsoft Purview trials include the Microsoft Purview solutions trial and the Compliance Manager premium assessments trial.

Role Role Group Where to assign
Compliance Administrator Compliance Administrator Microsoft Purview portal > Settings > Roles and scopes
DLP Compliance Management, Information Protection Admin, RecordManagement, Retention Management, and Sensitivity Label Administrator Compliance Data Administrator Microsoft Purview portal > Settings > Roles and scopes

Priva trials

Priva trials include the Privacy Risk Management trial and the Subject Rights Requests trial.

Role Role Group Where to assign
Privacy Management Admin Privacy Management Administrators Microsoft Priva portal > Settings > Roles and scopes
Subject Rights Request Admin Subject Rights Request Administrators Microsoft Priva portal > Settings > Roles and scopes
Compliance Administrator Compliance Administrator Microsoft Priva portal > Settings > Roles and scopes
Information Protection Admin Compliance Data Administrator Microsoft Priva portal > Settings > Roles and scopes

Security trials

Security trials include the Defender Vulnerability Management trial and the Defender Vulnerability Management add-on trial. Users will need a role with one of the permissions listed below in order to start a trial.

Permission Where to assign
Security operations Microsoft Defender portal > Permissions > Endpoints roles & groups > Roles
Threat and vulnerability management Microsoft Defender portal > Permissions > Endpoints roles & groups > Roles

How to assign roles

For more information about how to assign user roles and permissions, see the following articles: