SOP: Managing Members in a Microsoft 365 Group via Outlook

Tags M365 Group

🧭 Purpose

To guide Group Owners in adding or removing members and adjusting roles within a Microsoft 365 Group using Outlook.


✅ Prerequisites

  • You must be an Owner of the Microsoft 365 Group.
  • The group must be visible in Outlook and mail-enabled.
  • You must have access to Outlook Web (desktop version does not support member management).

🛠️ Step-by-Step Instructions

1. Open Outlook Web

  • Navigate to https://outlook.office.com/.

2. Access the Group

  • In the left navigation pane, scroll to Groups.
  • Select the Microsoft 365 Group you want to manage.

3. Open Group Settings

  • Click the group name to open its Group card.
  • Select Members or Manage Group.

4. Add Members

  • Click Add Members.
  • Search for users by name or email.
  • Select the user(s) and click Add.

5. Remove Members

  • In the member list, locate the user you want to remove.
  • Click the trash icon or Remove next to their name.

6. Adjust Roles (Owner vs. Member)

  • In the member list, click the dropdown next to a user’s name.
  • Choose Owner to grant administrative privileges.
  • Choose Member to assign standard access.

🧩 Role Definitions

Role Permissions
Owner Can add/remove members, change roles, manage group settings, delete the group
Member Can participate in conversations, access files, and view calendar events

🛡️ Best Practice: Always have at least two Owners to ensure continuity and backup management.


📌 Notes

  • Changes made in Outlook Web sync across Microsoft 365 (Teams, SharePoint, etc.).
  • If you don’t see the option to manage members, confirm you’re listed as an Owner in the Microsoft 365 Admin Center.