Email & identity
Business email, shared mailboxes, sign-in practices, and account ownership. Define who approves new access, how a new teammate is prepared, and how access and business information are handled when someone leaves.
MICROSOFT 365
A connected placefor everyday work.
Bring business email, files, collaboration, and access into an understandable operating plan.
BEYOND THE ACCOUNT SETUP
Give the toolsa clear owner.
A productive environment needs decisions about who can access information, where work belongs, and how changes are handled.
FortLyn can help define those responsibilities and configure the agreed setup around the way your team works.
ACCESS & READINESSIllustrative setup
Ready for the first day.
JD
Jordan DavisNew teammate · Example record
ReadyBusiness email✓ Account prepared
Shared files✓ Access approved
Device & support✓ Handover recorded
An accountable checklist connects the employee, manager, and IT owner.
AREAS TO REVIEW
Build a dependable foundation.
Files & collaboration
Give Teams, SharePoint, and OneDrive distinct roles. Organize shared documents around owners and permissions, agree external-sharing rules, and make it clear where final records belong.
Administration & handover
Document tenant administrators, subscription owners, recurring tasks, and the support path. Record configuration changes and hand over operating notes so the setup remains understandable.
START WITH YOUR ENVIRONMENT
Keep what works.Address what gets in the way.
Start with an inventory of users, subscriptions, domains, email, and shared files. For a migration, agree what moves, what stays, who approves access, and how staff will work during the change. Test a representative group before scheduling the wider transition.
Before a change, confirm licensing, source access, data ownership, and a fallback plan. Afterward, check sign-in, mail flow, shared files, and the everyday tasks users rely on. Implementation and ongoing support are scoped separately; available features depend on your subscriptions.
Plan a technology review →