microsoft 365 does not allow impersonation for small business plans

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Protect against malware and other cyberthreats

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This article describes how to increase your threat protection with Microsoft 365 Business Premium. It's critical to protect your business against phishing, malware, and other threats. Use this article as a guide to walk through the following steps:

  • Review and apply preset security policies for email and collaboration . Preset security policies can save a lot of time in setup and configuration.
  • Turn on Microsoft Defender for Business now so that you are ready to secure your organization's managed devices.
  • Adjust sharing settings for SharePoint and OneDrive files and folders to prevent accidental oversharing of files.
  • Set up and review your alert policies to protect against data loss.
  • Manage calendar sharing to determine whether employees can share their calendars with external users or manage the level of detail that can be shared.
  • Create more security policies for email and collaboration (if needed). Preset security policies provide strong protection; however, you can define your own custom policies to suit your company's needs.

1. Review and apply preset security policies for email and collaboration

Your subscription includes preset security policies that use recommended settings for anti-spam, anti-malware, and anti-phishing protection. By default, built-in protection is enabled; however, consider applying standard or strict protection for increased security.

Screenshot of preset security policies.

Preset security policies are not the same thing as security defaults . Typically, you'll be using either security defaults or Conditional Access first, and then you'll add your security policies. Preset security policies simplify the process of adding your security policies. You can also create optional custom security policies (if needed).

What are preset security policies?

Preset security policies provide protection for your email and collaboration content. These policies consist of:

  • Profiles , which determine the level of protection
  • Policies (such as anti-spam, anti-malware, anti-phishing, spoof settings, impersonation, Safe Attachments, and Safe Links)
  • Policy settings (such as groups, users, or domains to receive the policies and any exceptions)

The following table summarizes the levels of protection and preset policy types.

You can specify the users, groups, and domains to receive preset policies, and you can define certain exceptions, but you cannot change the preset policies themselves. If you want to use different settings for your security policies, you can create your own custom policies to suit your company's needs.

Policy order of priority

If users are assigned multiple policies, an order of priority is used to apply the policies. The order of priority works as follows:

Strict protection receives the highest priority and overrides all other policies.

Standard protection

Custom security policies

Built-in protection receives the lowest priority and is overridden by strict protection, standard protection, and custom policies.

Strict protection overrides all other policies, and other policies override built-in protection.

To learn more about preset security policies, see Preset security policies in EOP and Microsoft Defender for Office 365 .

How do I assign preset security policies to users?

Before you begin, make sure you have one of the following roles assigned in Exchange Online (which is included in your subscription):

  • Global Administrator
  • Organization Management
  • Security Administrator

To learn more, see Permissions in Exchange Online and About admin roles .

To assign preset security policies, follow these steps:

Go to the Microsoft Defender portal ( https://security.microsoft.com ) and sign in.

Go to Email & Collaboration > Policies & Rules > Threat policies > Preset Security Policies in the Templated policies section. (To go directly to the Preset security policies page, use https://security.microsoft.com/presetSecurityPolicies .)

On the Preset security policies page, in either the Standard protection or Strict protection section, select Manage Protection Settings .

The Apply Standard protection or Apply Strict protection wizard starts in a flyout. On the EOP protections apply to page, identify the internal recipients that the policies apply to (recipient conditions):

In the appropriate box, start typing a value, and then select the value that you want from the results. Repeat this process as many times as necessary. To remove an existing value, select the Remove icon next to the value.

For users or groups, you can use most identifiers (name, display name, alias, email address, account name, etc.), but the corresponding display name is shown in the results. For users, type an asterisk (*) by itself to see all available values.

To specify an exclusion, select the Exclude these users, groups, and domains checkbox, and then specify users, groups, or domains to exclude.

When you're finished, select Next .

On the Defender for Office 365 protections apply to page to identify the internal recipients that the policies apply to (recipient conditions). Specify users, groups, and domains just like what you did in the previous step.

On the Review and confirm your changes page, verify your selections, and then select Confirm .

To learn more about assigning preset security policies, see the following articles:

  • Use the Microsoft Defender portal to assign Standard and Strict preset security policies to users
  • Recommended settings for email and collaboration content (Microsoft 365 Business Premium includes Exchange Online Protection and Microsoft Defender for Office 365 Plan 1)

2. Turn on Microsoft Defender for Business

Microsoft 365 Business Premium includes Defender for Business , which provides advanced protection for your organization's devices, including client computers, tablets, and mobile phones. Server protection is also available if you have Microsoft Defender for Business servers.

To turn on Defender for Business, you actually initiate the provisioning process.

In the navigation bar, go to Assets > Devices . This action initiates the provisioning of Defender for Business for your tenant. You know this process has started when you see a message like what's displayed in the following screenshot:

Screenshot of the screen that indicates Defender for Business is provisioning.

It might take a few hours for your tenant to finish provisioning before you can onboard devices or complete the setup and configuration process.

Do one of the following steps:

  • Proceed to 3. Adjust sharing settings for SharePoint and OneDrive files and folders (recommended) and set up Defender for Business later, when you get to Mission 6: Secure managed devices with Microsoft 365 Business Premium .
  • Set up and configure Microsoft Defender for Business now, and then return to this article to complete the remaining steps.

3. Adjust sharing settings for SharePoint and OneDrive files and folders

By default, sharing levels are set to the most permissive level for both SharePoint and OneDrive. We recommend changing the default settings to better protect your business.

Go to Sharing in the SharePoint admin center , and sign in with an account that has admin permissions for your organization .

Under External sharing , specify the level of sharing. (We recommend using Least permissive to prevent external sharing.)

Under File and folder links , select an option (such as Specific people ). Then choose whether to grant View or Edit permissions by default for shared links (such as View ).

Under Other settings , select the options you want to use.

Then choose Save .

To learn more about these settings, see Manage sharing settings .

4. Set up and review your alert policies

Alert policies are useful for tracking user and admin activities, potential malware threats, and data loss incidents in your business. Your subscription includes a set of default policies, but you can also create custom ones. For example, if you store an important file in SharePoint that you don't want anyone to share externally, you can create a notification that alerts you if someone does share it.

The following image shows some of the default policies that are included with Microsoft 365 Business Premium.

Default alert policies included with Microsoft 365.

View your alert policies

Go to the Microsoft Purview compliance portal at https://compliance.microsoft.com and sign in.

In the navigation pane, choose Policies , and then choose Alert policies .

Select an individual policy to view more details or to edit the policy. The following image shows a list of alert policies with one policy selected:

Screenshot of a selected alert policy.

For more information, see alert policies .

How to view alerts

You can view your alerts in either the Microsoft Defender portal or the Microsoft Purview compliance portal.

For more information, see View alerts .

5. Manage calendar sharing

You can help people in your organization share their calendars appropriately for better collaboration. You can manage what level of detail they can share, such as by limiting the details that are shared to free/busy times only.

Go to Org settings in the Microsoft 365 admin center and sign in.

Choose Calendar , and choose whether people in your organization can share their calendars with people outside who have Office 365 or Exchange, or with anyone. We recommend clearing the External sharing option. If you choose to share calendars with anyone option, you can choose to also share free/busy information only.

Choose Save changes on the bottom of the page.

The following image shows that calendar sharing isn't allowed.

Screenshot of showing external calendar sharing as not allowed.

The following image shows the settings when calendar sharing is allowed with an email link with only free/busy information.

Screenshot of calendar free/busy sharing with anyone.

If your users are allowed to share their calendars, see these instructions for how to share from Outlook on the web.

6. Create additional security policies for email and collaboration (if needed)

The preset security policies described earlier in this article provide strong protection for most businesses. However, you're not limited to using preset security policies only. You can define your own custom security policies to suit your company's needs.

For more information about using preset security policies or custom policies, see Determine your protection policy strategy .

For our recommended policy settings, see the tables in Recommended settings for EOP and Microsoft Defender for Office 365 security .

To create and configure security policies, see the following articles:

  • Configure anti-malware policies in EOP
  • Configure anti-spam policies in EOP
  • Configure anti-phishing policies in Microsoft Defender for Office 365
  • Set up Safe Attachments policies in Microsoft Defender for Office 365
  • Set up Safe Links policies in Microsoft Defender for Office 365

Proceed to:

  • Secure managed and unmanaged devices
  • Protect all email
  • Collaborate and share securely

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microsoft 365 does not allow impersonation for small business plans

microsoft 365 does not allow impersonation for small business plans

Copilot for Microsoft 365 is now available for small and medium-sized businesses.

Find the best Microsoft 365 plan for your business

Choose between plans with and without microsoft teams., microsoft 365 business basic.

Originally starting from $6.00 now starting from $6.00

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(Annual subscription–auto renews) 1

Apps and services to kick-start your business, including:

Identity, access, and user management for up to 300 employees

Custom business email ([email protected])

Web and mobile versions of Word, Excel, PowerPoint, and Outlook

Chat, call, and video conference with Microsoft Teams

1 TB of cloud storage per employee

  • 10+ additional apps for your business needs (Microsoft Bookings, Planner, Forms, and others)

Automatic spam and malware filtering

Anytime phone and web support

 Copilot for Microsoft 365, available as an add-on 3

Microsoft 365 Business Standard

Originally starting from $12.50 now starting from $12.50

$12.50 $12.50

Everything in Business Basic, plus:

Desktop versions of Word, Excel, PowerPoint, and Outlook

Webinars with attendee registration and reporting

Collaborative workspaces to co-create using Microsoft Loop

Video editing and design tools with Microsoft Clipchamp

Copilot for Microsoft 365 available as an add-on 3

Microsoft 365 Business Premium

Originally starting from $22.00 now starting from $22.00

$22.00 $22.00

Everything in Business Standard, plus:

Advanced identity and access management

Enhanced cyberthreat protection against viruses and phishing attacks

Enterprise-grade device and endpoint protection

Discover, classify, and protect sensitive information

Microsoft 365 Apps for business

Originally starting from $8.25 now starting from $8.25

$8.25 $8.25

Desktop versions of Word, Excel, PowerPoint, and Outlook:

 Desktop versions of Word, Excel, PowerPoint, and Outlook

1 TB of cloud storage per user

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Help me choose the right Microsoft 365 plan

Learn more about microsoft 365 for business, learn more about microsoft 365 for enterprise, get just the microsoft 365 desktop apps, frequently asked questions, what is microsoft 365.

Microsoft 365 is the productivity cloud designed to help everyone achieve what matters, in their work and life, with best-in-class Microsoft 365 apps, intelligent cloud services, and advanced security.

On how many devices can I install Microsoft 365 apps if I have a Microsoft 365 business plan?

Install Microsoft 365 apps on up to five PCs or Macs, five tablets, and five mobile devices. Hybrid Windows devices, such as the Microsoft Surface Pro, count as either a PC or a tablet.

What forms of payment can I use?

All major credit cards are accepted. When paying with a credit card, your subscription amount will appear on your credit card statement. Existing customers may be eligible to pay by invoice and can contact support to check their eligibility for this payment method.  Learn more about paying by invoice . For Microsoft 365 business plans, depending on your choice of service, you'll be billed monthly or annually.

What's the difference between monthly, annual, and annual commitment payments?

To provide you with the greatest amount of flexibility, different payment options are available.

Microsoft 365 Business Basic, Microsoft 365 Apps for business, Microsoft 365 Business Standard, and Microsoft 365 Business Premium plans are available for monthly commitment payment or annual commitment payment.

  • Monthly commitment payment:  Pay month by month and cancel at any time.
  • Annual commitment payment:  Sign up for a one-year subscription and benefit from a discount for using this payment option. By default, your billing plan will be set to monthly billing. After your purchase, you can change your billing plan to annual billing within the Microsoft 365 admin center.  
  • Annual commitment payment:  Sign up for a one-year subscription and choose to pay monthly or for the entire year at the time you sign up.

Can I convert my trial to a paid subscription and retain all my settings and files?

Yes. If you purchase Microsoft 365 licenses for the accounts you create during your free trial, the information and configuration for these users' accounts will remain intact. Once your free trial expires, you’ll have an additional 30 days to purchase Microsoft 365 before your account information is erased. Once your trial account information has been erased, it can’t be retrieved.

Does Microsoft 365 work when I'm not connected to the internet?

The Microsoft 365 apps that you install on your PC or Mac—such as Word, Excel, PowerPoint, and Outlook—are available to you when you’re not online. 

With OneDrive in Microsoft 365, get file storage that you can access when you’re offline. When you make changes while offline, they’ll be synced to OneDrive and across the rest of your devices when you reconnect.

With Outlook, read emails already delivered to your inbox, or draft new emails and meeting requests. Your inbox and outbox will sync across the rest of your devices when you reconnect.

What happens to my data if I cancel my subscription?

Your data is yours. If you decide to cancel your Microsoft 365 subscription, download your data—for example, your email and documents on team sites—and save it to another location. You should save your data before you cancel. After you cancel your subscription, data associated with your Microsoft 365 account will be available to your administrator(s) in a limited function account for 90 days.

Where can I find more answers to frequently asked questions?

Find more answers to frequently asked questions on the  Microsoft 365 for business FAQ page .

What is Microsoft Defender for Business?

Microsoft Defender for Business is an endpoint security solution designed to help businesses with up to 300 employees. It helps protect against cybersecurity threats, including malware and ransomware, in an easy-to-use, cost-effective package. Microsoft Defender for Business is included with Microsoft 365 Business Premium and is available as a standalone product.  Learn more .

How many users can I host for online meetings and video calls using Microsoft Teams?

With Microsoft 365 Business Basic, Microsoft 365 Business Standard, and Microsoft 365 Business Premium subscriptions that have a Microsoft Teams license, you can host online meetings and video calls for up to 300 people.

With Microsoft 365 E3 and E5, Microsoft 365 A3 and A5, and Microsoft 365 Government G3 and G5 subscriptions that have a Microsoft Teams license, this limit increases up to 1,000 people. Learn more . 

For IT providers, what are the options to manage more than one customer at a time?

Managed Service Providers (MSPs) who are part of Microsoft’s Cloud Solution Provider program can use Microsoft 365 Lighthouse as one central place to secure, manage, and grow their customers using Microsoft 365 Business Basic, Business Standard, Business Premium, Defender for Business, and Microsoft 365 for enterprise and education products.  Learn more .

Copilot for Microsoft 365 frequently asked questions

Find more answers to frequently asked questions. Learn more .

  • [1] Once your paid subscription begins, cancellation policies vary based on your status as a new customer and your product and domain selections on Microsoft. Learn more . Cancel your Microsoft 365 subscription any time by going to the Microsoft 365 admin center. When a subscription is canceled, all associated data will be deleted. Learn more about data retention, deletion, and destruction in Microsoft 365 .
  • [2] After your one-month free trial ends, your subscription will automatically convert into a 12-month paid subscription and you will be charged the applicable subscription fee. Cancel anytime during your free trial to stop future charges. Credit card required to sign-up. Learn more .
  • [3] Copilot for Microsoft 365 may not be available for all markets and languages. To purchase, customers must have a qualifying plan for enterprise or business .
  • [4] Availability of mobile apps varies by country/region.

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Can't access my Microsoft 365 business account

I'm trying to begin a private message with someone who can help with this.

I saw that someone else had a similar experience but there was no final resolution so it seems this is an issue that Microsoft has no goal to actually fix or make easier.

I signed up for a Microsoft 365 business account using the e-mail I use for work. However, I cannot actually sign into the account using that e-mail. I tried using the domain name e-mailed to me, but that also does not work. It's really frustrating that I'm paying for a service that I cannot actually access. I've tried calling and using the online chat feature, but after 20 minutes, no one ever showed up to chat with me. Please advise

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When I attempt to login with organization name, it allows me to add the domain name, but then immediately takes me back to the sign-in screen to type in my e-mail..which again it does not allow me to use.

If I click on "can't access your account" it says the same thing. Either that I can't use e-mail or the username i'm adding does not exist.

I attempted to login in-private mode and this still did not work.

Greg Carmack

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microsoft 365 does not allow impersonation for small business plans

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microsoft 365 does not allow impersonation for small business plans

Problems sharing your Microsoft 365 Family subscription

Here are some common problems faced when sharing your Microsoft 365 Family subscription, and their potential solutions:

Microsoft 365 sharing invitation not received

If the person you invited to share your subscription didn’t receive the invitation, consider the following:

Confirm that you used their preferred email address.

Ask them to check their junk mail folder for a message with “Microsoft 365” in the subject.

Microsoft 365 sharing not available

You can only share your subscription if:

M365 Family Sharing icon

You have some Shares remaining. Your subscription can be shared with up to five others.

Note:  You do not need to share your subscription to install Microsoft 365 on multiple personal devices. You can use a Microsoft 365 Personal subscription on 5 devices, but you cannot share a Microsoft 365 Personal subscription with 5 other people.

If another person in your family group also has a Microsoft 365 Family or Personal subscription, it will not be shared with them. You cannot share with them because they already have the full benefits you are trying to share. 

Microsoft 365 subscription no longer available

If you leave the family group, everyone you’ve shared the subscription with will lose access.  If your Microsoft 365 Family subscription expires, you may need to remove then re-share to the Family group.

Microsoft 365 product key already used

Product keys aren't meant to be used for subscription sharing. Instead, please use the steps in Share your Microsoft 365 Family subscription  to send an email or link to each person you want to share with.

OneDrive storage not updating 

Sometimes, even after accepting the invitation, users may find that their OneDrive storage remains limited to 5 GB instead of the expected 1 TB. In such cases:

Verify that the user has accepted the invitation link.

Once accepted, they may need to wait 2 hours before changes to your storage show. Go to Manage storage , Refresh the page, and check if the additional storage is visible.

Each account has its own storage quota. If you want to share files and folders, read  Share OneDrive files and folders

Share your Microsoft 365 Family subscription

Learn more about sharing your Microsoft 365 Family subscription

Microsoft Family group roles, permissions, and data sharing

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IMAGES

  1. How to Apply Office 365 Application Impersonation Rights Tutorial in Few Steps

    microsoft 365 does not allow impersonation for small business plans

  2. How to set Impersonation in Microsoft Office 365 and Microsoft Exchange

    microsoft 365 does not allow impersonation for small business plans

  3. Setting up Application Impersonation for Exchange or Microsoft 365

    microsoft 365 does not allow impersonation for small business plans

  4. How to set Impersonation in Microsoft Office 365 and Microsoft Exchange

    microsoft 365 does not allow impersonation for small business plans

  5. Setting up Application Impersonation for Exchange or Microsoft 365

    microsoft 365 does not allow impersonation for small business plans

  6. What is Microsoft Defender for Office 365?

    microsoft 365 does not allow impersonation for small business plans

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  1. Why did this small business owner choose Microsoft 365 to run her life insurance company?

  2. Small Business Fraud: CEO Executive Impersonation Scams

  3. Upgrade your small business data protection with Microsoft 365

  4. Don't have M365 Copilot? Make Bing Chat Enterprise work for you!

COMMENTS

  1. 'Application impersonation' is possible in which plans?

    While a Business plan doesn't have Exchange Online Plan 1 license, so users won't have the Exchange Online services. The main difference is that whether a Cloud based mailbox is available in the plan. All the plans listed in the following article contain the Exchange Online services. You can find the details and differences from the article:

  2. Email Protection Basics in Microsoft 365: Spoof and Impersonation

    Spoof intelligence is enabled by default and is available for Exchange Online Protection and Microsoft Defender for Office 365. We highly recommend that you keep it enabled to filter email from senders who are spoofing domains. Figure 1: Turn on spoof intelligence in the anti-phishing policy.

  3. Which Business plans packages include the Application Impersonation

    For Microsoft 365 Business Basic, the Admin Exchange does not have the Admin Role permission for Application Impersonation. ... No plan includes the Application impersonation permissions "in the admin role" by default mate. This doesn't mean you cannot ADD them, when needed. The functionality is supported for every Exchange Online plan, apart ...

  4. Exchange 2007+ (Hosted and On-Premises) to Microsoft 365 Migration

    Microsoft 365 does NOT allow Impersonation for Small Business plans. MigrationWiz uses delegation by default to log in to individual user mailboxes using administrative credentials specified on the connector. It is highly recommended to use impersonation when migrating from or to Microsoft 365. Benefits

  5. Protect against malware and other threats with Microsoft 365 Business

    Adjust sharing settings for SharePoint and OneDrive files and folders (recommended) and set up Defender for Business later, when you get to Mission 6: Secure managed devices with Microsoft 365 Business Premium. Set up and configure Microsoft Defender for Business now, and then return to this article to complete the remaining steps. 3.

  6. Which Microsoft 365 plan is right for your business?

    Microsoft 365 for business is a subscription service that lets you run your organization in the cloud while Microsoft takes care of the IT for you. It connects employees to the people, information, and content they need to do their best work, from any device. The latest desktop versions of Microsoft 365 apps: Outlook, Word, Excel, PowerPoint ...

  7. Buy Microsoft 365 for your small business

    Go to the Microsoft 365 business plans page, and select the For business tab. Choose the plan you want and select Buy now. Confirm the plan you're buying, choose the number of people this is for, and then choose if you want to pay monthly or yearly. Depending on what you choose, you'll see what the amount for Payment due today. Then select Next.

  8. How do I migrate to Office 365 or Exchange 2010+ using impersonation?

    Office 365 doesn't allow Impersonation to be set for Small Business plans. Therefore, do not select the Advanced Option to use Impersonation, when migrating to or from an Office 365 Small Business Plan. Office 365 plans named "Business Essential" and "Business Premium" do support impersonation. Follow the steps above, under the Office ...

  9. How to set impersonation rights manually

    Note that the old Office 365 Small Business plans do not allow you to assign impersonation rights manually. The default built-in admin account is the only one who can hold such permissions. Also, the current plans with a partial support for Exchange Online services (e.g. for frontline workers) might not support this either.

  10. Lotus Notes to Microsoft 365 Migration Guide

    Enabling an administrative account the ability to access Microsoft 365 user mailboxes can be performed by adding the Impersonation role or Full Access mailbox permissions. The below steps will explain how to configure the permissions access for both options. Microsoft 365 does NOT allow Impersonation for Small Business plans.

  11. Compare All Microsoft 365 Plans

    Everything in Business Basic, plus: Desktop versions of Word, Excel, PowerPoint, and Outlook. Webinars with attendee registration and reporting. Collaborative workspaces to co-create using Microsoft Loop. Video editing and design tools with Microsoft Clipchamp. Copilot for Microsoft 365 available as an add-on 3.

  12. What's the difference between Microsoft 365 plans for home or business

    What's different. Get a branded email address for your business or bring an existing one. Create branded templates in Word, Excel, and PowerPoint. Let customers schedule appointments with you online and share calendars across individuals. Use a central location for all work files. Protect your business from threats and reduce risk after an ...

  13. Switch to a Microsoft 365 for business subscription

    With a Microsoft 365 for business subscription: Get a branded email address for your business or bring an existing one. Create branded templates in Word, Excel, and PowerPoint. Let customers schedule appointments with you online and share calendars across employees. Use a central location for all work files to save time and collaborate quickly ...

  14. Can't access my Microsoft 365 business account

    I signed up for a Microsoft 365 business account using the e-mail I use for work. However, I cannot actually sign into the account using that e-mail. I tried using the domain name e-mailed to me, but that also does not work. It's really frustrating that I'm paying for a service that I cannot actually access.

  15. Small business help & learning

    Get help & support. Learn more about your Microsoft 365 apps. Watch: Set up multifactor authentication. Microsoft 365 Community. Microsoft 365 support. Small business resource center. Free training and workshops for small business. Find the information you need to build, run, grow, and support your small business in Microsoft 365.

  16. Problems sharing your Microsoft 365 Family subscription

    If your Microsoft 365 Family subscription expires, you may need to remove then re-share to the Family group. Microsoft 365 product key already used. Product keys aren't meant to be used for subscription sharing. Instead, please use the steps in Share your Microsoft 365 Family subscription to send an email or link to each person you want to ...