How to Review Entitlements During Setup

Updated 2026-04-25

Understand current capacity early so onboarding plans match the package.

Entitlements should be reviewed early in setup so organizations understand current capacity before onboarding additional applications or increasing operational use.

Who this is for

  • Org Admin
  • Tenant Admin
  • Executive Viewer
  • internal administrators involved in rollout

Steps

1. Open Entitlements 2. Review the plan name 3. Review current standard app usage 4. Review current AI usage 5. Compare current usage to expected onboarding plans 6. Flag any capacity concerns before rollout expands

Best practice

Review entitlements before users begin depending on capacity that may not actually be available under the current package.

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