How-to · Exchange Online

Convert a user mailbox to a shared mailbox

At the end the mailbox will be a shared mailbox that the right people can open, its sign-in will be blocked, and you will know whether you can remove its licence and how to turn it back into a user mailbox.

Updated 4 Nov 20269 steps4 official sources
Before you start

What you need before step 1

Applies to: Exchange Online mailboxes in Microsoft 365, including cloud-provisioned mailboxes in an Exchange hybrid organisation, as documented by Microsoft

Admin roles you need

  • Exchange Administrator or Global Administrator in Microsoft 365 (Microsoft lists the permissions under the "Recipients" entry in Feature permissions in Exchange Online)
  • User Administrator or higher to remove the licence and block sign-in in the Microsoft 365 admin center
  • Hybrid only: Organization Management or Recipient Management in on-premises Exchange to run Set-RemoteMailbox

Licences

  • The user mailbox must still have a licence assigned when you convert it, or the Convert option does not appear
  • After conversion, a shared mailbox needs no licence up to 50 GB. Over 50 GB (up to 100 GB), an archive beyond the default, or Litigation Hold or In-Place Hold need Exchange Online Plan 2, or Exchange Online Plan 1 plus Exchange Online Archiving.
  • People who open the shared mailbox need their own licensed Exchange Online mailbox

Install instructions

ExchangeOnlineManagement module (installed from the PowerShell Gallery)For Set-Mailbox -Type Shared and bulk conversions; see the connect how-to for install stepshttps://learn.microsoft.com/powershell/exchange/exchange-online-powershell-v2Our step-by-step →Install steps

Web portals you will use (nothing to install)

Microsoft 365 admin centerUsers > Active users > Mail tab holds the Convert to shared mailbox optionhttps://admin.microsoft.comOpen
Exchange admin centerRecipients > Mailboxes; also used to convert backhttps://admin.exchange.microsoft.comOpen

Also have ready

  • Do not delete the user account. Microsoft says the account anchors the shared mailbox.
  • A list of the people who need Full Access and Send As on the shared mailbox
Step by step

9 steps

  1. 1

    Check the mailbox type and size

    Where: PowerShell on your admin PC, connected with Connect-ExchangeOnline

    Connect (see connect to Exchange Online PowerShell), then confirm it is a user mailbox and check its size. If TotalItemSize is over 50 GB, either keep an Exchange Online Plan 2 licence on it after conversion or delete large items first.

    Connect-ExchangeOnline -UserPrincipalName admin@contoso.com
    Get-Mailbox -Identity user@contoso.com | Format-List DisplayName,RecipientTypeDetails,LitigationHoldEnabled
    Get-EXOMailboxStatistics -Identity user@contoso.com | Format-List DisplayName,TotalItemSize,ItemCount
    You should see: RecipientTypeDetails shows UserMailbox, and TotalItemSize shows the current size, for example 12.3 GB.
  2. 2

    Make sure the licence is still assigned

    Where: Microsoft 365 admin center (https://admin.microsoft.com) > Users > Active users > (user) > Licenses and apps

    Check a licence that includes Exchange Online is ticked. If you removed it already, tick it again and select Save changes; Microsoft says you will not see the convert option otherwise. See assign licences in Microsoft 365.

    You should see: The Licenses and apps tab shows a licence with Exchange Online.
  3. 3

    Convert in the Microsoft 365 admin center

    Where: Microsoft 365 admin center > Users > Active users

    Select the user. On the Mail tab, select Convert to shared mailbox, then select Convert. Use this, the EAC (next step) or PowerShell (step 5); you only need one.

    You should see: A confirmation that the mailbox was converted. The user now appears in Teams & groups > Shared mailboxes.
  4. 4

    Or convert in the Exchange admin center

    Where: Exchange admin center (https://admin.exchange.microsoft.com) > Recipients > Mailboxes

    Select the mailbox. In the More actions pane select Convert to shared mailbox, then select Confirm.

    You should see: The notification Mailbox converted successfully is displayed, and the mailbox type shows Shared.
  5. 5

    Or convert with PowerShell

    Where: PowerShell connected with Connect-ExchangeOnline

    Run Set-Mailbox with -Type Shared. For several mailboxes, put the addresses in a CSV with a header Email and loop through it.

    Set-Mailbox -Identity user@contoso.com -Type Shared
    Import-Csv C:\migration\to-shared.csv | ForEach-Object { Set-Mailbox -Identity $_.Email -Type Shared }
    You should see: The prompt returns with no error.
  6. 6

    Hybrid only: convert the remote mailbox on-premises

    Where: Exchange Management Shell on an on-premises Exchange server

    If directory synchronisation manages the account, Microsoft says to manage the mailbox with on-premises tools. For a mailbox provisioned in Exchange Online but not migrated, convert the remote mailbox object on-premises. If the mailbox was migrated to Exchange Online, also update the mailbox in Exchange Online (step 5). Otherwise the next sync can turn it back into a user mailbox.

    Set-RemoteMailbox -Identity user@contoso.com -Type Shared
    You should see: The command completes with no error, and after the next sync Exchange Online still shows the mailbox as Shared.
  7. 7

    Give people access

    Where: Microsoft 365 admin center > Teams & groups > Shared mailboxes, or PowerShell connected with Connect-ExchangeOnline

    Select the shared mailbox and edit its Members to add the people who need it, or grant Full Access and Send As in PowerShell. Microsoft says a shared mailbox supports a maximum of 25 users at once; use a Microsoft 365 group if you need more. Only people inside your organisation can use a shared mailbox.

    Add-MailboxPermission -Identity user@contoso.com -User colleague@contoso.com -AccessRights FullAccess -InheritanceType All
    Add-RecipientPermission -Identity user@contoso.com -Trustee colleague@contoso.com -AccessRights SendAs -Confirm:$false
    You should see: The colleague is listed as a member, and the shared mailbox appears in their Outlook folder list after Outlook restarts.
  8. 8

    Block sign-in to the old account

    Where: Microsoft 365 admin center > Users > Active users > (user)

    Select Block sign-in, tick Block this user from signing in and select Save changes. Microsoft says the original username and password keep working on a converted shared mailbox unless you change them, and that you should always block sign-in for shared mailbox accounts.

    You should see: The user shows Sign-in blocked in Active users. Members can still open the mailbox through their own accounts.
  9. 9

    Remove the licence if the mailbox is under 50 GB

    Where: Microsoft 365 admin center > Users > Active users > (user) > Licenses and apps

    Untick the licence and select Save changes. Keep a licence if the mailbox is over 50 GB, has an archive you need beyond the default, or must stay on Litigation Hold or In-Place Hold (Exchange Online Plan 2, or Plan 1 plus Exchange Online Archiving).

    You should see: The user shows Unlicensed and the shared mailbox still opens for members.
From experience

Expert tips

Check size and holds before you pull the licence

The 50 GB free limit is the usual trap. Run Get-EXOMailboxStatistics first. If the mailbox is on Litigation Hold, or your retention plan relies on it, Microsoft requires Exchange Online Plan 2 (or Plan 1 plus Exchange Online Archiving) on the shared mailbox, so leave a licence on it.

Never delete the account, block it instead

The user account anchors the shared mailbox. Block sign-in and, for a leaver, follow your offboarding steps. Microsoft notes that if you do not reset the password, the original username and password keep working on the shared mailbox until sign-in is blocked.

In hybrid, change it on-premises

If Entra Connect syncs the account, a cloud-only change can be undone by the next sync. Use Set-RemoteMailbox -Type Shared in the Exchange Management Shell so the on-premises object agrees with the cloud.

Convert in bulk with a CSV

For a batch of leavers or generic addresses (info@, accounts@), list them in a CSV and loop Set-Mailbox -Type Shared. Re-run the type check afterwards and only then remove licences.

Keep members to 25 or fewer

Microsoft says a shared mailbox supports a maximum of 25 users, and more people at the same time can cause connection failures or duplicated messages. For a large team, use a Microsoft 365 group instead.

Check it worked

How to confirm it worked

  • Get-Mailbox -Identity user@contoso.com | Format-List RecipientTypeDetails returns SharedMailbox.

  • Microsoft 365 admin center > Teams & groups > Shared mailboxes lists the mailbox with its members.

  • A member opens the mailbox in Outlook on the web (select their profile picture > Open another mailbox) and sees the old mail, calendar and inbox rules (Microsoft says inbox rules are preserved).

  • Signing in directly as the old user fails because sign-in is blocked.

Undo

How to reverse it

Rollback:

Convert it back in the Exchange admin center: Recipients > Mailboxes, select the shared mailbox and select Convert to regular mailbox, then Confirm (Microsoft 365 admin center documentation shows this on the Others tab). In PowerShell run Set-Mailbox -Identity user@contoso.com -Type Regular. Then in the Microsoft 365 admin center assign a licence to the account, reset the password and unblock sign-in. Microsoft says it takes a few minutes for the mailbox to be set up, after which the user sees the mail and calendar that were in the shared mailbox. In hybrid, run Set-RemoteMailbox -Identity user@contoso.com -Type Regular on-premises.

Troubleshooting

Errors you might see

The Convert to shared mailbox option is missing on the Mail tab

Cause: The user has no licence assigned.

Fix: Assign a licence with Exchange Online, wait for the mailbox to show, then convert. Remove the licence afterwards if the mailbox is under 50 GB.

The shared mailbox can receive but cannot send, then senders get a non-delivery report

Cause: Microsoft says a shared mailbox that reaches its storage limit can receive for some time but not send, and later stops receiving.

Fix: Delete large items to get under 50 GB, or assign Exchange Online Plan 2 to raise the limit to 100 GB, or Plan 1 with Exchange Online Archiving and enable the archive.

Shared mailboxes are unexpectedly converted back to user mailboxes after directory synchronisation

Cause: In hybrid, the on-premises remote mailbox object still says user mailbox and sync overwrites the cloud change.

Fix: Run Set-RemoteMailbox -Type Shared on-premises as in step 6, then let sync run.

The user account was deleted before conversion and the mailbox is gone from the list

Cause: The account that anchors the mailbox was removed.

Fix: Restore the user, assign a licence, reset the password, wait up to 24 hours for the mailbox to be re-created, then convert and remove the licence.

FAQ

Questions

Do I lose any mail when I convert?

No. Conversion changes the mailbox type; the mail, calendar and inbox rules stay. Microsoft says inbox rules are preserved.

How big can an unlicensed shared mailbox be?

50 GB. Microsoft says assigning Exchange Online Plan 2 raises it to 100 GB. Unlicensed shared mailboxes created before July 2018 have a 100 GB size.

Can people outside the organisation use the shared mailbox?

No. Microsoft says only people inside your organisation can use a shared mailbox; use a Microsoft 365 group for outside access.

Should I convert leavers' mailboxes before or after a migration?

Either works, but converting before a tenant move means you can remove the licence and the mailbox still migrates as a shared mailbox. Keep the licence on if a hold or the 50 GB limit applies.

Sources

Official sources

Vendors change menus and requirements. Confirm on the source before you rely on a detail. Last checked 4 Nov 2026.