Troubleshooting View-Only Recipients role assignment
When configuring the connection to a target server, the connection wizard checks if the provided admin account is assigned the View-Only Recipients role. If the role is missing, the Configuration step fails (Fig. 1.), as the program is not able to list user mailboxes. You also get the following error:
Role 'View-Only Recipients' is not assigned to admin account
Fig. 1. The error displayed when your admin account is not assigned the required management role.
If the program is unable to check the roles assigned to the admin account, it means that the used account does not have the View-Only Configuration role assigned (learn more).
To continue with the configuration, the program will attempt to assign the View-Only Recipients role automatically (Fig. 2.), as well as other missing roles. Click Yes to proceed.
Fig. 2. Automatically assigning the missing management roles.
Some of the management roles are optional if certain conditions are met. Learn more here.
If the program is unable to assign the missing roles, it means that the provided account doesn't have appropriate rights to do so. You will be asked to enter credentials of an admin user who is a member of the Organization Management role group (Fig. 3.). If you are certain that this account belongs to the above role group, make sure that you typed the credentials correctly.
Fig. 3. Providing credentials of an account that is a member of
the Organization Management role group.
Provide a valid UPN and password and click OK. The missing roles will be assigned, and the Configuration step will finish successfully.
Note that only the credentials specified in the Admin account step are used to connect to the source or target server. Credentials provided in the Configuration step are only used once to assign the missing roles. Therefore, you will not be asked to provide the credentials of other admin users again as long as you use the same admin account for the migration process.
If you don't want the program to assign any roles automatically, you can do it manually, following the steps described in this KB article.
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