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Power Platform Community / Forums / Copilot Studio / Adding Editors / Admin
Copilot Studio
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Adding Editors / Admin

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Hello - I'm attempting to add a small group of people to be editors of either my entire chat bot or for specific topics. Seems the best way to do this is through Security Groups, but I haven't been able to find how I might create one of those? Would greatly appreciate any help on granting admin / editor access to other collaborators. 

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  • jdee111 Profile Picture
    71 on at

    Hi, if you have access to Azure AD, then you can create a security group (in portal.azure.com, look for Azure Active Directory) - and add members in - then share with that group. 

     

    If not, then you'll probably need to get your admin to do it.  I've found that it's not granular enough to only share one topic - it's all or nothing.  If you want to give admin permissions to just one or two people, you can just share the bot with those people and not use a security group.

  • DiegoPeres Profile Picture
    327 on at

    Hi @crr290 

    Certainly the best way to manage access is through Azure security groups, if you have access to create the process is very simple, here is a step by step how to proceed:

    1. Access the link https://portal.azure.com 
    and search for Active Directory as in the print below.

     

    DiegoPeres_0-1665586409347.png

    Go to the active directory and on the left side choose groups

     

    DiegoPeres_1-1665586611174.png

    Click on New Group

    DiegoPeres_2-1665586774448.png

    Define the name and parameters of the group, entering the owners (full access to the group) and the members.

    DiegoPeres_3-1665586989422.png

    Repeat for the other group, then go to the power platform's adm panel: https://admin.powerplatform.microsoft.com/ 

     

    Choose your enviroment

    DiegoPeres_4-1665587182408.png

     

    in the right corner under ACESS choose, Teams

    DiegoPeres_5-1665587274684.png


    Click on create team, and fill in the required fields.

    DiegoPeres_7-1665587438209.png

    Once you have done this you can enter the rules for each group created.

    In my case we have a request where the user can request access permission in one of the access groups for the bots, I automated the insertion of the users using power automate, as soon as the request is approved the user is inserted in the security group created in ADD thus simplifying the access process.

    I hope I have helped.


    Did I answer your question?😉
    Please consider accepting it as the solution to help other members find you faster.


    Like my answer?


    Like it! 👍



    Thanks!
    Diego Peres,
    Connect with me: Linkedin

     

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