Copilot Studio - General

Co-editing

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Posted on by GD-29101648-0

How do I add additional Owners/creators to a Test bot I have set up, allowing us to co-develop?

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SaiRT14 1,931 on at

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Co-editing

this week shared my Copilot multiple time, here are the steps:

Open Copilot Studio: Navigate to the Copilot Studio portal where you’ve set up your bot.

Go to Bot Settings:

Select your test bot from the list.

Open the bot's settings or configuration panel.

Add Collaborators:

Look for an "Owners" or "Collaborators" section within the settings. This is where you can manage permissions.

Use the Add Owners/Collaborators option to invite additional users. You’ll need their Microsoft 365 email addresses.

Specify the level of permissions they should have (e.g., Owner or Contributor) to allow full co-development access.

Assign Permissions:

Once added, ensure they have the Edit or Co-owner permissions as per your requirements. Some setups may also allow setting permissions for specific bot areas, like knowledge assets or configurations.

Save Changes:

Confirm and save your changes. The invited users should now see the bot in their own Copilot Studio portal under Shared Bots or Collaborative Bots and can start co-developing.
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Vinoth Selvam 1,278 on at

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Co-editing

Hi GD-29101648-0,

Open the copilot you want to share in Copilot Studio. On the top menu bar near settings, select the More icon (…) and then select Share.

If you share, by default the new person will have the editor privileges.

Refer to below link:

https://learn.microsoft.com/en-us/microsoft-copilot-studio/admin-share-bots?tabs=web#collaborate-on-copilots

Thanks.
Dana-Hasan 13 on at

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Co-editing

Hey!
Adding more makers to your Copilot for collaborative development is super easy. When you share a Copilot with individual users, they get permission to view, edit, configure, share, and publish it. But they won’t be able to delete it.

For detailed steps, check out this link: https://learn.microsoft.com/en-us/microsoft-copilot-studio/admin-share-bots?tabs=web