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Microsoft Copilot Studio

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Posted on by AG-21110416-0

Hello Microsoft Community,
I’m currently developing an HR Copilot using Microsoft Copilot Studio and need assistance with implementing Role-Based Access Control (RBAC) for managing access to leave data which must follow organizational hierarchy, which is stored in CSV format and will be accessed through user prompts.

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Artur Stepniak 1,534 Super User 2025 Season 2 on at

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Microsoft Copilot Studio

Hello,

do I understand it correctly that you'd like to manage the data accessed by the chatbot, based on the user which's using it? And the data source is in CSV format?

If yes, then you'd need to consider switching the data source to a Sharepoint List or Dataverse table. It's not possible to prepare any level of security with CSV file. Dataverse is the easiest and most efficent approach in that case, because it already has all the necessary objects like business units, roles, column level security etc.

In case of any other questions, let me know. If the answer is correct, mark it as a solution, so that others can benefit from it.

Best regards,

Artur Stepniak

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AG-21110416-0 6 on at

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AG-21110416-0 6 on at

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Microsoft Copilot Studio

Hello,Artur Stepniak
Appreciate your reply. Can you pls explain in detail if possible.
1.How data verse will be able to help for example: if an employee using copilot, employee should be able to access leaves info about his leaves only not more than that and same goes for manager, manager should be able to access all leaves database working under them. this copilot will be deployed in Microsoft teams.

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Artur Stepniak 1,534 Super User 2025 Season 2 on at

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Hello,

I'd suggest you should read the documentation regarding security concepts, especially about business units:

https://learn.microsoft.com/en-us/power-platform/admin/wp-security-cds

Business units provide the functionality that you'd like to have.

In case of any other questions, let me know. If the answer is correct, mark it as a solution, so that others can benefit from it.

Best regards,

Artur Stepniak

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