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Copilot Studio
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Copilot Studio - Row Level Security

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Hi Team,
 
I have created a Copilot Studio Agent and added a text file as the knowledge source. The text file includes organizational department data (HR, Finance, Design and Development, and IT), with Year and Quarter-wise KPIs and Projects. I need to implement row-level security for AI responses so that, for example, the HR department cannot see Finance department KPIs and Projects, and the same restriction applies across other departments. Kindly guide me on how I can achieve row-level security for departments in Copilot Studio.
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  • chiaraalina Profile Picture
    2,326 Super User 2026 Season 1 on at
    Hi
     
    You can enforce row‑level security (RLS) in Copilot Studi, but not directly within a flat text file used as a knowledge source. Instead, you’ll need to leverage Microsoft's broader platform tooling to control which departmental data each user can access.
     
    Option 1: Use Microsoft Dataverse + RLS (Recommended)
     
    It's a bit complicated to set up. Advanced level.
     
    Option 2: Store multiple text files
     
    Store multiple text files (one per department) and host them in location with access control (e.g., SharePoint sites or folders with restricted access per department).
     

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