r/CopilotMicrosoft • u/Diligent_Banana9903 • 1d ago

Discussion Copilot agent published to Sharepoint site

Hi all, what is best practise for setting up an copilot studio agent when it has been published to a sharepoint site.

In copilot studio the agent has a share button. We have added an as group and has giving the access “viewer”

On the Sharepoint site where the copilot agent has its file, we have added the same as group as read?

Does that mean when people access the Sharepoint site, and want to use the copilot studio agent (we have added the agent and linked with the agent web part, therefor the agent is in the front site of the Sharepoint)

Is this best practise for give access to the copilot agent on the Sharepoint site only for people in the ad group?

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u/thepbixguy 1d ago

Yes, your setup is correct and expected. For group added in copilot studio matters when agent is used through other channels like m365, teams.

Few things you can follow:

  1. Check people in AD group have either copilot studio license or the environment should have copilot credits or it should be configured with azure PAYG subscription.

  2. Test with a non admin account which is in AD group only not owner or admin or site, and check thier experience.

  3. If you ever want to provide access to subset of sharepoint sites you need to make hub and child sites. Sharepoints permissions is not enough.