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Hello Whitney Mabry,
Thank you for posting to the Microsoft Q&A.
I want to first acknowledge the critical nature of the work you are doing. Managing transportation logistics for dialysis patients is a high-stakes responsibility where communication speed and clarity are literal lifelines; therefore, I completely understand why you need the efficiency of Copilot on that specific dialysisadvocate account to handle the volume of requests effectively.
Regarding the issue you are facing, I need to clarify how Copilot licensing works within a Family Plan. While Microsoft 365 Family allows you to share Office apps (Word, Excel, Outlook) and storage with other accounts, Copilot Pro is an account-specific add-on.
Unlike the Office apps themselves, AI benefits and credits are tied strictly to the individual identity that purchased the subscription and cannot be shared with other family members or secondary accounts. This is why the feature appears for your primary account but remains invisible for the secondary one.
For more information on Copilot sharing limitations, I recommend checking this official Microsoft article: How to use Copilot when signed in with one or more accounts.
To activate Copilot features for your advocacy work, you have two options:
Option 1: The Direct Fix
To get full functionality (including the "Summarize" feature for incoming emails), you must purchase a separate Copilot Pro subscription specifically while logged in as the dialysisadvocate account.
- Note: You do not need to buy another Microsoft 365 Office subscription (your Family share already covers the Outlook app itself); you only need the Copilot add-on for that specific email identity.
Option 2: The Workflow Workaround (Free)
If purchasing a second subscription is not feasible for a volunteer project right now, you can use a "Drafting" workflow:
- Keep the Copilot pane open while logged into your Primary account.
- Ask Copilot to draft the response there (e.g., "Draft a polite email to a transport provider about a late pickup...").
- Copy the generated text.
- Switch to the
dialysisadvocateinbox and paste the text.
- Limitation: While this allows you to generate text, you unfortunately will not be able to use the "Summarize" button on incoming patient emails in the secondary inbox with this method.
I hope this information helps clarify the situation so you can decide on the best path forward for your help desk. Please let me know if you need further assistance or if there are any other details I can clarify for you.
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