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Reassign ownership of a copilot

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When the original owner of a copilot is no longer available, due to resignation or role changes, it can be challenging to edit and manage the copilot effectively. This guide walks you through the process of reassigning ownership of a copilot to a new user.

Current copilot owner

In this example, the current owner is Quy Vu.

Screenshot displaying the current owner of a copilot.

Set up reassignment

  1. Obtain the Dataverse URL. The DataVerse URL typically follows a format similar to: <https://<organization_name>.crm.dynamics.com.>

  2. Go to Copilot details of your copilot where you intend to reassign ownership.

  3. Select View Solution to launch Power Apps, which is the platform used to manage copilots.

    Screenshot of the Copilot Studio UI displaying the details of the copilot that will have its ownership reassigned.

Access Advanced Settings

  1. In Power Apps, select the Settings icon.

    Screenshot of the Power Apps UI with the Settings icon highlighted.

  2. From the dropdown menu, select Advanced settings.

The <DATAVERSE_URL> should look like this: https://org21dabeee.crm.dynamics.com/

Note

The URL should follow this structure: <DATAVERSE_URL>/main.aspx?forceUCI=1&pagetype=entitylist&etn=bot

Screenshot of the sample Dataverse URL structure.

Assign copilot to new user

Note

Before transferring ownership, ensure that the new user has the necessary permissions to manage the copilot effectively.

  1. Select the active copilot.

  2. Select Assign to launch the Assign Chatbot dialog.

  3. Choose the new owner.

  4. Press Assign to complete the ownership transfer.

    Screenshot of the four steps to assign ownership of the copilot to a new user.

New copilot owner

Now the new owner is Neetu Srivastava.

Screenshot displaying the view of a new user assigned to a copilot.

Note

In Copilot Studio for Teams, any owner of the team should also be an admin of the Copilot Studio copilot. For more information, see Share copilots to collaborate with others