Understand authentication in Microsoft Copilot for Security

Copilot uses on-behalf-of authentication to access security-related data through active Microsoft plugins. Specific Copilot for Security roles must be assigned in order for a group or individual to access the Copilot for Security platform. After you're authenticated to the platform, your data access determines what plugins are available in prompts. Your role controls what other activities you have access to, such as configuring settings, assigning permissions, and performing tasks.

Copilot for Security roles are not Entra roles. They're defined and managed within Copilot and only grant access to Copilot for Security features.

Microsoft Entra roles grant access to multiple products across the Microsoft portfolio of products. These roles are managed through the Microsoft Entra admin center. For more information, see Assign Microsoft Entra roles to users.

Azure IAM roles control access to Azure resources like Security Capacity Units (SCU) in a resource group as part of a subscription. For more information, see Assign Azure roles.

Access Copilot for Security platform

After Copilot for Security is onboarded for your organization, the following roles determine a user's access to the Copilot for Security platform.

Copilot for Security roles

Copilot for Security introduces two roles that function like access groups but aren't Microsoft Entra ID roles. Instead, they only control access to the capabilities of the Copilot for Security platform.

• Copilot owner
• Copilot contributor

By default, all users in the Microsoft Entra tenant are given Copilot contributor access.

Microsoft Entra roles

The following Microsoft Entra roles automatically inherit Copilot owner access.

• Security Administrator
• Global Administrator

Access the capabilities of Microsoft plugins

Copilot for Security doesn't go beyond the access you have. Each Microsoft plugin has its own role requirements for calling the plugin's service and its data. Verify that you have the proper service roles and licenses assigned to use the capabilities of the Microsoft plugins that are activated.

Consider these examples:

1. Copilot contributor

   As an analyst, you're assigned Copilot contributor access, which gives you access to the Copilot platform with the ability to create sessions. Following the least privilege model, you don't have any Microsoft Entra roles like Security Administrator. However, in order to utilize the Microsoft Sentinel plugin, you still need an appropriate role like Microsoft Sentinel Reader for Copilot to access incidents in the Microsoft Sentinel workspace. You need another service-specific role like the Endpoint Security Manager for Copilot to access the devices, privileges, policies, and postures available through the Intune plugin. For Microsoft Defender XDR, you're assigned a custom role that gives you access to the embedded Copilot for Security experience and Copilot access to Microsoft Defender XDR data.

   For more information on Defender XDR custom roles, see Microsoft Defender XDR Unified RBAC.

2. Microsoft Entra security group

   Although the Security Administrator role inherits access to Copilot and certain plugin capabilities, this role includes permissions. Assigning this role purely for Copilot access isn't recommended. Instead, create a security group and add that group to the appropriate Copilot role (Owner or Contributor).

   For more information, see Best practices for Microsoft Entra roles.

Access embedded experiences

In addition to the Copilot contributor role, verify the requirements for each Copilot for Security embedded experience to understand what extra roles and licenses are required.

For more information, see Copilot for Security experiences.

Shared sessions

Copilot contributor role is the only requirement for sharing a session link or viewing it from that tenant.

When you share a session link, consider these access implications:

• Copilot for Security needs to access a plugin's service and data to generate a response, but that same access isn't evaluated when viewing the shared session. For example, if you have access to devices and policies in Intune, and the Intune plugin is utilized to generate a response that you share, the recipient of the shared session link doesn't need Intune access to view the full results of the session.
• A shared session contains all the prompts and responses included in the session, whether it was shared after the first prompt or the last.
• Only the user that creates a session controls which Copilot users can access that session. If you receive a link for a shared session from the session creator, you have access. If you forward that link to someone else, it doesn't grant them access.
• Shared sessions are read-only.
• Sessions can only be shared with users in the same tenant that have access to Copilot.
• Some regions don't support session sharing via email.
  • SouthAfricaNorth
  • UAENorth

For more information on shared sessions, see Navigating Copilot for Security.

Assign roles

The following table illustrates the default access granted to starting roles.

Note

By default, Everyone has Copilot contributor access. Consider replacing this broad access with specific users or groups.

Capability	Copilot owner	Copilot contributor
Create sessions	Yes	Yes
Manage personal custom plugins	Yes	Default No
Allow contributors to manage personal custom plugins	Yes	No
Allow contributors to publish custom plugins for the tenant	Yes	No
Upload files	Yes	Yes
Run promptbooks	Yes	Yes
Manage personal promptbooks	Yes	Yes
Share promptbooks with tenant	Yes	Yes
Update data sharing and feedback options	Yes	No
Capacity management	Yes*	No
Data evaluation	Yes	No
View usage dashboard	Yes	No
Select language	Yes	Yes

Assign Copilot for Security access

Assign Copilot roles within Copilot for Security settings.

1. Select the home menu.
2. Select Role assignment > Add members.
3. Start typing the name of the person or group in the Add members dialog box.
4. Select the person or group.
5. Select the Copilot for Security role to assign (Copilot owner or Copilot contributor).
6. Select Add.

Tip

We recommend using security groups to assign Copilot for Security roles instead of individual users. This reduces administrative complexity.

Global Administrator and Security Administrator roles can't be removed from Owner access, but the Everyone group is removable from Contributor access. It's also a valid group to add back if you want to.

Entra role membership is only manageable from the Microsoft Entra admin center. For more information, see Manage Microsoft Entra user roles.

Configure Owner settings

Here are configuration options available to users with the Copilot owner role:

• Manage capacity - security compute unit association and creation
• Data sharing and feedback options
• Data evaluation - location options
• Manage plugins

Capacity management

Manage capacity association and geo location evaluation options. Keep in mind, purchasing new security capacity units (SCUs), changing capacity, or associating with a different capacity all require Azure Owner or Contributor access to the capacity resource in the Azure portal.

Figure shows owner setting for associating SCUs.

For more information on purchasing SCUs, see Provision capacity.

Data evaluation

Evaluate all prompts for your tenant strictly in your designated geography, or optionally allow Copilot to evaluate prompts anywhere.

Figure shows owner setting for prompt evaluation location options.

Manage plugins

Preinstalled plugins, like ServiceNow and Azure AI Search, require more setup. When the setup includes configuring authentication, the plugin provider determines the type of authentication. Any plugin with the or Set up buttons are configured per user. This means all users, including owners, only configure that plugin for themselves.

Note

Website plugins use anonymous authentication to access content.

In Preferences, the following plugin options are configurable:

• control whether other roles can add custom plugins for their sessions
• control whether other roles can publish custom plugins to the tenant
• control whether all roles can upload files

For more information, see Manage plugins and Add a source by uploading a file.

Manage promptbooks

Promptbook creation is available to all roles, including the ability to publish a custom promptbook for the tenant. Choose whether to publish a promptbook for yourself or the tenant at the time of creation.

For more information, see Build your own promptbook.

Multitenant

If your organization has multiple tenants, Copilot for Security can accommodate authentication across them to access security data where Copilot for Security is provisioned. The tenant that is provisioned for Copilot for Security doesn't need to be the tenant that your security analyst logs in from. For more information, see Navigating Copilot for Security tenant switching.

Cross tenant sign-in example

Contoso recently merged with Fabrikam. Both tenants have security analysts, but only Contoso purchased and provisioned Copilot for Security. Angus MacGregor, an analyst from Fabrikam wants to use their Fabrikam credential to use Copilot for Security. Here are the steps to accomplish this access:

1. Ensure Angus MacGregor's Fabrikam account has an external member account in the Contoso tenant.

2. Assign the external member account the necessary roles to access Copilot for Security and the desired Microsoft plugins.

3. Sign in to the Copilot for Security portal with the Fabrikam account.

4. Switch tenants to Contoso.

   

For more information, see Grant MSSP access.