Environments in Microsoft Copilot Studio
Microsoft Copilot Studio gives you the flexibility to create agents in different environments. An environment is a space to store, manage, and share your organization's business data. The agents that you create are stored in an environment. Apps and flows are also stored in environments. Environments might have different roles, security requirements, and target audiences, and each environment is created in a separate location.
When creating a new agent, it's created in the currently selected environment.
There are two ways to create an agent:
Describe the agent you want to build: Allows you to provide a brief overview of the functionality that you want your agent to have. Copilot Studio will create the agent with some topics automatically. You can tailor the agent to fit your needs after it is created.
Manually configure: Allows you to manually configure the agent. You provide details such as what you want to call it, instructions, and knowledge.
We will examine both options in more detail later.
To create an agent in an environment where you don't have access, you need to be a system administrator or contact the system administrator. Then, you need to complete the following steps:
Create an agent in the environment (this step installs the necessary Microsoft Copilot Studio solutions).
Assign the security role of "agent author" to you in the environment.
To assign the security role of "agent author," Microsoft Power Platform admin must go to Microsoft Power Platform admin center, select the environment, and then select Settings.
In Users + permissions, select Security roles.
Select the Ellipsis next to Agent Author, and from the menu that appears, select Members.
Select + Add people.
You can search for the person whom you are looking for, select the name, and then select Add.
The upper part of the screen shows a successful notification ribbon and the name of the user.
You successfully gave a user agent maker access in an environment.