Reassign ownership of a copilot
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 Sonu Jain.
Set up reassignment
Obtain the Dataverse URL. The DataVerse URL typically follows a format similar to: <https://<organization_name>.crm.dynamics.com.>
Go to Copilot details of your copilot where you intend to reassign ownership.
Select View Solution to launch Power Apps, which is the platform used to manage copilots.
Access Advanced Settings
In Power Apps, select the Settings icon.
From the dropdown menu, select Advanced settings.
Note
The URL should follow this structure: <DATAVERSE_URL>/main.aspx?forceUCI=1&pagetype=entitylist&etn=bot
The <DATAVERSE_URL> should look like this:
https://org21dabeee.crm.dynamics.com/
Assign copilot to new user
Note
Before transferring ownership, ensure that the new user has the necessary permissions to manage the copilot effectively.
Select the active copilot.
Select Assign to launch the Assign Chatbot dialog.
Choose the new owner.
Press Assign to complete the ownership transfer.
New copilot owner
Now the new owner is Mihaly Fodor.
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
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