#What Can I Do as a Copilot Studio Agent Contact or Owner?

As a Copilot Studio agent contact or owner, you are responsible for assessing and reviewing your agent.

You can access the Copilot Studio agent renewal tasks in Tasks and to-dos within MyHub. Click Start task in the task row to go to the Renew Copilot Studio agent page and follow the instructions below to complete the renewal process.

#Renew Copilot Studio Agents

Before starting the renewal process, you may see one or both of the following intake questions based on your IT administrator’s configurations:

1. Are you responsible for this agent?

   • Yes – You will proceed to the next intake question, or the renewal process will begin.

   • No – The I am not responsible for this task window appears and you may see one of the following contents based on your IT administrator’s configuration.

     • If your organization allows you to reassign or skip the task:

       • To reassign the task, choose I’m not the correct renewal assignee, but I know who is now responsible for this renewal and specify the new assignee.

       • To skip the task, choose I'm not the correct renewal assignee, and I don't know who is responsible for this renewal.

       Click OK to proceed.

     • If your IT administrator only allows you to skip the task, click OK in the confirmation window to skip the task.

     • If your IT administrator only allows you to reassign the task, specify the new assignee and click OK.

   • Cancel – This will exit the task without changes.

2. Do you still need this agent?

   • Yes – The renewal process will begin.

   • No – The Delete this agent window appears, click Delete to delete this agent if you no longer require it.

   • Cancel – This will exit the task without changes.

While answering the intake questions, you can view the following agent information:

• Primary contact

• Secondary contact (if any)

• Shared with organization

• Shared users

• Shared groups

• Shared guests

• Created time

• Last modified time

  • Last publish time

For additional details, click View details in the upper-right corner to open the View details window.

#Start Renewal

Complete the following steps to renew the agent. Note that the steps below list all renewal options provided by AvePoint Cloud Governance. The information available to you for review and update is defined by your IT administrator.

1. Contact – Review the current primary and/or secondary agent contact to check whether they are still correct. You can perform the following actions on the agent contact if necessary. Note that the primary contact and secondary contact cannot be the same person.

   • Edit primary contact – To update the primary contact, complete the following steps:

     1. Click Change contact.

     2. In the Update primary contact panel, enter the name of a user to be the primary contact, and then click Save to save your configurations.

        You can also choose a primary contact from the existing owner and editors, and the owner or editor you select will be the new primary contact.

   • Edit secondary contact – To edit the secondary contact, complete the following steps:

     1. Click Change contact.

     2. In the Update secondary contact panel, enter the name of a user to be the secondary contact, and then click Save to save your configurations.

        You can also choose a secondary contact from the existing owner and editors, and the owner or editor you select will be the new secondary contact.

   • Add primary contact – To add a primary contact, complete the following steps:

     1. Click Add primary contact.

     2. In the Add primary contact panel, enter the name of an internal user to be the primary contact, and then click Save to save your configurations.

        You can also choose a primary contact from the existing owner and editors, and the owner or editor you select will be the primary contact.

   • Add secondary contact – To add a secondary contact, complete the following steps:

     1. Click Add secondary contact.

     2. In the Add secondary contact panel, enter the name of a user to be the secondary contact, and then click Save to save your configurations.

        You can also choose a secondary contact from the existing owner and editors, and the owner or editor you select will be the secondary contact.

   • Remove secondary contact – To remove the secondary contact, click the remove button in the upper-right corner.

   If you want to clear all the contact changes that you made, click Reset all.

   When you finish, click Continue to proceed.

2. Permissions – Review permissions to the agent and how they are granted to prevent over or unintended sharing.

   1. In the Users with Direct Access section, you can view users, their permissions to the agent, and their last sign-in date.

      NOTE

      Due to the API limitations, users assigned with the Viewer role cannot be retrieved or displayed here. The agent permissions are restricted to read-only.

   2. Click Continue to proceed.

   3. In the Group section, groups with access to the agent are displayed. The following actions are available:

      • Remove from agent – Select one or more groups and click Remove from agent above the table. Alternatively, you can click the remove from agent button to remove a specific group’s access to the agent.

        To view members of a specific group, hover your mouse over the group name or click the group name to view its membership in the View details window.

        NOTE

        You cannot add or remove members from the group. Remove group access if the members should no longer have access to the agent.

      • Share agent – Click Share to open the Share agent window. Specify the security groups, mail-enabled security groups, and teams you want to share the agent with and click Share. The specified groups and teams will be shared with the Viewer role to the agent.

   If you want to clear all the permission changes that you made, click Reset all on the ribbon.

   When you finish, click Continue.

3. Metadata – Review the current metadata values to check if they are still correct. If necessary, you can update the metadata values.

4. When you finish, click Submit to submit your renewal changes.