Share via

Reassign ownership of an agent

  • Article

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

Current agent owner

In this example, the current owner is Sonu Jain.

Screenshot displaying the current owner of an agent.

Set up reassignment

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

  2. Open the agent that you intend to reassign ownership, then select Settings > Agent details.

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

    Screenshot of the Copilot Studio UI displaying the details of the agent that has 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.

    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/

Screenshot of the sample Dataverse URL structure.

Assign agent to new user

Note

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

  1. Select the active agent.

  2. Select Assign to launch the Assign Chatbot dialog.

  3. Choose the new owner.

  4. Select Assign to complete the ownership transfer.

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

New agent owner

Now the new owner is Mihaly Fodor.

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

Note

In agent Studio for Teams, any owner of the team should also be an admin of the agent Studio agent. For more information, see Share agents with other users.