So, you have created an excellent agent in Copilot Studio and now you would like to share this with everyone in your organization. Well, you can do that from Copilot Studio, but your Microsoft 365 Global Admin (or AI admin) must approve it before it’s available to everyone.
Publish your agent
You’ve built your agent and are ready to make it available to everyone. Navigate to the Channels tab in Copilot Studio and click on the “Teams and Microsoft 365 Copilot “ channel.
Click “Add channel” in the bottom right-hand corner. Then click add details to add details about your agent, such as icon, description etc. before publishing. This is the icon and description that will show up in Teams/M365 Copilot and will be displayed to the admin when they approve the agent.
Click the “availability options” button.
Then click the “Show to everyone in my org” button to start to submit the agent for approval.
On the next screen click the “Submit for admin approval” button to submit the agent for admin approval. 😊
Click yes on the confirmation dialog and you are done.
So now it’s time to just sit back and relax waiting for your admin to approve your awesome agent.
The next screen will show the status of your request. You can close this window and come back whenever you like to check the status.
The admin approves (hopefully)
As a global administrator (or AI administrator) you can approve agents that are submitted to “Show to everyone in my org” from the Microsoft 365 Admin Center.
Navigate to Agents – Overview in the left-hand menu to get to the agent dashboard.
In the bottom left corner, you should see pending requests, the Jarvis agent I submitted earlier shows up here. You can also find requests under the “All agents” menu and filter on request.
Click the “Manage request” button on the dashboard to se the list of requests.
Click on the agent you are planning to approve to see details about the agent.
The details page will show you who published the agent, what channels it will be available to etc.
Click on the “Data & Tools tab to see details about where the agent connects.
The “Security & compliance” tab leads to Microsoft Purview, and links will be available here after you publish your agent.
So, if you are happy with the agent the user has submitted you are ready to click Publish. If you do not want to publish the agent, you can click on Reject. The agent will be removed from your list and the user submitting it will see an updated status message in Copilot Studio when they check the status of their agent.
When you click Publish, you will be able to select the users the agent should be published too, you can select who can install the agent, and you can select who should have the agent pre-installed. You can have it installed for everyone, or specify user/groups.
Next you will apply a policy template for the installation. This will apply things like auditing, data loss prevention policies etc. You can follow the link on the page to create custom policies.
The last page lets you review and publish the agent.
And that’s it. If you chose to install the agent for everyone, they should be able to find it in M365 Copilot or Microsoft Teams when adding apps or agents. It’s under the “Built by your org” section.
Pin for all users
As the administrator you can pin the agent for all users.
Pinning let’s the agent show in the left toolbar in Microsoft 365 Copilot and Microsoft 365 Copilot Chat.
The pinned agent shows up in the toolbar.
Summary
This blog article shows you how to publish a Copilot Studio agent to everyone in your organization, and how an administrator can approve that agent. I also show how the administrator can select who the agent should be published to, and how the admin can pin the agent into the toolbar for everyone.
There are a lot more that could be covered here around policy template etc. when admins publish agents, but we will se if I can cover more of that later.