To add an account to Copilot, you'll need to assign a Microsoft 365 Copilot license to an existing user within your organization's Microsoft 365 admin center. This process grants them access to Copilot's features across various Microsoft 365 applications.
Assigning Microsoft 365 Copilot Licenses
Adding an account to Copilot primarily involves license assignment by an administrator. This ensures that the user has the necessary permissions and features enabled for Copilot.
Prerequisites
Before you can assign a Copilot license, ensure the following:
- Microsoft 365 Admin Privileges: You must have administrative access to your organization's Microsoft 365 admin center.
- Qualifying Microsoft 365 Subscription: The user must have an active, qualifying Microsoft 365 subscription (e.g., Microsoft 365 E3, E5, Business Standard, Business Premium) that supports Copilot.
- Available Copilot Licenses: Your organization must have purchased and have available Microsoft 365 Copilot licenses.
Step-by-Step Guide to Assign a Copilot License
Follow these steps to assign a Microsoft 365 Copilot license to a user:
- Sign in to the Microsoft 365 admin center: Open your web browser and navigate to admin.microsoft.com. Sign in with your administrator credentials.
- Navigate to Licenses: In the left-hand navigation menu, expand Billing and then select Licenses.
- Select Microsoft 365 Copilot: On the Licenses page, locate and select the Microsoft 365 Copilot license product.
- Assign Licenses to Users:
- On the product details page for Microsoft 365 Copilot, you will see options to manage license assignments.
- Select the users you wish to grant access to Copilot. You can often search for specific users or select multiple users at once.
- Assign the Copilot license to the selected users.
- Manage User Access: From this same product details page, you can also manage individual users' access to Copilot and other related apps and services included with the license.
- Verify User Addition: To confirm that a user has been successfully added and assigned the Copilot license, go to Users in the left-hand navigation, then select Active Users. Find the user's name and check their assigned licenses.
Understanding the Assignment Process
When you "add an account to Copilot" through license assignment, you are enabling the AI capabilities for that specific user within their existing Microsoft 365 environment. This means they will be able to leverage Copilot in applications like Word, Excel, PowerPoint, Outlook, and Teams, provided those applications are also part of their Microsoft 365 subscription.
Example Scenario:
Imagine your marketing team needs Copilot access. As an administrator, you would:
- Log into the Microsoft 365 admin center.
- Go to Billing > Licenses.
- Select Microsoft 365 Copilot.
- Find each marketing team member in the list, check the box next to their name, and click Assign licenses.
- After assignment, you can verify their access under Users > Active Users.
By following these steps, you effectively add an account to Copilot by provisioning the necessary license and access rights.
