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Process Copilot Access for Regular Users

  • Oct 22, 2026 12:15 PM UTC
  • 1 reply
  • 64 views
Saba
Level 8
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Hi all,

Β 

Is Process Copilot available only for Analysts and Admins, or can regular users also use it?

If so, how can this be configured?Β 

Β 

Thanks for your help! 😊

    1 reply

    abhishek.chatu14
    Level 12
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    Yes, regular users can use Process Copilot, but it must first be enabled in the environment and configured by an Analyst.

    1. Enable Process Copilot in the Environment

    There are two levels of enablement:

    Tenant/Environment Activation

    • Check whether Process Copilot is licensed and activated for the tenant.

    • If not, raise a Salesforce Licensing ticket requesting Feature Activation for Process Copilot.

    • Depending on the licensing arrangement, an AI addendum may also be required.

    Enable AI Services

    • Navigate to Admin & Settings β†’ AI Settings.

    • Enable AI Services.

    • If AI Services are disabled, Process Copilot cannot be created.

    2. Roles and Permissions

    • Admin: Full access, including setup and configuration.

    • Analyst: Can create and configure Process Copilot in Studio.

    • Member (Regular User): Can use Process Copilot in a published app.

    3. How to Configure Process Copilot

    1. Ensure Process Copilot is activated and AI Services are enabled.

    2. Validate the Data Model and Knowledge Model.

    3. Have an Analyst create and configure Process Copilot in Studio.

    4. Publish the package to Apps.

    5. Assign users the Member role and grant the required app/package permissions.

    4. Important Points

    • Regular users do not need Analyst or Admin access to use Process Copilot.

    • Access is generally controlled at the package level, rather than for individual Copilot assets.

    • To restrict access to a particular Copilot, place it in a separate package and manage its permissions.

    • For special internal environments, feature activation may require engineering support rather than Licensing.

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