What are the best practices for managing the security of Copilot’s knowledge sources?

Knowledge sources in Copilot are repositories of information that the artificial intelligence uses to answer questions and provide insights. These sources can include documents, databases, SharePoint sites, or even custom APIs.

Role-Based Access Control (RBAC)

Role-Based Access Control ensures that only authorized users or groups of users can access specific sources. To implement RBAC, follow these steps:

• Define user roles: Identify roles based on access needs (e.g., administrator, editor, viewer).
• Group users: Use tools like Azure Active Directory (AAD) to group users based on roles or departments.
• Assign permissions: Assign granular permissions to roles for specific knowledge sources. Example: Allow editors to upload and edit documents, but restrict viewers to read-only access.

Conditional Access Policies

Conditional access policies restrict access to data sources based on certain parameters:

• User Identity: Block access from unauthorized users or domains.
• Location: Limit access to specific IP ranges or geographical locations.
• Device Compliance: Ensure users access information from managed and compliant devices.

Restricting Knowledge Access Based on Context

You can limit access to specific information based on the user’s domain, role, or query context.

• Domain-Based Filtering: Restrict access to knowledge based on the user’s domain (e.g., domain.com): Add a custom condition in the knowledge source logic to check the user’s domain.
• Query-Level Restrictions: Set filters to ensure that only specific questions are answered based on the context of the knowledge.

Setting Up Knowledge Source Security in Copilot Studio

To protect your knowledge sources in Copilot Studio, you can think of a perimeter:

• Define knowledge sources: Add only reliable and verified repositories to Copilot. Regularly review and update knowledge sources.
• Apply access controls: Use the security settings in Copilot Studio to assign roles and permissions.
• Test security configurations: Simulate access scenarios to ensure appropriate restrictions are applied.
• Regularly update security policies: Review access policies as organizational roles and requirements evolve.

With these guidelines, you can effectively secure your knowledge sources on Copilot Studio. If you have any questions, suggestions, or wish to discuss the topic further, don’t hesitate to contact me. Your feedback is invaluable in continuously improving security and ensuring a collaborative and protected work environment.

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