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Copilot Studio - Publish & Channel Management
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Quick question - authentication system

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Posted on by 3
Hi Community,

Rapid question regarding the authentication system. I need to publish the agent on the intranet site (not Teams). As far as I know, it requires manual authentication configuration and will be a single sign-on.
  1. For the demo website is it also recommended to configure authentication before sharing it with users (to test it)? In this case, what is the best authentication option to set up?
  2. And, as a general rule, when is it recommended to set up the authentication option, right before publishing it (when everything is done), or at any moment of development is fine?
Thank you for your help!
 
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  • DC-12031707-0 Profile Picture
    3 on at
    Quick question - authentication system
    Ok, @skmdashikurrahman understood, thank you. 
     
    Now, I have two steps to follow:

    First, people from my team are testing the chatbot. They don't have development access, and don't need them: I need their feedback before testing it with the client. With the internal team, should I publish the chatbot without authentication and share the link to the demo website with them? Is that safe with a view to the official deployment in the client's Intranet?

    Second, a small group of people from my client has to test the chatbot: here, what is the best practice? The chatbot has already been published from the first step, do I have to configure authentication and then, republish it?
     
    It seems I have to play with authentication every time I have different scenarios, however, I want to be sure that options like "without authentication" or "manual authentication" don't impact negatively on the test/deployment stage.  For example, when you recommend "set up authentication early in the development process", this would prevent me from sharing the link with my internal team, as they don't have access to the client's intranet, is that right?
     
    Thank you a million for the clarification!
     
    D.
  • skmdashikurrahman Profile Picture
    15 on at
    Quick question - authentication system
    Hi there!
     
    For intranet sites, manual authentication configuration is typically required. This involves setting up Single Sign-On (SSO) with Microsoft Entra ID or another OAuth2 identity provider.

    Best Authentication Option: The best authentication option depends on your specific requirements. For intranet sites, SSO with Microsoft Entra ID is a robust choice as it allows users to sign in seamlessly if they are already signed in to the intranet. Other options include OAuth2 providers like Google or Facebook, depending on your organization's preferences.

    Regarding Timing for Setting Up Authentication: It is generally recommended to set up authentication early in the development process. This allows you to test the authentication flow thoroughly and address any issues before the final deployment. However, changes to the authentication configuration only take effect after you publish your agent. 
     
    I hope this information is helpful. If you have any further questions or need additional assistance, please feel free to reach out.
     
    Thanks.

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