Skip to content

Commit c3460ef

Browse files
[Universe fast-follow] Add tutorial on creating AI managers (#58281)
Co-authored-by: Laura Coursen <[email protected]>
1 parent 4d36305 commit c3460ef

File tree

7 files changed

+84
-6
lines changed

7 files changed

+84
-6
lines changed
112 KB
Loading

content/copilot/how-tos/administer-copilot/manage-for-enterprise/manage-agents/prepare-for-custom-agents.md

Lines changed: 3 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -33,4 +33,6 @@ Enterprise-level {% data variables.copilot.custom_agents_short %} are defined in
3333
3434
## Next steps
3535

36-
To implement {% data variables.copilot.custom_agents_short %} in your enterprise, see [AUTOTITLE](/copilot/how-tos/use-copilot-agents/coding-agent/create-custom-agents).
36+
To reduce your administrative burden and empower your SMEs, you can delegate the creation and management of {% data variables.copilot.custom_agents_short %} in your enterprise by creating a team of AI managers. See [AUTOTITLE](/copilot/tutorials/roll-out-at-scale/establish-ai-managers).
37+
38+
If you prefer to maintain full control over your enterprise's tooling to ensure security and compliance, you can create and manage {% data variables.copilot.custom_agents_short %} yourself. See [AUTOTITLE](/copilot/how-tos/use-copilot-agents/coding-agent/create-custom-agents).

content/copilot/reference/agentic-audit-log-events.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,7 @@
22
title: Audit log events for agents
33
shortTitle: Agentic audit log events
44
intro: 'Understand the structure of audit log events for agents in your enterprise.'
5-
permissions: Enterprise owners and people with read permissions for enterprise audit logs
5+
permissions: Enterprise owners
66
versions:
77
feature: copilot
88
topics:
Lines changed: 74 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,74 @@
1+
---
2+
title: Establishing AI managers in your enterprise
3+
intro: 'Reduce your administrative burden and empower your SMEs by creating a team of AI managers.'
4+
permissions: Enterprise owners
5+
versions:
6+
feature: copilot
7+
topics:
8+
- Copilot
9+
shortTitle: Establish AI managers
10+
contentType: tutorials
11+
---
12+
13+
> [!NOTE]
14+
> Enterprise custom roles, enterprise teams, and the AI Controls view are in public preview and subject to change.
15+
16+
## Overview
17+
18+
You can use custom roles and enterprise teams to delegate AI administration permissions without granting enterprise ownership. AI managers can view and manage **nearly all AI features in your enterprise's AI Controls**, including agentic AI features, {% data variables.product.prodname_copilot_short %} features, and Model Context Protocol (MCP) features.
19+
20+
Unless you grant additional permissions beyond those listed in this article, AI managers **cannot access** the following:
21+
* Access management settings for {% data variables.product.prodname_copilot_short %}
22+
* Settings in the "Billing" section of the {% data variables.product.prodname_copilot_short %} page
23+
* Settings in the "Metrics" section of the {% data variables.product.prodname_copilot_short %} page
24+
25+
## 1. Create a custom role for AI management
26+
27+
To get started, you need to create a custom role with the necessary permissions for AI management.
28+
29+
{% data reusables.enterprise-accounts.start-creating-custom-role %}
30+
1. To clarify the purpose of the role, give it a name and description.
31+
1. In the "Add permissions" section, use the search bar to find and select the following permissions:
32+
33+
* **Manage enterprise AI controls**: Allows this role to view and manage all settings in the "AI Controls" tab for your enterprise
34+
* **Read enterprise audit logs**: Allows this role to view **all** audit log events for your enterprise, helping your AI managers monitor agentic activity
35+
36+
1. Click **Create role**.
37+
38+
## 2. Create an enterprise team for AI management
39+
40+
Now that you have created your AI manager role, you need to set up an enterprise team and add your future AI managers as members.
41+
42+
1. In the sidebar of the "People" tab, click {% octicon "people" aria-hidden="true" aria-label="people" %} **Enterprise teams**.
43+
1. Click **Create Enterprise team**.
44+
1. Give your team a name, then click **Create Enterprise team**.
45+
1. On the team page, select the **Add members** dropdown menu, then click the members of your enterprise you want to grant AI management permissions to.
46+
1. To confirm your selections, click **Add**.
47+
48+
## 3. Assign the AI management role to your team
49+
50+
With both your AI management role and team created, you can now assign the role to your team, granting management permissions to your team members.
51+
52+
1. In the sidebar of the "People" tab, select {% octicon "globe" aria-hidden="true" aria-label="globe" %} **Enterprise roles**, then click **Role assignments**.
53+
1. On the "Enterprise role assignments" page, click **Assign role**.
54+
1. In the "Assign role to" section, select the **Select user or team** dropdown menu, then click your AI management team.
55+
1. In the "Select role" section, click your AI management role.
56+
1. At the bottom of the page, click **Assign role**.
57+
58+
## 4. Grant your AI managers bypass permissions for {% data variables.copilot.agent_profiles %}
59+
60+
If you have created a ruleset targeting {% data variables.copilot.agent_profiles %} in your enterprise, you can grant bypass access to allow your AI managers to create and edit those profiles. This access also lets your AI managers merge pull requests modifying those files, allowing your developers to propose {% data variables.copilot.custom_agents_short %} while maintaining your enterprise's security standards.
61+
62+
{% data reusables.enterprise-accounts.ai-controls-tab %}
63+
1. In the "Only enterprise admins can edit agent files" field, click **Edit ruleset** {% octicon "chevron-right" aria-hidden="true" aria-label="chevron-right" %}.
64+
65+
![Screenshot of the "Installed agents" section of the agent settings page. A button labeled "Edit ruleset" is outlined in dark orange.](/assets/images/help/enterprises/edit-agent-profile-ruleset.png)
66+
67+
1. In the "Bypass list" section, select the {% octicon "plus" aria-hidden="true" aria-label="plus" %} **Add bypass** dropdown menu, then click your AI management team.
68+
1. At the bottom of the page, click **Save changes**.
69+
70+
## Next steps
71+
72+
Now that you have established AI managers for your enterprise, help them customize and manage your enterprise's AI experience by sharing the following resources:
73+
* [AUTOTITLE](/copilot/how-tos/administer-copilot/manage-for-enterprise/manage-enterprise-policies)
74+
* [AUTOTITLE](/copilot/how-tos/use-copilot-agents/coding-agent/create-custom-agents)

content/copilot/tutorials/roll-out-at-scale/index.md

Lines changed: 1 addition & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -8,6 +8,7 @@ topics:
88
- Copilot
99
children:
1010
- /assign-licenses
11+
- /establish-ai-managers
1112
- /enable-developers
1213
- /drive-downstream-impact
1314
- /measure-success
Lines changed: 4 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,4 @@
1+
{% data reusables.enterprise-accounts.access-enterprise %}
2+
{% data reusables.enterprise-accounts.people-tab %}
3+
1. In the left sidebar, click **{% octicon "globe" aria-hidden="true" aria-label="globe" %} Enterprise roles**, then click **Role management**.
4+
1. Click **Create custom role**.

data/reusables/enterprise-onboarding/create-custom-roles.md

Lines changed: 1 addition & 4 deletions
Original file line numberDiff line numberDiff line change
@@ -10,10 +10,7 @@ Custom roles are sets of permissions for settings and resources that you can ass
1010

1111
Enterprise custom roles grant access to a subset of enterprise settings, such as viewing audit logs and creating organizations. {% data variables.product.github %} plans to expand the list of available permissions over time.
1212

13-
{% data reusables.enterprise-accounts.access-enterprise %}
14-
{% data reusables.enterprise-accounts.people-tab %}
15-
1. In the left sidebar, click **{% octicon "globe" aria-hidden="true" aria-label="globe" %} Enterprise roles**, then click **Role management**.
16-
1. Click **Create custom role**.
13+
{% data reusables.enterprise-accounts.start-creating-custom-role %}
1714
1. Enter the details, then click **Create role**.
1815

1916
{% endif %}

0 commit comments

Comments
 (0)