As a global or privileged admin, you can consent to the required Microsoft 365 permissions and assign the Assessor role to any user who needs to access the Copilot readiness assessment.
To set access for a user or yourself, please follow the steps for your scenario below.
Request access if you are not a global admin
Access ShareGate Protect from ShareGate Home.
When prompted, select Go to assessment.
Sign in with your Microsoft account.
When prompted to accept the permissions requested to read your basic account information, click Accept.
Click Copy in the Request access box.
Share the link with a global or privileged role admin on your tenant.
The link contains encrypted data and expires after 30 days. When your tenant admin opens the link, they're guided through setting up your access.
Once an admin consents to the Microsoft 365 permissions and grants access, the assessment can take minutes to hours to finish crawling your environment, depending on its complexity.
Grant access if you are a global admin
Open the link your user sent you.
The link's structure should look like this: https://protect.sharegate.com/app/tenant-access-request?token=eAjEsgr9Hki96hiJcx9xLTq.
Click on Review permissions
If these permissions have already been consented to for your tenant, the first step will be marked as Permissions accepted, and you can skip to step (5).
You will get a Microsoft prompt to consent to several permissions.
To learn how ShareGate Protect will use these permissions, see Required permissions to use the Copilot readiness assessment.
Click Accept.
Click Take me to Entra ID. ShareGate Protect will take you to your Entra ID admin center.
If the link doesn't work, follow the steps in the Modify who has access as a global admin section below to grant the required Assessor role.
Find the user you want to grant access to and select him with a checkmark.
If your user is not on the list, click + Add user/group in the top menu, then find your user and assign the Assessor role from that page.
Click on Edit assignment in the top menu.
Click None Selected under Select a role.
Select the Assessor application role.
Click Select.
Click Assign.
Once assigned, you will see the Assessor role under Role assigned for your user, and he will have access to the Copilot readiness assessment.
Access the assessment as a global admin
Access ShareGate Protect from ShareGate Home.
Sign in with your Microsoft account.
When prompted to accept the permissions requested to read your basic account information, click Accept.
In the Request access box, select Proceed to accept permissions.
You will get a Microsoft prompt to consent to several permissions.
To learn how ShareGate Protect will use these permissions, see Required permissions to use the Copilot readiness assessment.
Click Accept.
Click Take me to Entra ID. ShareGate Protect will take you to your Entra ID admin center.
If the link doesn't work, follow the steps in the Modify who has access as a global admin section below to grant yourself the required Assessor role.
Find your user account and select it with a checkmark.
If your user is not on the list, click + Add user/group in the top menu, then find your user and assign the Assessor role from that page.
Click on Edit assignment in the top menu.
Click None Selected under Select a role.
Select the Assessor application role.
Click Select.
Click Assign.
Once assigned, you will see the Assessor role under Role assigned for your account, and you will have access to the Copilot readiness assessment.
Modify who has access as a global admin
As a global or privileged admin, you can grant and remove access to the Copilot readiness assessment for any user through Entra ID.
To assign or remove the Assessor role, follow these steps:
Access your Microsoft Entra ID admin center and
Expand Applications in the sidebar.
Select Enterprise applications.
Select the ShareGate Protect app.
Select Users and groups in the second sidebar.
Select the user you want to modify with a checkmark.
Select Edit assignment in the top menu.
Select the role you want to modify or click on None Selected to add the Assessor role.
Select the desired role and click Select.
click Assign.
Once done, you will see the new role under Role assigned for your user account.