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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Change Admin Owner in ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Change Admin Owner in Environment

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Posted on by Community Member

Hi there,

Does anyone know how to change the admin owner for a Customer Insights environment?

By default, the user who creates the environment seems to be granted admin owner permissions.

We would like to change this to a developer who manages the environment.

I have tried to change this through the CI API but it doesnt seem to be working.

Any assistance is appreciated!

Halen

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Halen,

    When you navigate to Admin>Permissions in the Customer Insights interface you are given the ability to add Users to the system.  These Users must be a part of your Azure AD.  While adding new Users you can give the Users a role of Admin, Viewer or Contributor.  If you give a new User the role of Admin they will have the same rights in Customer Insights as the original Admin (Owner).  You can't reassign the Admin (Owner) role from the creator of the CI instance but you shouldn't need to if you assign the basic Admin role.  You might want to also assign the same users an Admin role in Azure AD like Global Admin so they can manage licenses and adding new Users to AD.  I hope that this helps and please respond with any questions.

    Thanks,

    Scott

  • Suggested answer
    Shaina Profile Picture
    Shaina on at

    Hi Halen, 

    Additionally, you can also refer to https://docs.microsoft.com/en-us/dynamics365/ai/customer-insights/pm-permissions for more details on roles and permissions for Dynamics Customer Insights. 

    Regards,

    Shaina

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