Common administrative tasks for Dragon Copilot

This section provides information and links to help you perform basic administrative tasks.

  • User management
  • License management
  • Manage Dragon Copilot settings
  • Manage Library items
  • Manage Dragon Copilot user profile settings

User management

All Dragon end users must have an active Microsoft 365 user account (Entra ID) and an assigned Dragon license in Microsoft 365 admin center. We strongly suggest that you add all your Dragon Copilot users to at least one organizational unit in Dragon admin center. By using organizational units, you and other Dragon admins can view and manage Dragon user profiles, product settings, and personal Library items in Dragon admin center.

For more information on how to perform these tasks, see:

Note

To add or remove Microsoft 365 users in MAC, your Microsoft 365 account needs extra User administrator user role permissions.

License management

Add and manage your Microsoft Dragon Copilot licenses in the Microsoft 365 admin center.

Learn about licensing for Microsoft Dragon Copilot.

Manage Dragon Copilot settings

Customize Dragon Copilot to fit the needs of your organization and your Dragon Copilot users in Dragon admin center. You can customize a variety of settings for any Dragon products you license for your entire organization, or for specific organizational units or individual Dragon users.

Learn how to configure Dragon Copilot (physicians) settings.

Manage Library items

Library items help your users streamline documentation, automate workflows, and personalize the clinical content Dragon Copilot generates. The Library tab in Dragon admin center lets you view, create, and manage shared texts, prompts, vocabulary, and workflow items for your organization.

Learn how to manage Library items in Dragon Copilot.

Manage Dragon Copilot user profile settings

Access the User details screen in Dragon admin center to view and personalize an individual user’s Dragon Copilot settings and personal Library items. The screen includes a section with their Entra account details, and links and information you can use to configure and troubleshoot their Dragon Copilot experience.

To access the User details screen:

  1. Select the Organization tab in Dragon admin center.
  2. Select an organizational unit in the hierarchy that includes the user.
  3. Select the link for the user to display their User details screen:
    Screenshot of the user details screen in Dragon admin center.

Learn how to manage users in Dragon admin center.