Settings · make the numbers yours
Every seat dollar in your reports uses $30 a seat until you set your real price.
Your Copilot seat price
What you pay Microsoft per seat per month, from your order form.
assumption until saved
Who may see the organization's numbers
Sponsors see every report. Everyone else sees only their own page.
When you save, every seat dollar in the three reports and the Traffic Lights is re-priced the same minute, and the "assumption" marks turn into "counted". Reports already frozen, decks already exported and cards already delivered keep the figures they were made with.
4 of 12 dials set by your organization
counted from your saved settings
Seat price — defaultCowork budget — setBudget enforcement — setMeasured billing — defaultRenewal date — setStill-need survey — defaultAdoption goal — defaultSponsors — setProd approvers — defaultAdvisor access — defaultAI model — defaultBrand — default
set by your organization 4still the platform default 8
2 sponsors and the Entra leader role can open everything; no advisor has access.
Scroll sideways for the remaining columns.
| Authority | Who holds it | Can | Cannot |
|---|---|---|---|
| Leader | your Entra app role (Leader or Sponsor), or the Entra group you named as leaders | Open every page, set the seat price and budgets, pause outreach, decide proposals and requests | Approve a request they raised themselves |
| Sponsor | 2 sponsors · you and the CFO's office | Everything a leader can — the list is a second door to the same authority | Approve a request they raised themselves |
| Advisor you name | no advisor has access | Read the pages the grant covers, until it ends; it writes nothing | Change any setting, or see anything after the grant ends or is revoked |
| Department owner or approver | named on each department’s budget (Budgets & requests) | Decide their own department’s requests; see their department’s page | See the whole organization’s money |
| Maker | anyone who builds an agent or a skill | Nothing more than before — making something is credit, not access | Open a page or change a setting because they built something |
| PhoenixHalo (the platform operator) | the vendor, not your organization | Run the platform: registration, the module switches, the rollback | Be granted or removed from here — it is the vendor’s own access |
| Everyone else | a work account with none of the above | Their own page, and asking for access | Open any page that carries the organization’s money |
This is the illustrative organization, so nothing here is saved — in your own tenant each of these saves right here, in place, and the History tab keeps who changed it and when.
For administrators: how this page behaves Four rules and three read-only switches
- Your Azure OpenAI key is checked with one live call before it is saved, sealed, and never shown again — only its last characters are displayed.
- Every change is confirmed by reading the saved value back, so what you see after saving is what is in effect, and refreshing the page cannot repeat a change.
- When a control may not be used, the page says so in words rather than hiding it; the illustrative organization is read-only and says what each control would do in your tenant.
- There is no filter, export or loading state here: the list is short, the export is the change history, and every value is on the page before it reaches you.
Availability and rollback
Three switches, none of them yours to flip from this page.
Scroll sideways for the remaining columns.
| Switch | State | What it does and who holds it |
|---|---|---|
| These pages | On | Switched on in the deployment; switching them off removes them entirely rather than hiding them behind a message. |
| Platform-wide rollback | Lifted | A fleet-wide switch, held by the Aristo operator, that returns every organization to the previous report generation. |
| This organization's report generation | Following the platform default | A per-organization pin set at your organization's request; unset means you follow the platform default. |