Getting Started Paths

Atlanta, USA

Cloud2BR OSS - Learning Hub

Last updated: 2026-08-04

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References

• Get started with Security Copilot
• Security Copilot inclusion
• Manual onboarding

Objective

Follow the correct onboarding track based on your licensing and provisioning state.

Source: Get started with Security Copilot.

Onboarding tracks

Customer type	Setup path
Microsoft 365 E5 (Enterprise 5) and E7 (Enterprise 7) included customer	Auto-provisioned enablement and guided in-product setup
Non-Microsoft 365 E5 (Enterprise 5) and E7 (Enterprise 7) customer	Manual capacity provisioning and workspace setup

First-session guidance

1. Confirm your onboarding status and assigned role.
2. Start with an agent workflow for structured tasks.
3. Use chat sessions for exploratory investigation questions.
4. Save repeatable prompt patterns as promptbooks.

Setup quality gates

• Workspace and role assignments validated.
• Capacity and overage guardrails configured.
• First user cohort can complete baseline workflows.