rephrased guidance

Author: HeidiSteen

articles/search/includes/quickstarts/agentic-retrieval-python.md

@@ -9,7 +9,7 @@ ms.date: 05/12/2025
 
 [!INCLUDE [Feature preview](../previews/preview-generic.md)]
 
-In this quickstart, you use [agentic retrieval](../../search-agentic-retrieval-concept.md) to create a conversational search experience powered by large language models (LLMs) and your proprietary data. Agentic retrieval breaks down complex user queries into subqueries, runs the subqueries in parallel, and extracts grounding data from documents indexed in Azure AI Search. The output is intended for integration with agent and custom chat solutions.
+In this quickstart, you use [agentic retrieval](../../search-agentic-retrieval-concept.md) to create a conversational search experience powered by large language models (LLMs) and your proprietary data. Agentic retrieval breaks down complex user queries into subqueries, runs the subqueries in parallel, and extracts grounding data from documents indexed in Azure AI Search. The output is intended for integration with agentic and custom chat solutions.
 
 Although you can provide your own data, this quickstart uses [sample JSON documents](https://github.com/Azure-Samples/azure-search-sample-data/tree/main/nasa-e-book/earth-at-night-json) from NASA's Earth at Night e-book. The documents describe general science topics and images of Earth at night as observed from space.
 

articles/search/search-agentic-retrieval-how-to-pipeline.md

@@ -25,12 +25,10 @@ This exercise differs from the [Agentic Retrieval Quickstart](search-get-started
 
 The following resources are required for this design pattern:
 
-+ Azure AI Search, basic tier or higher, in a [region that provides semantic ranker](search-region-support.md).
++ Azure AI Search, basic tier or higher, in a [region that provides semantic ranking](search-region-support.md).
 
 + A search index that satisfies the [index criteria for agentic retrieval](search-agentic-retrieval-how-to-index.md).
 
-+ Azure OpenAI, and you should have an **Azure AI Developer** role assignment to create a Foundry project.
-
 + A project in Azure AI Foundry, with a deployment of a supported large language model and an Azure AI Agent in a Basic setup.
 
   Follow the steps in [Create a project for Azure AI Foundry](/azure/ai-foundry/how-to/create-projects). Deploy one of the chat completion models listed below. We recommend a minimum of 100,000 token capacity for your model. You can find capacity and the rate limit in the model deployments list in the Azure AI Foundry portal.
@@ -45,6 +43,30 @@ Use Azure OpenAI or an equivalent open source model:
 + `gpt-4.1-nano`
 + `gpt-4.1-mini`
 
+### Configure access
+
+Before you begin, make sure you have permissions to access content and operations. We recommend Microsoft Entra ID authentication and role-based access for authorization. If roles aren't feasible, you can use [key-based authentication](search-security-api-keys.md) instead.
+
+On Azure AI Search:
+
+1. [Enable role-based access](search-security-enable-roles.md).
+1. [Configure a managed identity](search-howto-managed-identities-data-sources.md).
+1. [Assign roles](search-security-rbac.md):
+
+   + For local testing, you must have **Search Service Contributor**, **Search Index Data Contributor**, and **Search Index Data Reader** role assignments to create, load, and retrieve on Azure AI Search.
+
+   + For integrated operations, ensure that all clients using the retrieval pipeline (agent and tool) have **Search Index Data Reader** role assignments for sending retrieval requests.
+
+On Azure AI Foundry:
+
++ You must be an **Owner** of your Azure subscription to create and use the project.
+
+On Azure OpenAI:
+
+1. For local testing, ensure that you have a **Cognitive Services User** role assignment to access the chat completion model.
+
+1. For integrated operations, ensure your [search service identity](search-howto-managed-identities-data-sources.md) has a **Cognitive Services User** role assignment for chat completion model access.
+
 ## Development tasks
 
 Development tasks on the Azure AI Search side include: