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Determine key personas

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Important

This article is for the legacy Workplace Analytics app and does not reflect functionality available on the updated Viva Insights platform. Access current documentation for Viva Insights advanced insights here: advanced insights documentation.

The following describes who does what to identify key personas for the different roles in the Microsoft Viva Insights:

  • Owner - Viva Insights sponsor (the initial point person for the engagement)
  • Task - Identify people in the organization to assign key roles for setting up Viva Insights
  • Outcome - A list of people in your organization with key roles identified

Use these personas to help identify who will gather data, make decisions, and perform the setup tasks.

Personas

  • Viva Insights sponsor - The initial point person for getting Viva Insights set up
  • Viva Insights Administrator - Gets access to the Control settings for setting up the system defaults and privacy settings, and uploading and verifying organizational data
  • Microsoft 365 global admin
  • Exchange admin
  • Human resources (HR) information system admin
  • Line of business (LOB) system admins or data analysts