Delegate access to organizational insights

As a group manager, you can delegate access to your organization insights to other people within your company.

By doing so, someone else at your company, such as your chief of staff or one of your direct reports, would have the same access you do to organization insights. They can view them and operationalize business decisions based on the data and insights.

There are no changes to the metrics, aggregation, or filtering tools available to the delegate. However, the delegate doesn't have access to your personal insights or personal recommended actions, like sharing insights or sending praise to a recent collaborator.

If you use this optional feature, here are a few other things to note:

  • You can only delegate access to people who have a Viva Insights license
  • You can delegate access to whomever you want and to as many people as you want (maximum limit of 75), so long as they are in your tenant
  • You can revoke access to whomever you want at any time
  • A delegate can't delegate access to others
  • If you assign delegates, and you’re removed as a group manager from Viva Insights, the delegates you assigned are also removed along with their access

How to assign a delegate

Applies to: People enabled as group managers in Viva Insights

  1. In the Viva Insights app, select the ellipses (…) at the top right.
  2. Select Delegate access.
  3. Under Share with, type in the name or names of the people you want to assign as delegates. You can also add a personal note, but it’s not required.
  4. Select Submit.

Screenshot showing delegate access.

View delegate access settings and remove delegates

Applies to: People enabled as group managers in Viva Insights

  1. In the Viva Insights app, select the ellipses (…) at the top right.
  2. Select Settings.
  3. Select Delegate access.
  4. Here you can find your delegates and the start date of their access.
  5. To add a new delegate, at the top right, select Add new.
  6. To revoke access for an existing delegate, select the Delete (trashcan) icon.

Screenshot showing how to delete access.

View delegated access to organization insights

Applies to: People given delegate access by group managers

  1. If you're given delegate access to organization insights, you receive an automated message in Teams from the manager who gave you access.
  2. On the message, select View insights. You are then redirected to the manager’s view of organization insights.

Screenshot showing how to view the insights.

  1. On the top left of the organization insights view, you'll see a banner that says, View insights for. This banner lets you know which leader’s insights you’re viewing. If you're given delegate access by multiple leaders, select the banner to switch between insights for those leaders and your own.

Screenshot showing whose insights you're viewing.

Organization insights