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Viva Insights setup

Learn how to complete setup tasks for Viva Insights, including advanced, team and organization, and personal insights.

Learn about Viva Insights

Concept

  • Introduction to Viva Insights
  • Service description for personal insights
  • Environment requirements

Set up core Viva Insights (no premium features)

Quickstart

  • Set up personal insights app defaults - Exchange Online admin
  • Configure optional settings for the app in Teams - Teams Service Administrator

Concept

  • Deployment guide for personal insights

Set up all of Viva Insights (core and premium features)

Quickstart

  • Assign licenses - Privileged Role Administrator, License admin, or user admin
  • Assign roles - Privileged Role Administrator
  • Enable or disable advanced analysis with PowerShell - AI admin
  • Configure manager and leader permissions - Insights Administrator, AI admin
  • Set up personal insights app defaults - Exchange Online admin
  • Configure optional settings for the app in Teams - Teams Service Administrator
  • Customize Viva Insights privacy settings - Insights Administrator
  • Upload organizational data - Insights Administrator

Concept

  • Learn about roles
  • Learn about organization insights
  • Read the organization and advanced analysis technical privacy guide
  • Read the personal insights privacy guide for admins
  • Learn about transferring from Workplace Analytics
  • Learn about organizational data
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