Determine key personas

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