Settings

Depending on the role you're assigned in Workplace Analytics, you can use the following to configure settings in Workplace Analytics for your organization:

Note

Access to one or more pages in Settings depends on what role you're assigned in Workplace Analytics. The following describes page access based on role assignment.

Settings Admin Analyst Analyst (Limited Access)
Sources Full access Full access Full access
Upload Full access No access No access
Admin settings Full access No access No access
Analysis settings No access Full access Read only

For more details about roles, see Assign Workplace Analytics roles.

Sources

Owners – Workplace Analytics Admins, Analysts, and limited Analysts have full access to Sources

In Sources, you can see what Microsoft 365 collaboration data and organizational data was most recently uploaded into Workplace Analytics. You can view average weekly meeting and email activity and measured-employee characteristics to ensure sufficient data coverage. You can also see high-level CRM data if it is uploaded and processed in Workplace Analytics. For details, see Sources.

Upload

Owner – Only Workplace Analytics Admins have full access to Upload

In Upload, admins can upload the following types of data files in .csv format, UTF-8 encoded:

  • Organizational data - Contextual information about employees (such as, job title, level, location) from an HR or other information systems that admins upload as a data file into Workplace Analytics. For details on preparing this upload file, see Prepare organizational data.

  • CRM data - Customer relationship management data from Microsoft Dynamics or Salesforce, which typically includes customer account information, sales records, purchasing history, service history, customer requests, and product inquiries. For details, see CRM data in Workplace Analytics.

Admin settings

Owner – Workplace Analytics Admins have full access to these settings

In Admin settings, you can configure system defaults, privacy settings, and manager settings. For details, see Admin settings.

Analysis settings

Owners – Workplace Analytics Analysts have full access and limited Analysts have read-only access to these settings

In Analysis settings, you can create and customize meeting exclusion rules to remove meetings that you to exclude from analysis, such as appointments that are unrelated to work.

For details on how to create new exclusion rules, see Meeting exclusion rules: walkthroughs and Meeting exclusion rules: Tools and concepts.