Depending on the role you're assigned in Workplace Analytics, you can use the following to configure settings in Workplace Analytics for your organization:
- Sources – Admins and Analysts use these to verify that Microsoft 365 and organizational data is correctly uploaded into Workplace Analytics.
- Upload – Admins use this to prepare and upload organizational and customer data.
- Admin settings – Admins use these to configure system defaults, privacy settings, and manager settings.
- Analysis settings – Analysts use these to customize meeting exclusion rules that help ensure data accuracy.
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.
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.
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.
Owner – Workplace Analytics Admins have full access to these 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.