Assign user or group roles in Azure Active Directory

People who use Workplace Analytics can work with the product only after they've been assigned a role — namely, that of admin, analyst, limited analyst, or program manager. (See User roles in Workplace Analytics.) Follow the steps in this article to assign Workplace Analytics roles to users or to groups:

Assign roles to users

Role: Azure Active Directory admin

  1. Log in to your tenant's Azure Active Directory admin center.

  2. In the left navigation menu, select Enterprise applications:

    Enterprise applications

    This opens the Enterprise applications | All applications page of the dashboard.

  3. In the Application Type drop-down menu, select All Applications:

    Enterprise applications

  4. In the search field, type "workplace" and then press Enter.

    Type 'workplacd'

  5. In the search results, select Workplace Analytics.

  6. On the Workplace Analytics | Overview page, under Getting Started, select Assign users and groups:

    Overview page

  7. On the Workplace Analytics Users and groups page, select Add user:

    WpA users and groups

Note

In the Users and groups area, "None Selected" currently appears.

  1. On the Add Assignment page, select Users and groups:

    Select Users and groups

  2. Under Users and groups (on the right side of the page), identify the user to whom you want to assign a role. Start typing that person's user identifier (such as their display name or their User Principal Name) in the search field and then select their identifier in the results list. After you have selected the person, their identifier appears on the right under Selected items:

    Selected items

    In the Users and groups area, the count of selected users has changed to 1:

    Add Assignment + 1

    Note

    You can repeat this step to add one or more additional users, if you intend to assign the same role to them.

  3. On the Add Assignment page, select Select Role. This opens the Select Role area on the right side of the page:

    Select role

  4. From the list that appears, select one of the following roles:

  • Analyst
  • Analyst (Limited Access)
  • Administrator
  • Program manager

Note

The Group manager role might appear (as a disabled option) in some tenants that were provisioned earlier.

The role you selected appears at the bottom of the Select Role area:

Selected role

The role also appears under Add Assignment in the Select Role area:

Added role

Note

To change the role to assign to this user, repeat steps 10 and 11 and select a different role in step 11.

  1. After you've chosen the user and the correct role for that user, select Assign at the bottom of the Add Assignment page:

Assign

After a few seconds, a message in the upper right informs you of the success of the role assignment:

Assignment succeeded

You have now assigned one role to one user.

  1. (Optional) You can now assign additional roles, either to the same user or to different users.

    • Same user, additional role. To add another role to the same user, repeat steps 7-12 in this procedure; in step 9, make sure that you have the correct user selected, and then select the additional role in steps 10 and 11.

    • Other users. To select other users and assign roles to them, repeat steps 7-12 in this procedure; select the new user in step 9 and the role in steps 10 and 11. Repeat these steps as necessary.

To check the role assignments that a user currently has, see Verify role assignments.

Assign roles to groups

You can also assign roles to groups, which means that you are assigning the access permissions associated with that role to the group. Any users who are assigned to that group automatically receive the same permissions that are assigned to that role.

Note

The groups to which you can assign Workplace Analytics roles are Azure Active Directory security groups. For more information about working with this kind of group, see Manage app and resource access using Azure Active Directory groups.

To assign users and roles to Workplace Analytics groups, the steps are similar to those for assigning users, as previously described in steps 9 through 12 under Assign roles to users. In that process, where you name and select a user in step 9, instead name and select a group, and then assign a role to the selected group.

Select group

If you have not yet created a Workplace Analytics group in Azure Active Directory, and want to do so, see Create a group and add members in Azure Active Directory.

Verify role assignments

Use this procedure to see what roles have been assigned to a user.

  1. On the Workplace Analytics | Users and groups page, start typing the user identifier. As you do so, the list of users and groups filters to contain the name you're typing.

  2. Find the user in the list. In the Role assigned column, you can see the user’s role (or roles).

Role assignment FAQ

When would you assign a role to a group rather than to an individual user?

It depends on the situation or on your company's policy, but the reason for choosing between one method and another is usually efficiency. In a smaller company, if only a few people will be assigned Workplace Analytics roles, it can be convenient to assign user roles individually, especially if such roles are unlikely to change.

However, in a larger company where the number of users required for the same role is significant — for example, Program Managers — it is more efficient to assign a role to a group and then add users to the group, because groups are easier to manage and audit.