Microsoft Entra ID · Reporting & Knowledge

Insights Business Leader

Can view and share dashboards and insights via the Microsoft Viva Insights app.

Scope: View and share pre-built Viva Insights dashboards and programs

Permissions

  • View Insights dashboards
  • Share insights with others
  • Access pre-built reports
  • View organizational insights
  • Deploy and manage programs

Common use cases

  • Executive insights consumption
  • Team wellbeing monitoring
  • Meeting effectiveness review
  • Sharing insights with leadership
  • Program deployment

Best practices

  • Review insights regularly
  • Share appropriately with teams
  • Act on wellbeing insights
  • Use for team discussions
  • Protect individual privacy

Security considerations

  • View-only access to dashboards
  • Cannot run custom queries
  • Aggregated data protects privacy
  • Sharing should be appropriate

Common questions

When should I assign the Insights Business Leader role?

Assign Insights Business Leader when you need to: Executive insights consumption; Team wellbeing monitoring; Meeting effectiveness review; Sharing insights with leadership; and Program deployment. It is part of Microsoft Entra ID and should be granted as a least-privilege alternative to broader roles like Global Administrator.

What can someone with the Insights Business Leader role do?

The Insights Business Leader role grants permissions including: View Insights dashboards; Share insights with others; Access pre-built reports; View organizational insights; and Deploy and manage programs. See the Permissions section above for the full list.

What are the security risks of the Insights Business Leader role?

Key considerations when assigning Insights Business Leader: View-only access to dashboards; Cannot run custom queries; Aggregated data protects privacy; and Sharing should be appropriate. Review the Security considerations section before assignment, and pair with Privileged Identity Management (PIM) for just-in-time access where possible.

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