Configure personal insights defaults

Applies to: Exchange Online admin

To configure settings for personal insights, you have a few options:

• At the tenant level, you can use the Microsoft 365 admin center or PowerShell.
• At the user level (one or multiple users), you can use PowerShell.

We cover both configuration options in this article.

To access Microsoft Viva Insights, users need to have licenses that include a Viva Insights service plan, as described in plans and environments.

For information on how to assign a license, refer to:

• Assign licenses to users in Microsoft 365 for business.
• Assign licenses for Viva Insights.

You need to be an Exchange Online (EXO) admin role to configure users for Viva Insights in PowerShell.

When you set defaults at the tenant or user level, you’re setting users’ initial access to Viva Insights. However, users have the flexibility to keep the status you set or change it. Users can learn how to opt in or out of Viva Insights here: Opt out of Viva Insights. The exception is if a user's license with a Viva Insights service plan expires. In that case, the user can't opt in.

Defaults you can set are:

• All of Viva Insights (user-level only)

• The Viva Insights web experience

• Viva digest emails

• Meeting effectiveness surveys (classic Teams client only)

• The Viva Insights Outlook add-in

• Schedule send suggestions in Outlook

  Important

  Beginning at the end of March 2024, we’ll be pausing the digest email, which are typically sent twice a month. All the content from digest emails will still be available within the Viva Insights app in Teams or on the web. You can continue to explore and analyze your data insights seamlessly. To learn more about this change, refer to the Digest email pause.

Refer to the Privacy guide to understand how privacy is built into Viva Insights and to learn what you can configure to address specific privacy requirements.

Through the Microsoft admin center, you can configure access to Viva Insights elements for all users in your organization.

1. In the Microsoft admin center, go to the settings tab and select Viva, then Viva Insights.

2. Under Viva Insights in Microsoft 365, select Manage availability in the Teams admin center. This option takes you directly to the Teams admin center, where you can configure the appropriate settings.

   

Go to our Teams admin tasks doc for more information about setting up the Viva Insights app in Teams.

Use for Default on and Default off rollout scenarios, as explained in Personal insights deployment guide

1. In the Microsoft admin center, go to the settings tab and select Viva, then Viva Insights.

2. Under Viva Insights in Microsoft 365, select Manage settings for Viva Insights.

   

3. In the resulting pane:

   1. Select Personal and organization insights web experience to keep all Viva Insights users in your organization opted in for access to the Viva Insights app on the web. Clear the selection to opt out users.

      

      Note

      If you turn off Personal and organization insights web experience, users who have access to the Microsoft Copilot Dashboard will continue to have access to the dashboard.

   2. Select Digest email to keep all Viva Insights users in your organization opted in for access to the digest mails. Clear the selection for Digest email to opt out users.

   3. Select Insights Outlook add-in and inline suggestions to keep all users in your organization opted in for access to the add-in. Deselect it to opt out users. If you opt out of the Viva Insights Outlook add-in, the Productivity inline suggestions are also turned off for all users. Individuals can also turn inline suggestions on or off through their own Settings within the Viva Insights add-in.

   4. Select Meeting effectiveness surveys to keep all users in your organization opted in for access to the surveys. Deselect it to opt out users. If you opt out users, they won't see an option for meeting effectiveness surveys in their settings.

      Note

      Meeting effectiveness surveys are only available in the classic Teams client, not the new Teams.

   5. Select Schedule send suggestions to keep all Viva Insights users in your organization opted in for access to schedule send suggestions, and then select Save changes. Deselect Schedule send suggestions to opt out users. These will be default settings for all users. Users can change them at any time from their Viva Insights Outlook add-in and Viva Insights app settings page. It may take up to 24 hours for all changes to take effect.

      Note

      After a new tenant is established, it can take up to 48 hours for this functionality to become available.

4. Select Save.

You can also get to these settings in from the main Microsoft 365 admin center:

1. In the left pane, expand Settings and then select Org settings.
2. On the Services tab, select Microsoft Viva Insights (formerly MyAnalytics).

For user configuration settings, you’ll use the Set-MyAnalyticsFeatureConfig and Get-MyAnalyticsFeatureConfig cmdlets. For tenant configuration settings, you’ll use the Set-DefaultTenantMyAnalyticsFeatureConfig and Get-DefaultTenantMyAnalyticsFeatureConfig cmdlets. Before you can use any of these cmdlets, you'll need to install a module and sign in to be authenticated.

1. Connect to Exchange Online and, when prompted, sign in with your admin credentials.

2. After you've signed in, you're ready to work with user and tenant configuration settings:

   • Set access for a tenant
   • Confirm access for a tenant
   • Set access for one user
   • Confirm access for one user
   • Set access for multiple users

To connect to Exchange Online, you install prerequisites and then you install the Exchange Online PowerShell V2 module.

1. Open PowerShell.

2. Prerequisite #1: Installing packages from the PowerShell Gallery requires the latest version of the PowerShellGet module. Run these commands to install it:

   Install-Module PowerShellGet –Repository PSGallery –Force
   

   For more information, see Installing PowerShellGet.

3. Prerequisite #2: Install the Exchange Online PowerShell V2 module:

   Install-Module -Name ExchangeOnlineManagement
   

   For more information, see Install-Module.

4. Connect to Exchange Online. In PowerShell, run the command Connect-ExchangeOnline.

   Connect-ExchangeOnline
   

   This will prompt you to authenticate, which you do by entering your admin credentials.

Use PowerShell to configure access for all users in a tenant. For example, you could opt out everyone completely, which would turn off all Viva Insights functionality for all users. However, users can choose to opt in again.

Also refer to Parameters: Set-DefaultTenantMyAnalyticsFeatureConfig.

Configure access settings for a tenant with the PowerShell cmdlet Set-DefaultTenantMyAnalyticsFeatureConfig.

Set-DefaultTenantMyAnalyticsFeatureConfig
   [-Feature <String>]
   [-IsEnabled <Boolean>]
   [-ResultSize <Unlimited>]
   [<CommonParameters>]

The PowerShell command Set-DefaultTenantMyAnalyticsFeatureConfig can be used to enable or disable Viva Insights features for all users in the tenant.

Use for the Mixed deployment rollout scenario, as explained in Personal insights deployment guide

• Command syntax – Features:

  Set-DeafultTenantMyAnalyticsFeatureConfig -Feature <opt-in/opt-out> -Feature <dashboard/add-in/digest-email/all> -isEnabled <$true/$false>
  

• Example – Features: Running the following command opts all users in the tenant in (by setting Feature to Opt-in) and enables all the personal insights features except the digest email:

  Set-DefaultTenantMyAnalyticsFeatureConfig -Feature opt-in -Feature digest-email -isEnabled $false 
  

This granular feature access control allows admins to enable or disable the Digest Welcome Email for Viva Insights users in their tenant. The Digest Welcome Email is automatically sent to employees upon their assignment of a Viva Insights license. You can disable these emails using PowerShell, prior to assigning the employees their license. When you disable the Digest Welcome Email, all future Digest Emails are also disabled. If you want to send the Digest Welcome Email at a later date, remove the employee from the policy or delete the policy. This policy is for the tenant level only.

• Default state: Enabled, meaning that users with a Viva Insights license will receive the email a few days (up to four weeks) after license assignment.

• Disable or enable: Admins can disable or enable the Digest Welcome Email control using VFAM cmdlets. Disabling the control prevents users from receiving the email. See the command syntax and example code below for more details.

You can set this policy using the Add-VivaModuleFeaturePolicy cmdlet:

ModuleId : VivaInsights
FeatureId : DigestWelcomeEmail
Name : DisableFeatureForAll
IsFeatureEnabled : false
Everyone

Learn more about how to set these policies.

Use the following command to confirm whether users in a tenant have access to Viva Insights (the value for Feature):

Get-DefaultTenantMyAnalyticsFeatureConfig 

Get-DefaultTenantMyAnalyticsFeatureConfig reveals the tenant’s current configuration settings. The following is a sample output of this cmdlet. This output indicates that users in the tenant are currently opted in and that they have all Viva Insights features turned on except the digest email:

TenantId : x0xx10-00x0-0x01-0xxx-x0x0x01xx100
IsDashboardEnabled : true
IsAddInEnabled : true
IsDigestEmailEnabled : false
IsMeetingEffectivenessSurveyEnabled : opted-in
IsScheduleSendEnabled : true

You can use PowerShell to configure Viva Insights access for individual users in your organization. For example, you could opt out the user completely, which would turn off all Viva Insights functionality for that user. However, the user can choose to opt back in.

Viva Insights has core features and premium features. Access to features and types of data processing depends on a user's assigned service plan.

As an admin, you have the ability to configure opt-in/opt-out behavior for end users. For premium plans, you can also allow users to control what’s included in advanced and some aggregated insights. Then, users can choose to opt out through their Viva Insights app in Teams or on the web. When users opt out of Viva Insights:

• They lose access to the Viva Insights app in Teams and web.
• Their data isn’t included in email read rates.

Also, if users have a premium plan:

• Their productivity data isn’t included in person queries, if you choose.
• Their collaboration data still feeds into aggregated insights—that is, meeting queries and organization insights.

Configure access settings for a user with the PowerShell cmdlet Set-MyAnalyticsFeatureConfig:

Set-MyAnalyticsFeatureConfig –Identity <string> [-Feature <string[]>]

Use Set-MyAnalyticsFeatureConfig to change the configuration settings of the user who is identified by the -Identity parameter. The following is a sample output of this cmdlet. It indicates that the user was opted in and that all of that user's Viva Insights features were turned on except the digest email:

UserId : <username>@<domain>
`Feature` : opt-in
IsDashboardEnabled : true
IsAddInEnabled  : true
IsDigestEmailEnabled : false

Also refer to Command reference: Set-MyAnalyticsFeatureConfig.

Use the following to confirm whether a user has access to Viva Insights:

Get-MyAnalyticsFeatureConfig –Identity <string>

Get-MyAnalyticsFeatureConfig reveals the current configuration settings of the user who is identified by the -Identity parameter. The following is a sample output of this cmdlet. It indicates that the user is currently opted in and that they have all Viva Insights features turned on except the digest email:

UserId : <username>@<domain>
`Feature` : opt-in
IsDashboardEnabled : true
IsAddInEnabled  : true
IsDigestEmailEnabled : false

Use the following steps in the Exchange Online PowerShell V2 module to change access to Viva Insights for multiple users by running a PowerShell script that iterates through the users, changing the value one user at a time.

1. Create a comma-separated value (.csv) text file that contains the UserPrincipalName field of the users you want to configure. For example:

   UserPrincipalName
   ClaudeL@contoso.onmicrosoft.com
   LynneB@contoso.onmicrosoft.com
   ShawnM@contoso.onmicrosoft.com
   

2. Specify the location of the input .csv file, the output .csv file, and the value of Feature that you want to set for each user:

   $inFileName="<path and file name of the input .csv file that contains the users, example: C:\admin\Users2License..csv>"
   $outFileName="<path and file name of the output .csv file that records the results, example: C:\admin\Users2License-Done..csv>"
   $feature = "Opt-in"
   
   $users=Import-Csv $inFileName
   ForEach ($user in $users)
   {
   $user.Userprincipalname
   $upn=$user.UserPrincipalName
   
   Set-MyAnalyticsFeatureConfig –Identity $upn -Feature $feature
   Get-MyAnalyticsFeatureConfig –Identity $upn | Export-Csv $outFileName
   }
   

   Also see Command reference: Set-MyAnalyticsFeatureConfig.

3. Run the resulting commands at the Exchange Online PowerShell V2 module command prompt. For more information about the module, refer to Exchange Online PowerShell V2 module.

This PowerShell script:

• Shows the user principal name for each user.
• Sets the specified privacy mode for each user.
• Creates a .csv file with all the users that were processed and shows their status.

The PowerShell command Set-MyAnalyticsFeatureConfig can be used in two different ways:

• Enable or disable Viva Insights features
• Enable or disable features

• Command syntax - features on or off:

  Set-MyAnalyticsFeatureConfig -Identity \<string\> -Feature <dashboard/add-in/digest-email/all> -isEnabled <$true/$false>`
  

• Example - features on or off: Running the following command disables the digest email for the user:

    Set-MyAnalyticsFeatureConfig -Identity <string> -Feature digest-email -isEnabled $false
  

Set-MyAnalyticsFeatureConfig -Identity \<string\> -PrivacyMode <opt-in/opt-out> -Feature <dashboard/add-in/digest-email/all> -isEnabled <$true/$false>`

Applies to: Teams Service Administrator and Exchange Online admin