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Assign Viva Goals Administrator Permissions in a Test Environment

Rana Garcia Sep 25, 2026 869 views

Question details

The user wants to assign a user the Viva Goals Administrator role strictly for testing purposes, ensuring the assigned user does not inadvertently gain administrative access to other Microsoft 365 environments or tenant services.

How to Assign Viva Goals Administrator Permissions Strictly for a Test Environment

Product: Microsoft 365 / Viva Goals
Device & OS: not provided
Scenario: Setting up a test environment for Viva Goals and scoping administrative roles to prevent unauthorized access to unrelated services.
Observed behavior: The user needs to know how to properly assign the role and verify its scope so it only affects Viva Goals, and how to handle the role after the testing phase is complete.

Before you start

Ensure you are logged into the Microsoft 365 admin center with Global Administrator or Privileged Role Administrator credentials before modifying role assignments.

Solution 1Recommended

Assign the Viva Goals Administrator Role via the Microsoft 365 Admin Center

Use the Role Assignments feature in the Microsoft 365 admin center to grant specific Viva Goals permissions and verify the scope of access.

Microsoft 365 role assignments are designed to be granular. The Viva Goals Administrator role is specifically scoped to manage Viva Goals configurations, policies, and settings. Assigning this role will not grant the user administrative privileges over other tenant services like Exchange, SharePoint, or Teams.

Access Role Assignments

Log in to the Microsoft 365 admin center. In the left-hand navigation menu, select 'Roles' and then click on 'Role assignments'.

Search for the Viva Goals Role

In the search bar under the role assignments page, type 'Viva Goals Administrator' to locate the specific role.

Verify Role Scope

Click on the 'Viva Goals Administrator' role to open its details panel. Review the role description and scope to confirm it does not grant access to other unrelated tenant environments.

Assign to the Test User

Click 'Assign admins' or 'Add users', search for the designated test user, select their profile, and save the changes.

Remove Role After Testing

Once the testing phase is complete or if you decide to purchase the full Viva Goals plan, return to the 'Role assignments' page, select the user, and remove the Viva Goals Administrator permission if it is no longer needed.

Assign the Viva Goals Administrator Role via the Microsoft 365 Admin Center

Secure Scoping: By strictly using the Viva Goals Administrator role rather than a broader admin role, you successfully restrict the test user's access solely to the Viva Goals environment.

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Frequently Asked Questions

Will assigning the Viva Goals Administrator role give the user access to our SharePoint or Exchange environments?

No. The Viva Goals Administrator role is strictly scoped to manage Viva Goals policies and settings. It does not grant administrative access to other Microsoft 365 tenant services like SharePoint, Exchange, or Teams.

How do I revoke the Viva Goals Administrator permission once testing is done?

Navigate to the Microsoft 365 admin center, go to Roles > Role assignments, search for the Viva Goals Administrator role, select the assigned user, and click to remove their permissions.

Do I need a full Viva Goals license to test the administrator role?

While you can technically assign the administrator role from the admin center, actively testing the configuration and features of Viva Goals usually requires an active trial or a purchased Viva Goals plan applied to the tenant.

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