A company needs its supervisors to be able to access analytics dashboards.

Dynamics 365 Contact Center controls analytics access through Dataverse security roles and privileges. Microsoft states that users with the System Administrator or Supervisor role can access analytics and dashboards by default. Therefore, assigning the appropriate supervisor role is a complete way to provide dashboard access.

Microsoft also supports creating or modifying a custom security role specifically for analytics consumers. Administrators can grant Read privileges on the analytics report entities and assign that custom role to users who should access dashboards without receiving a broader supervisor role. The current Copilot analytics documentation confirms the same model: Supervisor and System Administrator roles receive access by default, while other users require a security role containing Read permissions for the relevant analytics entities.

Power BI workspace roles can be relevant when administering separately developed Power BI workspaces, but they are not the required security mechanism for the native Contact Center analytics dashboards described here. Refresh schedules control data currency, not user authorization. Supervisor monitoring permissions govern live-conversation actions such as monitor or transfer and are distinct from analytics access.

Study Guide reference: Manage analytics for Dynamics 365 Contact Center - > Configure access to analytics and dashboards; configure supervisor security roles.