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Creating CoreView Tenant Administrators

A CoreView tenant Administrator (TenantAdmin) is analogous to someone who possesses the Global Admin role in Office 365.  Commonly accepted security practices typically call for an organization to limit the number of individuals who have broad administrative permissions.

If this is the first time you'll be creating Operator accounts after initial enrollment, you must log in to CoreView using the same credential used for enrollment.  This is simply because no other Operator accounts yet exist.  Once you have created the appropriate TenantAdmin accounts, you can remove the original enrollment account, if needed, and log in with your normal account. For this Knowledge Resource, we will assume that the individual performing this action has successfully logged into CoreView.

II.  Managing Operators

To create a new Operator account in CoreView,  you need to navigate to the Management Menu and select Manage Operators.  The landing page will be a list of all current Operators.  You can click on an Operator's name to view their Operator Profile, and you can quickly see what Roles have been assigned, and when they last logged into CoreView. Additionally, by clicking on the Manage button located above the table on the right side, you can export the Operator list to Excel.

II.  Overview of Operator Roles

When you create a new Operator account in CoreView, you'll be presented with a set of Roles that you can assign to the Operator (or not).  These Roles apply to any Operator and are relevant based on the business activities planned for that customer.  A brief definition for each role is provided below.   

Please note that when you grant someone TenantAdmin rights, they will also have rights to the remaining Roles, below. 

  • TenantAdmin – This role is designed for individuals who will administer your CoreView tenant.  Operators in this Role can manage groups, permissions, license pools, and other Operators.  They have access to manage global tenant settings. Moreover, they can see all the License Pools available and all the tenant data. It is impossible to limit the data view or management actions executed by a TenantAdmin. Only TenantAdmin can approve, reject or delete an approval of workflow.
  • Management – Operators who should perform management action should be granted this role to see the 'Manage' tab and have access to Management wizard under this tab and perform the management actions from the reports and User Card. Moreover, this role allows to: 
    • View workflow or workflow template
    • Execute, retry and stop a workflow
    • View workflow notification settings
    • Schedule a workflow
    • Delete workflow schedule
  • Global Stats – This role allows the operator to view aggregation reports and data used in reports that cannot be filtered.
  • Global License – The operators with this role can manage all the license pools and view all license pool reports.
  • Audit - the operators with this role can see the audit reports (Audit activities, Message Trace) and manage alerts in the portal.
  • CoreLearningAdmin - This role allows the operator to see the CoreLearning module on the CoreView portal.
  • SupportChat - This role allows operators to contact the CoreView support team through the chat.
  • Workflow Editor- this role allows an operator to: 
    • View workflow or template
    • Create and edit a workflow or template
    • Delete a workflow or template
    • Duplicate a workflow
    • Export a workflow
    • Activate and deactivate a workflow
    • View, create, and edit notification settings
    • Delete schedule
  • Workflow Publisher - this role allows an operator to: 
    • View workflow or template
    • Delete workflow or template
    • Activate and deactivate a workflow
    • Publish a workflow
    • View, create and edit notification settings
    • Delete schedule

III  Creating a TenantAdmin Account

To create a TenantAdmin Operator account or any Operator account, you click on the Manage button, located above the table on the right side, and select +Add new Operator.  You should then be presented with a fill-in-the-blank Operator Profile, as depicted below.  For this exercise, you need to complete this first page, tick all the Roles, and then save the record.  Please note that when supplying the User Principal Name, CoreView will search for and retrieve the names of any users in your tenant that match what you have typed in.

The other tabs you see provide a deeper level of control over what an Operator can do; we'll save that for later.  Repeat this step for as many TenantAdmins as you need to create.

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