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5.D Using CoreView Management Actions

In this article, you will be shown how Management Actions can help you set rules for your tenant and make sure you are applying them correctly.


I.  Overview

Under the menubar's Functional Tab named Manage, you have access to different Management Actions that support the majority of an organization's administrative needs.  Once you click on the Manage tab, you are presented with several boxes or topics covering a logical set of Management Actions.  If you click on any of these topics, you'll see the specific management actions associated with your selection.  You'll notice a numeric value to the right of each topic box.  This identifies the number of Management Actions associated with that topic.   The light green bar that runs vertically and to the left of each topic denotes that this topic area was modified as part of a recent update.  You can find our product Release Notes in the Support Portal under What's New [User Login Required]. 

Please note that an Operators access to any set of Management Actions may be impacted by the permissions assigned to you as an Operator by a TenantAdmin.  If, as an Operator, your access to any Management Actions has been restricted, you will only be able to see those actions to which you have permissions. The numeric value indicates the number of available Management Actions under a given topic be similarly adjusted.

Activating Management Actions

Before you can execute any Management Actions, you must ensure that you have activated Management Mode. You do this from the right side of the menubar by clicking on the square to the right of the filter icon. If you find the box to be checked, you should be good to go.  If not, when you click on the square, Management Mode will be enabled.  If you have any questions about this, please see your TenantAdmin.  If you forget about this step, don't worry; if you attempt to perform Management Actions and Management Mode is not active, you will be reminded to activate it.  Please see the video below for a quick tutorial on activating Management Actions.  Please note that if your Organization has set a Management Type in Advanced, you will not be prompted to log in, but you will notice that you are activating Management.

You can find more information in this article: How to enable management function?

Using Management Actions

While this Knowledge Resource covers the use of Management Actions through the Manage tab, you have the ability to access some of these same Management Actions from two other areas of CoreView.  These are:

User CardWhen an individual's User Card is displayed and Management Mode is enabled, you can click on a Manage menu that will allow performing a sub-set of actions based on your location on the User Card. 
Action Enabled ReportsA number of CoreView's reports are action-enabled.  This means that when Management Mode is active and depending on the report in use, you will have the ability to perform a subset of actions.  In this context, these are often appropriate actions to be performed against multiple users.


A word about using Management Actions against multiple users is often called a "batch."  CoreView limits the total number of allowable users in a batch to those displayed on a single report page display.  Generally, this is limited to a maximum of 100 rows.  This limit is in place to prevent a customer from unintentionally subjecting every entry in the report to the change.   


II.  Review of available Management Actions

  • Custom Actions - Custom actions are Management Actions designed, programmed, tested, and implemented by a TenantAdmin.  Access to any Custom Action must be delegated to an Operator by a TenantAdmin.
  • Mailboxes - Provides you with broad administrative capabilities to effectively manage user mailboxes.  You can create or remove mailboxes, assign or adjust quotas, assign or revoke permissions, implement SendAs rights, add or remove a litigation hold, etc.
  • Users - Operators can manage the entire lifecycle of a user, including the creation of new accounts, the assignment of licenses, performing password resets, and managing MFA.  Moreover, you can perform many of these tasks in bulk.
  • Mobile - This allows you to manage devices, including devices that you may have quarantined.
  • Distribution Groups - Using this Management Action, you can create new Distribution Groups, update existing groups, and manage your existing groups' members.  These are excellent candidates for delegation.
  • Office 365 Groups - You will be able to create new Groups, update existing groups, and manage the members of your existing Groups.  These are excellent candidates for delegation.
  • Mail Contact - These actions allow you to create a new Contact, edit a Contact or remove a Contact.
  • Security Group - You will be able to create new Groups, update existing groups, and manage your existing groups' members.  These are excellent candidates for delegation.
  • Skype for Business - These Skype Management Actions will allow you to manage basic Skype configurations and Cloud PBX features such as Call Queues or DID numbers.
  • OneDrive - Make the management of OneDrive easier with these Management Actions, which allow you to manage OneDrive owners, set OneDrive quotas, and pre-provision OneDrive for new users.
  • SharePoint - Site administrators can add or remove individual or multiple users in bulk, remove sites, recover a deleted site or permanently delete a site.
  • OnPremises - You can create and edit new users, distribution groups, and security groups. 
  • Teams -  You will be able to create new Groups, update existing groups, and manage your existing groups' members.

Please check the following article for more details on the Management Actions: Management Actions.


Published: 02/28/2019

Updated: 08/26/2020

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