How to use CoreView Management Actions (New UX)
Modified on Mon, 05 Dec 2022 at 12:47 PM
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- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- Configuration Overview (New UX)
- Configuration Overview
- Creating CoreView Tenant Administrators (New UX)
- Creating CoreView Tenant Administrators
- CoreView Operator Uses Cases & Dependencies
- Creating a License Pool
- Understanding Virtual Tenants
- Frequently Asked Configuration Questions
- "Send As" DNS Requirements for CoreAdoption Campaigns (Optional)
- How to enforce MFA on CoreView service accounts
- Creating a License Pool
A Quick Tour of CoreView
- A Quick Tour of the CoreView Interface
- Introducing the CoreView New User Experience
- CoreView New UX FAQ
- CoreView Dashboards
- Using CoreView Reports
- How to use CoreView Management Actions (New UX)
- How to use CoreView Management Actions
- Understanding CoreView Releases
- Creating your first Workflow - A Practical Exercise
- Introducing the new site for Partner customer management
- How to check and analyze the Message Trace
- How To Configure Email Forwarding
- How to convert a Shared Mailbox to a User Mailbox
- How to convert a user mailbox to a shared mailbox in Exchange Online
- How to Create Microsoft 365 Groups for Improved Collaboration
- How To Create Shared Mailbox
- How To Create User Mailbox
- How To Grant Access To Mailbox
- How to List all the Mailboxes a User has access to in Microsoft 36
- How to remove delegates from Mailbox
- How to remove user access to Mailbox
- How to review and manage Exchange online mailbox permissions
- How to verify if a user has updated the Password
- Read Permission for Mailbox
- What are security groups and How to create it
- What is a Distribution Group and How to create it
- Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
Understanding CoreView - Quick Start Guides.
- CoreView Quick Start Guide Overview and Index - Tenant Admins
- CoreView Quick Start Guide Overview and Index - Operators
- Understanding CoreView Tenant Configuration – Management
- Understanding the CoreView Operator Profile
- Understanding CoreView Operator Roles
- Understanding CoreView Operator Delegation
- Understanding CoreView - Report Column Filtering
- Understanding CoreView - The User Interface
- Understanding CoreView Tenant Configuration - V-Tenant User Filters
- Understanding CoreAdoption – Templates and Campaigns
- Understanding CoreLearning - Content Hierarchy
- Understanding CoreView Tenant Configuration - Portal Information
- Understanding CoreView Tenant Configuration - CoreLearning
- Understanding CoreView Tenant Configuration Options
Troubleshooting Common Issues
- Unable to see OneDrive, SharePoint and Exchange Data (New UX)
- Unable to see OneDrive, SharePoint and Exchange Data
- Remote Office 365 PowerShell session can Conflict CoreView Management Actions
- Why I cannot save the changes on existing License pool?
- Error when attempting to perform a Management Action (New UX)
- Error when attempting to perform a Management Action
- Unable to modify the Assigned Licenses in my License Pool Report
- Enabling Permission for Endpoint Manager Actions (New UX)
- Enabling Permission for Endpoint Manager Actions
- How to enable permission for BitLocker keys report (New UX)
- How to enable permission for BitLocker keys report
- How to recreate Admins Read-only (New UX)
- How to recreate Admins Read-only
- How to add an operator to the portal?
- How to enable and configure CoreView management session (New UX)
- How to enable and configure CoreView management session Current UX
- How to provide a consent to activate Azure AD Reports Feature and activate Partial Import?
- Tips & Tricks: Leverage Pivot Reports to Prototype License Pool Criteria Filter
- Tips & Tricks - How to manage email notifications for newly added Operators.
- Disable MFA from Read Only Service Accounts
- How To: Report on "Consumed Portal Licenses" (New UX)
- How To: Report on "Consumed Portal Licenses"
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- Tips & Tricks: How to merge License Pools
- How to Use CoreView's Global Report Filters
- How to use the What If tool to check Azure AD conditional access policies
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- How to Archive a Teams Group
- How to Restore a Teams Group
- On-demand Import for a Single Device in Endpoint Manager (Intune)
- Custom Actions using the Microsoft Graph API
- How to set up your tenant for the switch to Microsoft Graph API
- GraphAPI configuration: How to get Client ID and Client Secret
Reporting and Analytics
- How do I Check and Manage Calendar Permissions for a User? (newUX)
- How CoreView can help you with your Microsoft 365 Chargeback Goals.
- New UX: Understanding the new License Centers
- Understanding the Savings Opportunities Dashboard
- Understanding the License Optimization center
- Understanding License Pool Snapshots report
- Understanding Call quality dashboard
- Understanding Call quality report
- Understanding User call quality report
- Understanding Teams groups activity report
- Understanding Teams Adoption Growth Report
- Understanding Endpoint Manager reports
- Understanding Teams dashboard
- Understanding Risky Users report
- Understanding KPI dashboard
- Understanding Storage Dashboard
- Troubleshoot Active Users (License Usage) data
- Legacy Protocol Management
- Report Columns: Is active 30/60/90
- Quarantined Messages Report - Understanding The Reports
Managing and Administration
- Teams Voice: Direct Routing Support
- How to enable management function?
- CoreView Playbooks Overview
- CoreView Playbook Policy Overview
- Forward SMTP Address vs Forward Address management actions
- How to add the users in bulk while executing Users management actions?
- How to Create & Manage Custom Actions (New UX)
- How to Create & Manage Custom Actions
- How to schedule a report to be sent automatically, and how to modify its scheduling options?
- How to schedule an alert report for the License Count
- Tips & Tricks – How to read and modify license pool report?
- Overview of CoreView Workflow
- How to delegate Workflow management using roles
- How to configure CoreView and ServiceNow integration
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal (New UX)
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal
- How Can I Migrate from Group-Based Licenses to Direct Licenses Managed by CoreView?
- Naming convention rules
- Custom Actions: Forbidden and Warning Values
- How to add users to Distribution Group in bulk using via CSV
- Not able to manage licenses error (New UX)
- Not able to manage licenses error
- Using custom action json output as an input in the workflow
- Setting the Sensitivity Label on SharePoint as a Mandatory Field
- DistinguishedName vs OnPremisesDistinguishedName
Customer Engineering Workshop
- Migrating from Azure Group Based Licensing to CoreView
- Customer Engineering Workshop - Teams Voice
- Customer Engineering Workshop - Playbooks – policy, perfected
- New UX Workshop - General Overview Session 2
- New UX Workshop - General Overview Session 1
- What’s new in License reporting – the new user interface and the License Center
- CoreView and ServiceNow – Integrating Workflows with ServiceNow
- Advanced Workflows & Custom Actions
- Customer Engineering Workshop: Reports, Dashboards, and Alerts
- Limiting M365 Admin Access with Permission Roles, V-tenants, and License Pools
- Customer Engineering Workshop Global - Group Licensing with CoreView
- Customer Engineering Workshop Global - Filters and Custom Actions
- Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
CoreView Product Manual
- KPI Dashboard
- Operational Reports
- License Reports
- User Reports
- Mail Traffic Reports
- Exchange Reports
- Skype for Business Reports
- Teams Reports
- Group Reports
- Device Reports
- Endpoint Manager Reports
- Security reports
- SharePoint Reports
- Aggregation Reports
- OneDrive Reports
- Yammer Reports
- Report Actions
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
This article will cover how to use management actions in CoreView. Management actions are common actions performed by administrators.
Management Actions Overview
CoreView management actions allow you to administer your Microsoft tenant in a supercharged form. Following this guide, you will learn what CoreView management actions are, how you can use them, and some tips and tricks to boost your productivity in managing users, groups, and much more.
CoreView allows you to perform management actions from different sections of the platform. You are able to run a management action from:
- The Management actions list
- The user or group cards
- The reports
Performing actions from each of these sections has advantages and disadvantages. For example, when you are seeking to run a set of tasks on a single user or group it might be best to run all the actions from the user or group card. Conversely, when you need to identify a group of items running a complex query to run a single management action on, it’s better to do it straight from the report.
Note: Before you can execute any management action, you must ensure that your ‘Management session’ is enabled. To check whether your session in enabled or not, you can look at the top right banner. If it says ‘Management OFF’ you need to enable it by clicking on the ‘Management OFF’ tab and proceed by selecting the ‘Turn on management session’ button in the bottom right. If you try to perform a management action when the session is not enabled, a popup will notify you that you need to enable it first. In case your tenant is configured with ‘Advanced management’, you don’t need enable the management session.
You can find more information in this article: How to enable management functions
Note: The set of management actions that an operator can access may be impacted by the permissions assigned by a tenant administrator. If, as an operator, your access to any management actions has been restricted, you will only be able to see those actions for which you have permissions.
How management actions are categorized
Understanding how CoreView management actions are categorized will help you find the action you need faster. The same categorization is applied in the ‘Management actions’ list and in the ‘Manage’ panel in in reports and in the user and group card.
- 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 multi-factor authentication (MFA). Moreover, you can perform many of these tasks in bulk.
- 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.
- Microsoft 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.
- Security groups - You will be able to create new Groups, update existing groups, and manage your existing groups' members. These are excellent candidates for delegation.
- 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.
- Mail contacts - These actions allow you to create a new Contact, edit a Contact or remove a Contact.
- Devices - This allows you to manage devices, including devices that you may have quarantined, and all your Endpoint manager/Intune devices.
- On-premises - You can create and edit new users, distribution groups, and security groups.
- 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.
- Teams - You will be able to create new Groups, update existing groups, and manage your existing groups' members.
Additional management actions that are available:
- Custom actions - Custom actions are Management Actions designed, programmed, tested, and implemented by a tenant administrator.
- Workflows - Workflows are a special feature available on CoreView that lets you automatically perform a set of different management actions, composed into a unique flow by a tenant administrator.
How to execute a management action from the Management actions list
In the left navigation menu expand the ‘Actions’ category and select ‘Management actions.’
In the ‘Management actions’ list page you can see two main parts:
- Filter assistant – This panel is located on the left. This is where you can search for management actions.
- Management Action table – This panel is located on the right. Here you will see the list of management actions and their descriptions.
You can filter the management action ‘by activity’ or ‘by category’. You can also use the search bar on top of the table to look for the action you need to execute, just try to type the action name or some keyword related to that action.
To execute an action, click on the action name or use the ‘Run’ command in the (…) dropdown.
From the column of the management actions table, you can pin or un-pin an action. Pinning an action is a great way to boost your productivity and make the actions you use the most, easier to find. Pinning an action will make it appear at the top of the table and will highlight the action when you haven’t selected any filter. Your pinned actions will also appear in the ‘Manage’ panel in reports and cards; so, they are always readily available.
How to execute a management action from the user or group card
You can access user or group cards by clicking on users’ ‘Login name’ or on a groups’ ‘Name.’
A user card includes shortcuts to most common actions you need to perform on users. These commonly used actions are embedded in the various widgets and in the user card’s tables. In the right ‘Manage’ panel you can find all the management actions you can execute on that user.
A group card includes shortcuts to most common actions, embedded into the ‘Group detail’ section and in the ‘Members and owners’ table. In the right ‘Manage’ panel you can find all the management actions you can execute on that group.
Note: The management actions that you are allowed to perform depends on the permissions associated to the account you are using and the recipient type or the group type.
How to execute a management action from a report
You can perform management actions from most CoreView reports. To run a management action from a report, follow these steps:
- Select the items you want to run the management action on using the checkboxes in the first column.
- The right ‘Manage’ panel will automatically open, showing the management actions you can perform on the selected items.
- Select the action you wish to perform on the selected item(s).
Note: When selecting multiple items, the ‘Manage’ panel will show you only the management actions that you can perform on all items. If you don’t see the action you are looking for, review the selection as some actions can only be performed on single items, or on items that have certain properties in common i.e., you can run the ‘Edit user property’ actions on multiple users only if they are all of the same kind - OnCloud, synchronized, or OnPremises.