CoreView enables you to view information on the chosen operators and their roles. You can also add new operators and modify current operator accounts by changing their passwords, personal information, roles and add or remove them from V-tenants, Permissions groups and/or License Pools as well as delete the selected operator(s) and export the list of Operators in excel. Operators are also able to apply Regional settings for Time & Date Format in the portal

You can add a new operator by clicking ‘Add new Operator’. You will be asked to fill in the new operator’s personal information, such as User principal name, First Name, Last Name, and email address. Operators can be selected from the tenant’s user list. Simply start to type the user principal name and choose the correct one from the suggestion list provided:

If you choose the operator from the tenant users list, the personal information fields will be populated automatically. Then you only need to specify the operator roles. The following roles are available:

    • TenantAdmin – This role is designed for individuals who will administrator 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 that can 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 be able to see the 'Manage' tab and have access to Management wizard under this tab as well as being able to 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 CoreView portal.
    • SupportChat - This role allows operators to contact 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

Note: when you grant someone TenantAdmin rights, they automatically also have rights to the remaining Roles. 

If you do not choose any of these roles, the new operator will only be able to access reports and use the following features: save, export, schedule, save to favorites.

Note: If you check ‘Use Organization Account’ the Single sign-on will be applied during login. Otherwise, you must insert the password to be used by CoreView operator.

Also, here you can limit the specific operator to see only to the functions of specific SKU.

Then, it’s possible to add a new operator to different V-tenants to limit the information the new operator can see, permissions groups to limit the management actions the new operator can perform and License Pools to be managed.

  • Inherited group roles These roles refer to the roles chosen during adding operator using ‘Add new Group of Operators’.

So, another way to add new operator is using ‘Add New Group of Operators’. In this way, you can select a security group and assign the roles to the whole group of operators.

The security group members will become portal operators and will inherit the roles granted to Security group. You can also assign additional operator roles by modifying the specific operator profile.

The security group roles can be checked in the Roles column, while you can see which Security Group an operator makes part of in the Security Group column.

In order to modify the Roles, you can click on the name of the group and change the roles. The changes will be applied to all operators that are part of the group. 

You can add an operator starting from another operator's profile using the option 'Clone Operator'. Using this option, the roles, the V-Tenants, permission groups and license pools will be already applied on new operator profile.