Understanding CoreView Tenant Configuration – Management

Modified on Fri, 29 Apr 2022 at 08:37 AM

The Management category under the Settings tab of My Organization is designed to authorize CoreView to execute changes against your Office 365 tenant as may be required by Operators performing a Management Action in CoreView. Use of this feature eliminates the need for any Operator to need to be granted administrative permissions in Office 365. 


You can access these features from the Product Menu by selecting My Organization, Settings tab and then clicking 'Management'.


Use different account – If the TenantAdmin currently logged in does not possess the GlobalAdmin role in Office 365, then this option can be used allow an individual who does have GlobalAdmin rights to log in so that the correct Management Type can be selected and saved.

Set the Management type – The setting of controls whether or not CoreView is authorized to execute actions against your Office 365 tenant. The options are:

  • None Operators will need Office 365 administrative roles to execute any CoreView Management Actions.
  • Basic Authorizes CoreView to be an administrative proxy for Office 365, but you chose a password.
  • Advanced Authorizes CoreView to be an administrative proxy for Office 365 and CoreView manages the password which is changed on average at least daily. This is the recommended setting.


Changes to any tenant-level configuration(s) will require that Operators log off CoreView and then log back in to ensure the change properly inherited by each Operator. Please refer to this article for more details: How to change management type: basic vs advanced?



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