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 actions:
- From the Management actions list,
- From the user or group cards,
- From 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: 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.