CoreView Release Notes September 2025

[WORKFLOWS] Create user from template workflow action: two new “Create User from Template” workflow actions have been added: one for onboarding cloud-only users and another for onboarding synced users. This feature enables Tenant Admins to create a single-action onboarding workflow and allows delegated operators to onboard users in bulk using properties defined in user templates. Tenant admins can enforce the use of a specific template or allow delegated operators to choose from templates assigned to them before running the workflow. 

Inspired by a CoreVoice idea.

How does this impact you?
Previously, onboarding workflows required more than 20 actions and took an experienced CoreView administrator 1.5 hours to build, and up to 4 hours for less experienced users. With this new action, onboarding workflows can be created with as little as one action, reducing build time to approximately 15 minutes.

[REPORTS] Multi-selection available in “Recipient Type Details” column: The “Recipient Type Details” column now supports multi-selection, allowing users to filter reports using multiple criteria in this field. This update applies to all reports where the “Recipient Type Details” property is available. 

This feature was implemented in response to a request from Mike DiVergilio.

[SETTINGS] Additional app consents in Organization Settings: three applications have been added to the “Consent management” section to optimize performance and traffic distribution. These act as replicas of the existing Integration app.

Recommendation: if you are experiencing issues with the identity and access report service limits related to sign-ins or authentication methods, grant consent to these new applications to improve reliability and functionality.