User card

A user card is particularly useful when you need to investigate a specific user. It gathers all the details you can select from the “Columns” dropdown in the user report onto one page. This is especially handy when you need to perform multiple actions for the same user.

How to open a user card

To access a user card, go to any user report and click on the expand icon located to the left of the item.

The user card will open in a new tab.

Pages

At the top of the user card, you will find different tabs, depending on the user type (UserMailbox or SharedMailbox) and the license plans they have been assigned. The available pages are “Info”, “OneDrive - SharePoint - Viva Engage”, “Teams", and “Exchange”.

Info page

In the following section, we will explore the widgets available on the “Info” page of a “UserMailbox” type of user:

Create custom widget

Select “Create custom widget” to add a widget containing additional information. Simply provide a title for your widget and choose the information you wish to include from the dropdown menu. You can select multiple items to be added to the widget. Once set up, this widget will appear on all your user cards. To edit or delete the widget, select the “…” in the top left corner.

User details

This section allows you to view and modify user properties. Certain properties, like the MFA state or password reset, can be edited directly on the page. Click on “See details” to view all attributes, including the “Recipient type details” attribute, which indicates whether a user is a UserMailbox or SharedMailbox.

Select “Edit user properties” to access the corresponding wizard, which will enable you to edit any of the attributes in this section.

Licenses

This section displays the licenses assigned to the user. An “Inactive”  badge means the user hasn't used that license for the past 30 days, while “Unknown” means CoreView doesn't have recent activity information for that license. You can conveniently remove any inactive licenses by clicking the “Remove” call to action next to it. Select “See details” to access the full report.

Groups

In this section, you can see the Distribution, Security, Microsoft 365, and Teams groups the user is part of. Select “See details” and access the full report to perform actions such as adding or removing the user from a group.

Please note that it is not possible to remove users from dynamic groups.  

Mailbox

From this section, you can view and manage all the mailboxes accessible to the user, along with the specific rights they hold for each mailbox. Additionally, you can view and manage their external forwarding addresses.

Last activity

This section provides information about the user's last activity on any app. The badge indicating whether the user is “Active” or “Inactive” is determined by their app usage over the past 30 days.

Devices

In this section, you can view information about the devices assigned to the user, including both Entra devices and Exchange mobile devices. Select “See details” to access more information.

Installed Office apps

This widget contains information about the Office apps that the user has installed.

Entra apps

This widget provides quick access to Entra app delegations and ownership information, which is already filtered for the selected user.

Notes

This widget displays the count of notes added by admins. Select “Add new” to create a new note, or “See details” to view previously added notes, which include information about the user who added them and the creation date. Any note can be edited or deleted after selection.

OneDrive - SharePoint - Viva Engage page

This page is accessible only for users with at least one of the following plans: OneDrive, SharePoint, or Viva Engage. Here, you can find information about the user's OneDrive usage and permissions, SharePoint sites they own, and much more.

Teams page

This page provides an overview of a user's activities in Teams. It includes details like the length and quality of meetings and calls, the number of these interactions, and how many messages the user has sent. You can adjust the timeframe for this data using the dropdown menu at the top-left of the screen. This lets you focus on specific periods.

Select “See details” within the “Meetings” and “Calls” widgets to access a detailed report.

Membership

In this section, you can see which groups the user belongs to. Select “See details” to access the full report, where you can perform actions like adding the user to a Teams group or managing their Teams policies.

Voicemail

The Teams Voicemail widget provides a centralized location for accessing and adjusting Teams voicemail settings. With this widget, you can easily toggle voicemail status, manage greetings, and handle voicemail policies. 

Voice

The Teams Voice widget provides a single location to view the user's Teams Voice settings. These settings encompass call answering rules, routing for unanswered calls, ringing duration, and dial-out preferences.

Exchange page

This page retrieves data from the Exchange report, along with related management actions available for the mailbox. For instance, you can see whether the user has set up and activated the autoreply feature. If it's not configured, an admin with a management role has the option to do so by clicking the “Configure auto-reply” call to action.

Additionally, this page allows you to monitor the mailbox quota status, the volume of emails sent and received, and the types of connections used.

Management actions

If you're a Tenant Admin or have the “Management” role and the Management session is enabled, you can choose actions directly from the “Manage” smart panel on the right. Any action you select will automatically target the user.