What is a management action?
A management action is a predefined CoreView action that allows you to manage objects (e.g. users, groups, devices) in a variety of ways (e.g. create, edit, delete) relevant to the specific workload.
For example, management actions enable you to change a user's password, create a shared mailbox, manage a distribution group, and much more. Please consult our Management actions library for a comprehensive list of available management actions.
CoreView management actions create and modify properties directly on MS 365.
Management actions are manually executed by operators with a “Management” role. However, they can be strung together into workflows to allow for more complex levels of automation.
Roles and permissions
Only tenant admins can create and manage management actions.
Only users with a “Management” role can execute management actions.
How to perform a management action
To perform a management action, you should follow these steps:
- Configuration: choose the desired management action and complete the management action wizard to set it up.
- Execution: management actions can be initiated from various sections within the CoreView app. This will automatically redirect you to the management action wizard.
- Monitoring: after executing a management action, you can monitor its progress within different sections of the CoreView app.