Some of the steps described below depend on the package and add-ons you have purchased. For more information, refer to the “CoreView ONE: overview” guide.
You can add operators in-bulk by usign either “Distribution groups” or “Security groups”, assigning roles to all members at once. This is done through the “New group operators” option. In addition, you can assign permissions, Virtual Tenants, License Pools, or Number Pools during this process, if these are available and applicable. Follow the steps below to create a new group of operators.
Step 1: Create new group of operators
Navigate to “Settings > Operators” in the side panel menu.
At the top-right of the screen, select “+ Create new”, then click “New group operators”.
This will open the “Create new operator” management wizard.
Step 2: Group info
In the “Create operators for members of” field, select the Security or Distribution group whose members you want to add as CoreView operators. Start typing the group name to locate it in the dropdown list.
After selecting the group, you can review the list of its members.
Caution!
Adding or removing members from the group will also update the list of operators accordingly.
Step 3: Roles
Assign the appropriate roles to your operators by selecting the relevant checkboxes. Refer to the “Operator and user roles” guide for more information about available roles. These roles are assigned at the tenant level.
Role permissions
Assigning a role automatically grants the permissions associated with that role. To delegate specific tasks, assign individual permissions (see Step 4). Role assignment provides the default set of permissions for that role, but you can further customize access by adjusting individual permissions as needed.
Note: the following steps are not required when creating Tenant Admins, since they always have access to all Permission Sets, Virtual Tenants, License Pools, and Number Pools.
Step 4: Permissions (optional)
Assign any additional individual permissions to your group of operators, if available.
Step 5: Virtual Tenants (optional)
Virtual Tenant selection
Assign any desired Virtual Tenants to your group of operators, if available.
Virtual Tenant privileges
Use this section to configure privileges for each selected Virtual Tenant. To configure Virtual Tenant–specific roles and permissions, enable the “Set V-Tenant specific roles and permissions” toggle.
- Toggle OFF: the Virtual Tenant automatically uses all current tenant-level roles and permissions. Any roles and permissions added at tenant level in the future are also applied automatically.
- Toggle ON: the Virtual Tenant uses only the roles and permissions explicitly selected here (from those available at tenant level).
- To make a Virtual Tenant read-only, enable the toggle and deselect all roles and permissions.
Once you assign at least one role or permission, you must set a default Virtual Tenant. The selected Virtual Tenant will automatically be applied whenever the operator logs in. Operators can change their default Virtual Tenant at any time in “My profile”.
Step 6: License Pools (optional)
Assigned any desired License Pools to your group of operators, if available.
Please note: when a group of operators is assigned to a License Pool, it may take up to 10 minutes for the assignment to become effective
Step 7: Number Pools (optional)
Assign any desired Number Pools to your group of operators, if available.
Step 8: Review and submit
Review your configurations and click “Submit” to create the new group of operators.
Operator group membership with PIM
When a security group is registered as an operator group in CoreView, only users who are actively assigned as group members—whether directly or indirectly, and whether their assignment is permanent or temporary—will be able to log in and be recognized as operators.
If a user has an eligible assignment via Microsoft Entra Privileged Identity Management (PIM) but has not activated it, they are not considered active members and will not be granted operator access in CoreView.
Only active assignments at the time of login count for operator group membership; eligible assignments alone are not sufficient. Please note that the operator group must be properly registered in CoreView for these conditions to apply.
For official guidance, see Microsoft’s documentation on PIM for groups.