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. You can also set one Virtual Tenant as the default, which means it will be automatically applied each time the operators log in. Operators can always change their default Virtual Tenant in My profile.
Virtual Tenant privileges
Set up roles and permissions the operator will retain within the Virtual Tenant.
- Roles: select the desired roles from those assigned to the user at tenant-level.
- Permissions: select the Permission Set(s) from those assigned to the user at tenant-level.
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.
