Interface and navigation

  • Last update on February 8th, 2024

The CoreView user interface (UI) is divided into several key areas, identified below, and will adapt to the device you have accessed CoreView.  

To ensure consistency with Microsoft 365, CoreView follows Microsoft's UI standard known as “Fabric”. The UI adapts to different devices (laptops, tablets, smartphones) without losing functionality.

These screens may vary based on your permissions and access. 

 

Start page

When you log into CoreView, you will be presented with the start page's landing page. For more information on which start page you will see based on your settings, role, and permission, please refer to the New CoreView homepage article.

Tenant Admins have the ability to select an entirely different Start Page for an Operator based on the Permissions assigned to that Operator.  

 

Search bar

Search is the most common way people use to navigate the application and search results not only return users and groups but also return screens and management actions. Search is also personalized displaying both recent search as well as commonly used search terms.  

The unified navigation panel pulls together navigation in a single location with the ability to drill up and down through the navigation hierarchy. From here you can access Reports, Management Actions, and the Resource Center.

Top right panel

Here you can view the CoreView Tenant name, Management Session, Task notifications, Global Filter, and “My profile” menus.

Tenants

If you have multiple Tenants, click the Tenant name to switch between tenants.

 
 

Management Session

In order for the Tenant Admin and Operators to perform management actions, they must be enabled in the Management Session tab.

 
 

Tasks

Under the Tasks tab, you can view any tasks that have been performed by any operator within the CoreView environment. 

 
 

Filters

The Filters allow you to set a temporary filter that will be applied to all reports and Dashboards at once. This is particularly useful if an operator/admin wants to track an issue or adoption for a specific area of their tenant.

 
 

My profile

The Profile drop-down tab has numerous options depending on your permissions and access. Here you can find your profile information.

 
 

Quick actions

Quick access to the most used actions.