Workflows are not available in the Essentials solution.
Depending on your package and/or the add-ons you have purchased, some Workflow management actions might or might not be available to you.
The management actions available are related to the following categories:
Users
-
Manage password
Change user passwords with option to force users to change password upon login, generate and email temporary passwords, and set to never expire. -
Password never expires
Enable or disable the option for the user's password to never expire. -
Manage licenses
Assign or unassign licenses for selected users, with the ability to specify the CoreView license pool to be used. -
Edit user properties
Edit a user account including user properties, job information, and other details. -
Create user
Create a new user account including user properties, job information, and other details. -
Remove user
Remove a user from Azure Active Directory. -
Rename user
Change the user principal name for a user. -
Revoke user sessions
Revoke the Azure AD refresh tokens for the selected users. -
Restore user
Restore a deleted user that has been saved in the Azure Active Directory recycle bin. -
Remove user from recycle bin
Completely eliminate a deleted user from the Azure AD recycle bin. -
Remove user from all groups
Remove cloud, synchronized, and on-prem users from all groups, including distribution, security, and M365 groups. -
Manage MFA
Enable or disable Multi-Factor Authentication for selected users. -
Reset MFA
Reset MFA for users, allowing those users to re-register for MFA. -
Edit sign-in status
Block or unblock Microsoft 365 login for the selected user account(s). -
Remove guest user
Remove selected guest users from Azure Active Directory. -
Remove all licenses
Remove all licenses from selected users. -
Invite guest user
Invite a new external user to your AzureAD directory. After you send the invitation, the user account is automatically added to the directory as a guest. -
Set portal attribute
Add or update CoreView portal attributes and extension attributes for selected users. -
Add tags
Add tags to categorize users within CoreView, i.e. to identify users who are participating in a pilot program. Tags are unique to CoreView and will not be written back to Azure Active Directory. -
Remove tags
Remove the specified CoreView tags associated with selected users. Tags are unique to CoreView and will not be written back to Azure Active Directory. Can be performed in bulk to multiple users. -
Flush tags
Remove ALL CoreView tags applied to selected user(s). -
Manage service plans
Enable or disable service plans for a user with the correct SKU(s) already assigned. -
Assign manager
Specify the manager for selected users. -
Assign license
Please note this action is obsolete and is replaced by "manage licenses" Assign selected licenses to a user. Can be used in compliance with License pools rules or not. -
Set user password policies
Specify if a strong password is required for selected users. -
Remove license
Unassign licenses for selected user(s).
Distribution groups
-
Create distribution group
Create a distribution group or mail-enabled security group, including configuring required settings of the group. -
Remove distribution group
Delete selected distribution groups. Can be performed in bulk on multiple distribution groups. -
Remove distribution group members
Delete one or multiple users from the selected distribution group. This action is available both for on-premises and on-cloud groups. -
Add distribution group members
Add users to one or multiple distribution groups. Can be performed in bulk to multiple users. This action is available both for on-premises and on-cloud groups. -
Grant send permissions to a distribution group
Grant Send As or Send on Behalf of permissions to a distribution group. Can be performed in bulk on multiple distribution groups. -
Remove distribution group delegation
Delete selected distribution groups. Can be performed in bulk on multiple distribution groups.
Microsoft 365 groups
-
Create Microsoft 365 group
Create a M365 group, including configuring required settings of the group. -
Remove Microsoft 365 group
Delete selected M365 groups. -
Modify member of Office 365 group
Manage the roles of the specified user for the specified group, including ownership and subscribing. -
Add members to Microsoft 365 groups
Add users to one or multiple M365 groups, lets you specify if the user is to be an owner or a subscriber. -
Remove members from Microsoft 365 group
Remove a member from a security group. -
Restore Microsoft 365 deleted groups
Restore a deleted Microsoft 365 group from “soft-delete”.
Security groups
-
Create security group
Create a security group, including display name and description. -
Remove security group
Delete selected security group. -
Add security group members
Add the selected user(s) to a Security Group. This action is available both for on-premises and on-cloud groups. -
Remove security group members
Delete selected users from Security Group. This action is available both for on-premises and on-cloud groups.
Mailboxes
-
Forward SMTP address
Enter an email address to receive forwarded email. Check “Save local copy” to retain messages in the original mailbox. Can be performed in bulk for multiple mailboxes. -
Forward address
Select the recipient to receive forwarded email. Check “Save local copy” to retain messages in the original mailbox. Can be performed in bulk for multiple mailboxes. -
Add calendar permission
Add calendar permission for selected mailbox(es). -
Add calendar permission role
Add calendar permission role for selected mailbox(es) with defined access rights. -
Add mailbox permission
Add access rights that other users have to the selected mailbox -
Check if mailbox exists
Validate if mailbox already exists. -
Copy mailbox permission
Copy access rights that other users have to the selected mailbox. -
Create equipment mailbox
Create an equipment mailbox including setting retention and address book policy, and booking details. -
Create room mailbox
Create a room mailbox including setting retention and address book policy, and booking details. -
Remove calendar permission
Remove calendar permission for selected mailbox(es). -
Grant full access to manager
Grant Full Access permission to managers of the select mailboxes. Can be performed in bulk for multiple managers. -
Manage CAS
Enable or disable the following services on a mailbox: ActiveSync, OWA, POP, IMAP, MAPI, EWS. -
Copy permissions to
For the selected user, copy the mailbox permissions to other user(s) and choose to replace the target users permissions or add the additional permissions. In the first step select the source and in the second step select the target. -
Copy permissions to
For the selected user, copy the mailbox permissions to other user(s) and choose to replace the target users permissions or add the additional permissions. In the first step select the source and in the second step select the target. -
Remove mailbox full access permission
Remove the full access permission level for the selected mailbox(es). -
Remove mailbox send as permission
Remove the send as permission level for the selected mailbox(es). -
Regional settings
Set user regional settings by choosing a language. -
Manage quota
Specify the send, send-receive and warning quote for the selected mailboxes. Can be performed in bulk for multiple mailboxes. -
Create mailbox
Create a new mailbox including mailbox details, user information, and custom attributes. Add one or multiple email addresses for the mailbox. -
Edit mailbox
Edit on-premise mailbox properties such as contact information, email address, organization, and mailtip. -
Create shared mailbox
Create a new shared mailbox including mailbox details, setting retention and address book policy, identifying delegates, and adding email addresses. -
Convert to shared mailbox
Convert the selected user mailboxes to shared mailboxes. Can be performed in bulk for multiple mailboxes. -
Remove mailbox
Select mailboxes to be deleted. Can be performed in bulk for multiple mailboxes. -
Grant send on behalf of to mailbox
Grant “Send On Behalf Of” permissions to other users for the selected mailbox. - Schedule mailbox autoreply
- Set mailbox autoreply
-
Remove mailbox autoreply
Enable, disable or schedule both an internal and external auto-reply message for the selected users. Can be performed in bulk for multiple mailboxes. -
Manage archive
Create or remove archive mailboxes to store additional messaging data for the selected mailboxes. Can be performed in bulk for multiple mailboxes. -
Manage litigation hold
Enable or disable litigation hold for the selected mailbox to preserve all mailbox content, including deleted items and original versions of modified items. Includes setting the litigation hold duration. -
Enable mailbox audit
Enable or disable mailbox audit logging for the selected mailboxes. Can be performed in bulk for multiple mailboxes. -
Set custom attribute
Configure up to 15 custom attributes to add more information about a recipient. This could be an employee ID, Organizational Unit (OU), or any other values that don't have an existing attribute. You can do this for both on-premises and cloud-based items.
Mail contacts
-
Create mail contact
Create a new mail contact including contact details and the contact's external email address. Add one or multiple email addresses for the contact. -
Edit mail contact
Edit a mail contact including contact details and the contact's external email address. Add or remove one or multiple email addresses for the contact. -
Remove mail contact
Delete the selected mail contacts. Can be performed in bulk for multiple contacts. -
Create mail user
Create a new mail user (mail-enabled user account) including user details, the AD login information, and the user's external email address. Add one or multiple email addresses for the user. -
Edit mail user
Edit a mail user (mail-enabled user account) including user details, the AD login information, and the user's external email address. Add or remove one or multiple email addresses for the user.
Devices
-
Delete managed device
Delete the managed device from Intune. This also retires the device, removing any company data. Can be performed in bulk for multiple devices. -
Retire managed device
Removes managed app data (where applicable), settings, and email profiles that were assigned by using Intune from a device. The device is removed from Intune management on next check in. -
Sync managed device
Sync devices so that they immediately receive pending actions and the latest updates. -
Full scan
Performs a full antivirus scan on the device. In most cases, a quick scan is sufficient and is recommended instead. -
Quick scan
Performs a quick antivirus scan on the device. In most cases, a quick scan is sufficient and is recommended. -
Restart managed device
Restarts the device. -
Remote lock managed device
Locks the device and prevents users from accessing. -
Wipe managed device
Restores the selected devices to their factory default settings. The user data is kept if you choose the Retain enrollment state and user account checkbox. Otherwise, all data, apps, and settings will be removed. -
Reset managed device passcode
Resets the passcode on the device. For iOS and iPadOS devices, this removes the passcode. For Android this removes the passcode and resets with a temporary passcode that is accessible from the Intune portal. -
Disable lost mode
Disables lost mode for the device which allows the user to access the device again. The user will be informed about the fact that the administrator retrieved the location of the device. -
Shut down managed device
Shuts down the device. -
EditAutoPilotDeviceGroupTag
Edit the Autopilot group tag for the device. -
SetCvDeviceTag
Provides the ability to create a tag for a device unique to CoreView for use in creating virtual tenants by devices.
On-premises
-
Create synchronized user
Add a synchronized user account including identifying information, job and contact information. -
Create On-Premises user
Add an on-premise user account including identifying information, job and contact information. -
Edit user properties
Edit an on-premises user account including identifying information, job and contact information. -
Enable remote mailbox
Create a mailbox in Exchange online for an existing user in the on-premise Active Directory. -
Reset sync user password
Reset the password for a synchronized user. -
Unlock user
Unlock the account of the selected users. -
Create On-premises distribution group
Add a new on-premise distribution group including group scope, category, OU, and manager. -
Enable/disable account
Enable or disable on-premises user account(s). -
Move user to a different Organizational Unit
Move a user to a destination OU. -
Edit On-premises distribution group
Edit an on-premise distribution group including group scope, category, OU, and manager. -
Remove On-premises distribution group
Remove the selected on-premise distribution groups. -
Create On-premises security group
Add a new on-premise security group including group scope, OU, and manager. -
Manage password
Change on-premises user passwords with option to force users to change password upon login, generate temporary passwords, and set to never expire. -
Edit On-premises security group
Edit an on-premise security group including group scope, OU, and manager. -
Remove On-premises security group
Remove the selected on-premise security groups.
OneDrive
-
Add OneDrive owners in bulk
Assign additional owners to a OneDrive account. -
Remove OneDrive owners in bulk
Remove additional owners from a OneDrive account. -
Pre provision OneDrive sites
Pre-provision OneDrive for a user. -
Set OneDrive quota
Set the maximum OneDrive storage for a user.
SharePoint
-
Add SharePoint owners
Add one or more site owners for a SharePoint site. -
Remove SharePoint owners
Remove one or more site owners for a SharePoint site. -
Set SharePoint quota
Set the storage maximum level, storage warning level, user code maximum level and user code warning level for the site. -
Create SharePoint Communication site/Create SharePoint Communication site
Create a SharePoint modern site, either Teams or Communicaton, including site details and the site sensitivity label. -
Delete SharePoint site
Remove a SharePoint site. -
Remove site from recycle bin
Remove the selected SharePoint sites from the recycle bin, permanently deleting the sites. -
Restore site from recycle bin
Restore the SharePoint site from the recycle bin, back to production. -
Manage Sharepoint External Sharing Settings
Manage how site content can be shared, depeding on organization-level sharing settings. Includes who content can be shared with, how links are shared, and expiration for guest users. -
Remove SharePoint admins in bulk
Remove one or more site admins for a SharePoint site. -
Add SharePoint admins in bulk
Add one or more site admins for a SharePoint site.
Teams
-
Create Teams group
Create a new Teams group, setting the owner and whether the group is private or public. -
Create Teams group channel
Create a Teams channel, setting the channel as standard or private. -
Remove Teams Group
Delete Teams group -
Remove Teams group channel
Delete Teams group channel. -
Manage Teams group members
Add and remove members of a Teams group and also set Teams group owners. -
Add members to Teams groups
Add members to a Teams group. -
Archive Teams group
Freeze all Team group activity. Team owners will still be able to add or remove members, update roles, and unarchive at any time. -
Manage Teams policies
Manage policies for selected Teams users. Can be performed in bulk for multiple users. -
Create Teams resource account
Create a resource account for Auto attendant or call queue. -
Edit Teams resource account
Edit the display name of the selected resource account, and select whether it is an AutoAttendant or Call Queue. Note, it is not possible to change type if the resource account is currently associated with another voice app -
Assign - unassign Teams resource account
Assign or unassign a resource account and phone number to a call queue or autoattendant -
Free phone number from Teams resource account
Unassign phone number allocated to resource account. -
Remove Teams call queue
Delete the selected Teams call queues. Can be performed in bulk for multiple call queues. -
Remove Teams auto attendant
Delete the selected Teams auto attendants. Can be performed in bulk for multiple auto attendants. -
Remove Teams group member
Remove one or multiple members from the selected Teams group. -
Block direct routing number
Make this number unavailable until a specified future date. -
Edit direct routing number
Edit direct routing number. -
Delete direct routing number
Delete direct routing number. -
Assign phone number
Assign a phone number to a user for either a Teams Calling, Direct Routing or Operator Connect plan. Can assign a random number from available numbers and also assign location. -
Unassign phone number
Unassign phone numbers from users. Can be performed in bulk for multiple users. -
Add holiday
Add a holiday to adjust auto attendants for correct call handling when your team is off. -
Edit holiday
Edit a holiday to ensure auto attendants accurately reflect team availability and manage calls effectively. -
Remove holiday
Remove a holiday to update auto attendants, avoiding misrouted calls when your team is available. -
Unassign holiday
Unassign a holiday from any auto attendant to ensure it can be removed.
Applications
-
Delete app registration
Soft delete one or more app registrations from your CoreView instance. -
Remove app secret
Delete outdated or unnecessary application secrets, enhancing your security posture. -
Disable service principal
Disable any service principals that may have incorrect permissions or pose potential risks. -
Restore service principal
Reinstate access and functionality for previously deleted service principals, ensuring uninterrupted operations. -
Remove service principal owner
Delete service principal owners (users only) to keep app ownership up-to-date. -
Add service principal owner
Add a service principal owner to keep up with security and compliance standards. -
Update service principal delegated permissions
Customize permissions according to your security requirements.