List of workflow management actions

  • Last update on June 7th, 2024

Please note that, depending on your package and/or the add-ons you have purchased, some management actions might or might not be available to you.

 

The management actions available are related to the following categories:

User

  • 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 group

  • 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. 
 
 

M365 group

  • 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 group

  • 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. 
 
 

Mailbox

  • 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 contact

  • 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.
  • Wipe mobile device 
    Perform a full wipe on mobile devices, resetting to factory settings.
  • 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.
  • Remore SharePoint admins in bulk 
    Add one or more site admins for a SharePoint site.
  • Add SharePoint admins in bulk 
    Remove 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.