Categories

This article will cover how to create tenant administrators in CoreView. 

 

Tenant Administrator Role Overview 

CoreView Tenant Administrator, or TenantAdmin, is analogous to someone who has the Global Admin role in Office 365. Commonly accepted security practices typically call for an organization to limit the number of individuals who have broad administrative permissions. 


The first step in creating a TenantAdmin role is creating the Operator. If this is the first time you are creating Operator accounts after initial enrollment, you must log in to CoreView using the same credentials used for enrollment. This is simply because no other Operator accounts exist yet. Once you have created the proper TenantAdmin accounts, you can remove the original enrollment account, if needed, and log in with your normal account. For this Knowledge Resource, we will assume that the individual performing this action has successfully logged into CoreView. 


Overview of Operator Roles 

When you create a new Operator account in CoreView, you'll be presented with a set of Roles that you can assign to the Operator.  These Roles apply to any Operator and are relevant based on the business activities planned for that user.  A brief definition for each role is provided below.    

 

 

Please note that when you grant someone TenantAdmin rights, they will also have rights to the remaining Roles, below.  

  • TenantAdmin – This role is designed for individuals who will administer your CoreView tenant.  Operators in this Role can manage groups, permissions, license pools, and other Operators.  They have access to manage global tenant settings. Moreover, they can see all the License Pools available and all the tenant data. It is impossible to limit the data view or management actions executed by a TenantAdmin. Only TenantAdmin can approve, reject or delete an approval of workflow. 
     

  • Management – Operators who should perform management action should be granted this role to see the 'Manage' tab and have access to Management wizard under this tab and perform the management actions from the reports and User Card. Moreover, this role allows to:  

  • View workflow or workflow template 

  • Execute, retry and stop a workflow 

  • View workflow notification settings 

  • Schedule a workflow 

  • Delete workflow schedule 

 

  • Global Stats – This role allows the operator to view aggregation reports and data used in reports that cannot be filtered. 
     

  • Global License – The operators with this role can manage all the license pools and view all license pool reports. 
     

  • Audit - the operators with this role can see the audit reports (Audit activities, Message Trace) and manage alerts in the portal. 
     

  • CoreLearningAdmin - This role allows the operator to see the CoreLearning module on the CoreView portal. 
     

  • SupportChat - This role allows operators to contact the CoreView support team through the chat. 
     

  • Workflow Editor- this role allows an operator to:  

  • View workflow or template 
  • Create and edit a workflow or template 
  • Delete a workflow or template 
  • Duplicate a workflow 
  • Export a workflow 
  • Activate and deactivate a workflow 
  • View, create, and edit notification settings 
  • Delete schedule 

 

  • Workflow Publisher - this role allows an operator to:  

  • View workflow or template 
  • Delete workflow or template 
  • Activate and deactivate a workflow 
  • Publish a workflow 
  • View, create and edit notification settings 
  • Delete schedule 
     

  • Invoice - This Role is only relevant if you belong to a Partner organization, and it will give operator access to see the customers enrolled and invite new customers to register.  

 

Creating Operators 

To create a new Operator account in CoreView, you need to navigate to the Settings Menu and select Manage Operators. 

 

 

The landing page will be a list of all current Operators.  You can click on an Operator's name to view their Operator Profile, and you can quickly see what Roles have been assigned, and when they last logged into CoreView.  

 

 

 

Creating a TenantAdmin Account 

To create a TenantAdmin Operator account or any Operator account, follow these steps: 

  • Click on the settings menu on the right-hand side of the screen 
  • Select the Manage Operators 
  • Then, click on + Add New Operator (found above the table on the right side) 
  • You should then be presented with a fill-in-the-blank Operator Profile, as depicted below.  

Note: When supplying the User Principal Name, CoreView will search and retrieve the names of any users in your tenant that match what you have typed. 

 

 

 

 

The other tabs you see supply a deeper level of control over what an Operator can do; we'll save that for later.  Repeat this step for as many TenantAdmins as you need to create. 

Note: Deselecting the checkbox next to “Use organization account” will allow you to create TenantAdmin Operator accounts or Operator accounts without any integration with your Azure Active Directory tenant. Those accounts will exist directly (and only) on the CoreView side.