The Professional package equips you with various tools designed to facilitate the management of your tenant. This article aims to guide you in identifying the features available to you and their locations within the CoreView app.
Interface and navigation
The side panel menu grants you access to the following items:
- Governance Center
- Favorite reports (if available)
- Reports
- Actions
- Settings
Governance Center
The Governance Center is a set of widget-based dashboards that offer a comprehensive snapshot of the health and safety of your Microsoft 365 environment. Serving as a single pane of glass, it provides a consolidated view across all Playbooks and policies. For further details, please refer to the “Governance Center: interface and navigation” article.
Favorite reports
This section displays all reports you've starred for easy access. It becomes visible in the menu once you mark at least one report as a favorite.
Reports
Here, you'll find pre-built reports, which span a variety of topics and promote efficient organization. Each report includes a suite of standard features, allowing you to duplicate, save, or add it to your favorites.
For more information, please visit the “Reports” section.
Actions
In this section, you'll find three distinct types of actions that can be executed within the CoreView application:
- Management actions: these are CoreView's predefined actions that enable you to manage objects (like users, groups, devices) in various ways (such as create, edit, delete).
- Custom actions: these allow you to execute and delegate your PowerShell scripts within CoreView.
- Workflows: a Workflow is a sequence of actions configured to perform tasks. These can include both management and custom actions.
To complete the list, “Task progress” is the section where you can monitor the execution of all actions above.
Settings
This section contains the following sub-items:
- Organization settings
- Playbooks
- Operators
- Permissions
- Secret values
- Audit log
Organization settings
In this section, you can manage or view details about your organization. For more information about the different tabs available in this section, please follow the links below:
- Organization info
- Settings
- Portal information
- Admin read only
- Consent management
- Graph management
- Support access
Playbooks
This section is accessible only to Tenant Admins and Playbook Admins who have the necessary permissions. For more information, please refer to the “Playbook roles” article.
This section takes you to your “Playbook Policy Library”. On the left side, you can select the policies you wish to view. Each policy is displayed within a “Policy Box”.
Within this box, depending on your role and permissions you can perform actions such as accessing full reports, enabling policies and remediations, setting policies as public, or editing policies.
Operators
This section allows you to create, delete, and manage your operators. For more details, please visit the “Organize and manage operators” section.
Permissions
Here, you can define the actions an operator can perform within CoreView. Creating permissions is essential to ensure that every operator has the appropriate access to perform their activities.
For more information on how to create permissions and assign them to operators, please visit the “Permissions” section.
Secret values
In this section, you can securely store any secret values and utilize them within Workflows. For more information, please refer to the “Secret values: overview” article.
Audit log
Here, you'll find a list of all activities performed in CoreView. This enables you to track and monitor actions performed by every operator. For additional information, please refer to the “CoreView audit log” article.
Connectors
The add-ons listed below can be purchased separately and added to your Professional plan:
- Delegated Administration
- Virtual Tenants
- License Pools
- License Templates
- Audit Connector
- Data Connector
- Hybrid Connector
Delegated Administration
- Virtual Tenants allow you to create specific boundaries that reflect the organizational structure. This way, you can determine the range of objects—such as users, groups, resources, and settings—that an operator can see and manage.
- License Pools allow you to distribute licenses to segments of your business, such as departments or countries, and to delegate responsibility for managing those licenses to local administrators.
- License Templates are pre-configured collections of licenses and service plans that you can delegate to operators for assignment, eliminating the need to select licenses and service plans individually.
Audit Connector
- Provides the ability to import the Microsoft Unified Audit log into CoreView.
- Offers dedicated reports of security activity (risky users, impossible travel, etc.)
- Allows you to trigger alerts based on log events with the ability to trigger Playbooks/Workflows.
Data Connector
- Creates a connection between a customer's CoreView tenant and a cloud-based repository, specifically an Azure SQL database.
- Allows you to extract and store data from CoreView in a format that enables more flexible use and integration with other systems or analytical tools such as PowerBI.
Hybrid Connector
- Hybrid Agent with multi-forest capabilities.
- Provides additional 15 management actions to maintain on-premises users, groups, and mailboxes.