Actions

  • Last update on September 15th, 2023

How do I add an alias to a mailbox?

You can add an alias email address to a mailbox by using the “Edit Mailbox“ action and navigating to the “Email Addresses“ tab.

 
 

What role is required to create custom action?

To create a custom action the Tenant Admin role is required. Please see more information on how to create a custom action in our product manual.

 
 

I can't change the license pool for a user using the Manage License action.

If you are unable to change the license pool for a user using the "Manage License" action, it may be because the dropdown menu only allows operators with TenantAdmin or GlobalLicense roles to assign licenses from a different license pool. To change the license pool value for a user, you need to change the value of the discriminator associated with the user's license pool. For example, if the license pool is configured by city, you will need to change the city value associated with the user to change the license pool.

If you are a normal operator, the dropdown list will only contain the license pool you have been assigned to manage. If a user belongs to a different license pool, you cannot change the value of the dropdown menu to allocate a license from a different pool because you do not have the necessary permissions to do so.

 
 

How can I create a Teams Group?

From the left menu, select “Actions“ > “Management actions“.

  • You can the filters to find your action or use the search box. 
  • Select “Create Teams Group“, fill the required information and proceed with the action.
 
 

Can I delete a published custom action?

The custom action can be deleted when the state is either “Draft“ or “Submitted“. However, once the custom action has been reviewed, it cannot be deleted. The submitted custom actions can be disabled and will no longer be visible.

 
 

When configuring the auto-reply, I am unable to see the message that I have configured. 

We do not display the message that has been configured. However, we do display whether it is enabled, disabled, or scheduled. Additionally, the message can be overwritten by adding a new one.

 
 

What are the correct format for fields available in the “Add Permission“ action in the workflow? What is the correct format for the fields available in the “Add Permission” action in the workflow?

Correct format are shown below:

  • automapping: True or False
  • accessRight: FullAccess, SendAs, or other specific access right (string value)
  • grantSendOnBehalfTo: True or False
  • sendAs: True or False
 
 

Is it possible to add multiple users to a distribution list without having to add each user individually?

Yes, it is possible to leverage the “Load from CSV” option to add multiple users at once.

 
 

I am getting the error “Sorry, you can not manage at the same time users from different license pool“, what can I do?

This issue can have two different causes:

  1. The first (and most common) cause is delegation. Operators may encounter an error when attempting to manage licenses because they are not entitled to manage the license pool that the user belongs to.
  2. The second reason for this error to occur is when operators try to manage licenses for multiple users belonging to different license pools

For more details on this issue, please refer to this article: Not able to manage licenses error

 
 

I created a custom action and it has been approved. Why can't I see it in the Actions or in the workflow?

Custom actions must be published to be visible in the Actions and workflows. After a custom action has been approved, it's not automatically published. You need to manually publish it for it to be visible in the Actions and workflows.

To publish a custom action, follow these steps:

  • Go to the Custom Actions page.
  • Find the custom action you want to publish.
  • Click on the “…“ button next to the custom action and select “Publish“.
  • After publishing the custom action, you should be able to see it in the Actions and workflows.
 
 

How can I modify the usage location of users using the Manage License feature?

You can modify the usage location of users without assigning a license by using the Manage License feature in CoreView. This action can also be performed in bulk, which can save time when updating multiple users.

To modify the usage location for a user or group of users, follow these steps:

  • Go to the “Actions” > “Manage License“
  • Select the user or group of users you want to modify
  • Select the “Usage Location“ from the dropdown menu
  • Click on “Assign location unconditionally“
  • Click “Next“ and complete the action.
 
 

How can I create a mail enabled Security Group?

To create mail enabled security group you can use the action “Create Distribution Group“ and check the option “Mail Enabled Security Group“.

 
 

Upon enabling the auto-reply feature via the “Configure auto reply” action, there's no option available to set an end date. Although the end date is preset in the task execution notification, the auto-reply function remains enabled even beyond the end date indicated in this notification.

This behavior is expected. The cmdlet/API call that is invoked when Out of Office (OOO) is enabled returns this result (i.e. it is not “scheduled” with an end date). The value is reset daily.

 
 

What is the difference between the admin management actions “Manage Service Plans” and “Manage Licenses”?

The “Manage Service Plans” action enables or disables service plans, either individually or all those associated with a SKU, while the “Manage Licenses” action allows for assigning or unassigning licenses to selected users, specifying the CoreView license pool to be used. 

Therefore, the main difference is that the “Manage Service Plans” action allows you to manage individual service plans within a license for multiple users. For instance, if you need to activate Teams for all users, regardless of the assigned SKU, you can use the “Manage Service Plans” action to enable Teams for those users who have Teams included in any of their assigned licenses. 

If Teams isn't included in their licenses, no changes will be made. On the other hand, “Manage Licenses” will always assign a license to enable Teams for the target users.