User role
This basic role gets automatically assigned whenever a user is created with no specific role.
Users will only be able to access reports and the “Save”, “Export”, “Schedule”, and “Save to favorites” features within reports.
Operators role
The first layer of access control within CoreView is operator roles. This determines what an operator can and cannot do or view within the platform.
In the Essentials solution, all operators have a Tenant Admin role.
Operators with a Tenant Admin role can freely give and remove lower roles assigned to them.
It is recommended that your organization limit the number of operators with the Tenant Admin role.
Tenant Admin
This role is designed for individuals who will administrate your CoreView tenant.
- It is analogous to the Global Admin role in MS365.
- They have unrestricted access to CoreView.
- They have access to all the CoreView settings.
- Operators in this role can manage everything: groups, permissions, license pools, and other operators.
- They can create custom actions, manage operators, v-tenants and permissions.
- They are able to see all reports, all workflows, and all Playbook policies.
- They have access to all global tenant settings, license pools available, and all the tenant data.
Please note that Tenant admins need a Management role to view all management actions.
Management
This role allows an operator to:
- View and perform management actions.
- Run management actions through reports, the wizard, and the User Card.
- Have access to view and run workflows.
Global Stats
This role allows an operator to:
- Access and view aggregated reports, regardless of the V-Tenant filter.
- See data used in reports that cannot be filtered.
Global License
This role allows an operator to:
- Manage all license pools.
- Assign licenses, even if they are outside of their assigned license pool.
- Have access and view all license pool reports.
Audit
This role allows an operator to:
- Access and view audit reports, such as audit activities and message trace.
- Manage alerts in the portal.
Support chat role
This role allows an operator to:
- Access the support chat.
- Interact with CoreView's support team.
Workflow editor
This role allows an operator to:
- View, create, edit, and delete a workflow or template.
- Duplicate, export, activate and deactivate workflows.
- View, create, and edit notification settings.
- Delete schedule.
Workflow publisher
This role allows an operator to:
- View and delete workflows and templates
- Activate, deactivate, and publish workflows
- View, create, and edit notification settings
- Delete schedule
CoreVoice
This role grants the user to be able to submit, vote on and review enhancement requests to CoreView.