List of Workflow management actions

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.

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Please note this action is obsolete and is replaced by "manage licenses" Assign selected licenses to a user.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.

Assign manager
Specify the manager for selected users. Please note that this action can only manage cloud entities. 

Create user
Create a new user account including user properties, job information, and other details.

Edit sign-in status
Block or unblock Microsoft 365 login for the selected user account(s).

Edit user properties
Edit a user account including user properties, job information, and other details.

Flush tags
Remove ALL CoreView tags applied to selected user(s).

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.

Manage licenses
Assign or unassign licenses for selected users, with the ability to specify the CoreView license pool to be used.

Manage MFA
Enable or disable Multi-Factor Authentication for selected users.

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.

Manage service plans
Enable or disable service plans for a user with the correct SKU(s) already assigned.

Password never expires
Enable or disable the option for the user's password to never expire.

Remove all licenses
Remove all licenses from selected users.

Remove guest user
Remove selected guest users from Azure Active Directory.

Remove license
Unassign licenses for selected user(s).

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.

Remove user
Remove a user from Azure Active Directory.

Remove user from all groups
Remove cloud, synchronized, and on-prem users from all groups, including distribution, security, and M365 groups.

Remove user from recycle bin
Completely eliminate a deleted user from the Azure AD recycle bin.

Rename user
Change the user principal name for a user.

Reset MFA
Reset MFA for users, allowing those users to re-register for MFA.

Restore user
Restore a deleted user that has been saved in the Azure Active Directory recycle bin.

Revoke user sessions
Revoke the Azure AD refresh tokens for the selected users.

Set portal attribute
Add or update CoreView portal attributes and extension attributes for selected users.

Set user password policies
Specify if a strong password is required for selected users.

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.

Create distribution group
Create a distribution group or mail-enabled security group, including configuring required settings of the group.

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
Delete selected distribution groups. 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.

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 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.

Create Microsoft 365 group
Create a M365 group, including configuring required settings of the group.

Modify member of Microsoft 365 group
Manage the roles of the specified user for the specified group, including ownership and subscribing.

Remove members from Microsoft 365 group
Remove a member from a security group.

Remove Microsoft 365 group
Delete selected M365 groups.

Restore Microsoft 365 deleted groups
Restore a deleted Microsoft 365 group from “soft-delete”.

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.

Create security group 
Create a security group, including display name and description.

Remove security group 
Delete selected security group.

Remove security group members 
Delete selected users from Security Group. This action is available both for on-premises and on-cloud groups. 

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.

Convert to shared mailbox
Convert the selected user mailboxes to shared mailboxes. Can be performed in bulk for multiple mailboxes.

Copy mailbox permission
Copy access rights that other users have to the selected mailbox.

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.

Create equipment mailbox
Create an equipment mailbox including setting retention and address book policy, and booking details.

Create mailbox
Create a new mailbox including mailbox details, user information, and custom attributes. Add one or multiple email addresses for the mailbox.

Create room mailbox
Create a room mailbox including setting retention and address book policy, and booking details.

Create shared mailbox
Create a new shared mailbox including mailbox details, setting retention and address book policy, identifying delegates, and adding email addresses.

Edit mailbox
Edit on-premise mailbox properties such as contact information, email address, organization, and mailtip.

Enable mailbox audit
Enable or disable mailbox audit logging for the selected mailboxes. 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.

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.

Grant full access to manager
Grant Full Access permission to managers of the select mailboxes. Can be performed in bulk for multiple managers.

Grant send on behalf of to mailbox
Grant “Send On Behalf Of” permissions to other users for the selected mailbox.

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 CAS
Enable or disable the following services on a mailbox: ActiveSync, OWA, POP, IMAP, MAPI, EWS.

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.

Manage quota
Specify the send, send-receive and warning quote for the selected mailboxes. Can be performed in bulk for multiple mailboxes.

Regional settings
Set user regional settings by choosing a language.

Remove calendar permission
Remove calendar permission for selected mailbox(es).

Remove mailbox
Select mailboxes to be deleted. Can be performed in bulk for multiple mailboxes.

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.

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).

Schedule mailbox autoreply
Set mailbox autoreply.

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.

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.

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 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.

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.

Remove mail contact
Delete the selected mail contacts. Can be performed in bulk for multiple contacts.

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.

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.

Edit AutoPilot device group tag
Edit the Autopilot group tag for the device.

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.

Remote lock managed device
Locks the device and prevents users from accessing.

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.

Restart managed device
Restarts the device.

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.

Set CoreView device tag
Provides the ability to create a tag for a device unique to CoreView for use in creating virtual tenants by devices.

Shut down managed device
Shuts down the device.

Sync managed device
Sync devices so that they immediately receive pending actions and the latest updates.

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.

Create on-premises user
Add an on-premise user account including identifying information, job and contact information.

Create on-premises distribution group
Add a new on-premise distribution group including group scope, category, OU, and manager.

Create on-premises security group
Add a new on-premise security group including group scope, OU, and manager.

Create synchronized user
Add a synchronized user account including identifying information, job and contact information.

Edit on-premises distribution group
Edit an on-premise distribution group including group scope, category, OU, and manager.

Edit on-premises security group
Edit an on-premise security group including group scope, OU, and manager.

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.

Enable/disable account
Enable or disable on-premises user account(s).

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.

Move user to a different Organizational Unit
Move a user to a destination OU.

Remove on-premises distribution group
Remove the selected on-premise distribution groups.

Remove on-premises security group
Remove the selected on-premise security groups.

Reset sync user password
Reset the password for a synchronized user.

Unlock user
Unlock the account of the selected users.

Add OneDrive owners in bulk 
Assign additional owners to a OneDrive account.

Pre provision OneDrive sites 
Pre-provision OneDrive for a user.

Remove OneDrive owners in bulk 
Remove additional owners from a OneDrive account.

Set OneDrive quota 
Set the maximum OneDrive storage for a user.

Add SharePoint admins in bulk
Add one or more site admins for a SharePoint site.

Add SharePoint owners
Add one or more site owners for a SharePoint site.

Create SharePoint Communication site
Create a SharePoint modern site, either Teams or Communication, including site details and the site sensitivity label.

Delete SharePoint site
Remove a SharePoint site.

Manage Sharepoint External Sharing Settings
Manage how site content can be shared, depending on organization-level sharing settings. Includes who content can be shared with, how links are shared, and expiration for guest users.

Remove SharePoint admins in bulk
Remove one or more site admins for a SharePoint site.

Remove SharePoint owners
Remove one or more site owners for 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.

Set SharePoint quota
Set the storage maximum level, storage warning level, user code maximum level and user code warning level for the site.

Add holiday
Add a holiday to adjust auto attendants for correct call handling when your team is off.

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.

Assign - unassign Teams resource account
Assign or unassign a resource account and phone number to a call queue or autoattendant.

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.

Block direct routing number
Make this number unavailable until a specified future date.

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.

Create Teams resource account
Create a resource account for Auto attendant or call queue.

Delete direct routing number
Delete direct routing number.

Edit direct routing number
Edit direct routing number.

Edit holiday
Edit a holiday to ensure auto attendants accurately reflect team availability and manage calls effectively.

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.

Free phone number from Teams resource account
Unassign phone number allocated to resource account.

Manage Teams group members
Add and remove members of a Teams group and also set Teams group owners.

Manage Teams policies
Manage policies for selected Teams users. Can be performed in bulk for multiple users.

Remove Enterprise app permission
Remove any Enterprise app permission deemed risky or unnecessary.

Remove holiday
Remove a holiday to update auto attendants, avoiding misrouted calls when your team is available.

Remove Teams auto attendant
Delete the selected Teams auto attendants. Can be performed in bulk for multiple auto attendants.

Remove Teams call queue
Delete the selected Teams call queues. Can be performed in bulk for multiple call queues.

Remove Teams group
Delete Teams group.

Remove Teams group channel
Delete Teams group channel.

Remove Teams group member
Remove one or multiple members from the selected Teams group.

Unassign holiday
Unassign a holiday from any auto attendant to ensure it can be removed.

Unassign phone number
Unassign phone numbers from users. Can be performed in bulk for multiple users.

Add service principal owner
Add a service principal owner to keep up with security and compliance standards.

Delete app registration
Soft delete one or more app registrations from your CoreView instance.

Disable service principal
Disable any service principals that may have incorrect permissions or pose potential risks.

Remove app secret
Delete outdated or unnecessary application secrets, enhancing your security posture.

Remove service principal owner
Delete service principal owners (users only) to keep app ownership up-to-date.

Restore service principal
Reinstate access and functionality for previously deleted service principals, ensuring uninterrupted operations.

Update service principal delegated permissions
Customize permissions according to your security requirements.