List of management actions

Add tag(s) for categorization selected user(s)
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. Can be performed in bulk to multiple users.

Clone user
Add a new user account by copying the settings of the selected user, including user properties, license assignment and other details.

Create user
Create a new user account including user properties, job information, licenses assignment and other details. Includes the option to send the user a temporary password.

Edit sign-in status (Block or unblock)
Block or unblock Microsoft 365 login for the selected user account(s). Can be performed in bulk to multiple users.

Edit user properties
Edit properties for the selected user.

Edit users properties in bulk
Modify account information for multiple user accounts including job and contact information as well as custom attributes.

Flush tags
Remove ALL CoreView tags applied to selected user(s). Can be performed in bulk to multiple users.

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, and specify the CoreView license pool to be used. Can be performed in bulk to multiple users.

Manage MFA
Enable or disable Multi-Factor Authentication and selected authentication methods for selected users. Can be performed in bulk to multiple 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. Can be performed in bulk to multiple users.

Manage service plans
Enable or disable service plans, either individually or all those associated to a SKU. Can be performed in bulk for multiple users.

Manage tags
Add or remove one or more 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.

Password never expires
Enable or disable the option for the user's password to never expire. Can be performed in bulk to multiple users.

Remove all licenses
Remove all licenses from selected users. Can be performed in bulk to multiple users.

Remove guest user
Remove selected guest users from Azure Active Directory. Can be performed in bulk to multiple users.

Remove tags
Remove one or more 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. Can be performed in bulk to multiple users.

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. Can be performed in bulk to multiple users.

Rename user
Change the user principal name, first, last and display name for a user.

Reset MFA
Reset MFA for users, allowing those users to re-register for MFA. Can be performed in bulk to multiple users.

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. Can be performed in bulk to multiple users.

Set portal attribute
Add, update or remove CoreView portal attributes and extension attributes for selected user(s). Can be performed in bulk to multiple users.

Add members to distribution groups
Add selected user(s) to a distribution group or a mail-enabled security group. 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.

Edit distribution group
Edit 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
Remove Send As or Send on Behalf of permissions for any users assigned those permissions for a distribution group.

Remove members from distribution group
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. Can be performed in bulk to multiple users.

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

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

Manage Microsoft 365 group members
Add users to a Microsoft 365 group as well as managing owners and subscribers to the group.

Remove members from Microsoft 365 group
Delete one or multiple users from the selected M365 group.

Remove Microsoft 365 group
Delete selected M365 groups. Can be performed in bulk on multiple groups.

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

Add members to security groups
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.

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

Remove members from security group
Delete one or multiple users from the selected security group. This action is available both for on-premises and on-cloud groups. Please note that this action can exclusively be performed on user entities.

Remove security group
Delete selected security groups. Can be performed in bulk on multiple security groups.

Add delegates to mailboxes
Select one or more mailboxes and assign selected delegates to them, setting the appropriate type of access: Full access, External account, Delete item, Read permissions, Change permissions, Change owner, Send as, and Grant send on behalf to. Also provide possibility to configure automapping. Can be performed in bulk for multiple mailboxes.

Add users as delegates
Select one or more users and grant them appropriate access to selected mailboxes, setting the appropriate type of access: Full access, External account, Delete item, Read permissions, Change permissions, Change owner, Send as, and Grant send on behalf to. Also provide possibility to configure automapping. Can be performed in bulk for multiple mailboxes.

Assign contacts folder delegate
For the selected mailboxes, delegate access to their Contacts folder to a specified user. Can be performed in bulk for multiple mailboxes.

Configure auto reply
Enable, disable or schedule both an internal and external auto-reply message for the selected users. Can be performed in bulk for multiple mailboxes.

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

Copy permissions from
For the selected users, copy the mailbox permissions from another user or users and choose to replace the users' existing permissions or add the additional permissions. In the first step select the target, and in the second step select the source. Can be performed in bulk for multiple mailboxes.

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

Create resource mailbox
Create a resource mailbox (equipment or room mailbox) including custom attributes, 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 equipment mailbox
Edit an equipment mailbox including setting retention and address book policy, and booking details.

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

Edit mailbox type
Change a user mailbox to a shared mailbox, equipment mailbox or room mailbox.

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

Edit shared mailbox
Edit a new shared mailbox including mailbox details, setting retention and address book policy, adding or removing delegates, and adding or removing email addresses.

Enable mailbox audit
Enable or disable mailbox audit logging for the selected mailboxes. Can be performed in bulk for multiple mailboxes.

Forward email (Address book)
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 email (SMTP address)
Enter an email address to receive a forwarded email. Check “Save local copy” to retain messages in the original mailbox. Can be performed in bulk for multiple mailboxes.

For more information about the differences between the two management actions, please refer to this article. 

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

Grant “Send on behalf” permission
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 “Send as” permissions
Add or remove 'send as' permissions for a specific mailbox.

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

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

Remove delegates from mailbox
Remove access rights that other users have to the selected mailbox.

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

Remove user access to mailboxes
Remove mailbox permission rights (including send as permissions) that the selected user has on other mailboxes.

Set archive name
Set the archive name for the selected user mailbox.

Set regional settings
Manage user regional settings by choosing a language.

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.

Remove mail user
Delete the selected mail user (mail-enabled user account). Can be performed in bulk for multiple contacts.

Add Windows Autopilot devices
Upload a CSV list of Windows Autopilot devices to be managed by CoreView.

Allow quarantined mobile device
Allow a quarantined mobile device to access Exchange Online.

Delete managed device
Delete the selected 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 selected devices 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. Can be performed in bulk for multiple devices.

Edit Autopilot device group tag
Edit the Autopilot group tag for the selected devices. Can be performed in bulk for multiple devices.

Full scan
Performs a full antivirus scan on the selected devices. In most cases, a quick scan is sufficient and is recommended instead. Can be performed in bulk for multiple devices.

Lock managed device
Locks the devices and prevents users from accessing. Can be performed in bulk for multiple devices.

Quick scan
Performs a quick antivirus scan on the selected devices. In most cases, a quick scan is sufficient and is recommended. Can be performed in bulk for multiple devices.

Remove mobile device
Remove selected mobile devices from synchronization with Exchange mailboxes. Can be performed in bulk on multiple devices.

Reset managed device passcode
Resets the passcode on the selected devices. 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. Can be performed in bulk for multiple devices.

Restart managed device
Restarts the selected devices. Can be performed in bulk for multiple devices.

Retire managed device
Removes managed app data (where applicable), settings, and email profiles that were assigned by using Intune from the selected devices. The device is removed from Intune management on next check in. Can be performed in bulk for multiple devices.

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 selected devices. Can be performed in bulk for multiple devices.

Sync managed device
Sync selected devices so that they immediately receive pending actions and the latest updates. Can be performed in bulk for multiple devices.

Windows Fresh Start
Fresh Start removes any apps that are installed on a PC running Windows 10, version 1709 or later. Can be performed in bulk on multiple devices.

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. Can be performed in bulk for multiple devices.

Wipe mobile device
Perform a full wipe on the selected mobile devices, resetting to factory settings. Can be performed in bulk on multiple devices.

Clone synchronized user
Add a new synchronized user account by copying the settings of the selected user, including user properties, license assignment and other details.

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

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, and custom attributes.

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

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 synchronized user
Edit a synchronized user account including identifying information, licenses, group membership, and custom attributes.

Edit user properties
Edit a synchronized user account including identifying information, job and contact information, and custom attributes.

Enable remote mailbox
Create a mailbox in Exchange online for an existing user in the on-premise Active Directory. Can be performed in bulk for multiple users.

Enable/disable account
Enable or disable on-premises user account(s). Can be performed in bulk to multiple users.

Remove on-premises distribution group
Remove the selected on-premise distribution groups. Can be performed in bulk for multiple groups.

Remove on-premises security group
Remove the selected on-premise security groups. Can be performed in bulk for multiple groups.

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

Unlock user
Unlock the account of the selected users. Can be performed in bulk for multiple users.

Add OneDrive owners in bulk
Assign additional owners to the selected OneDrive. Can be performed in bulk for multiple OneDrives.

Manage OneDrive owners
Add or remove additional owners to the selected OneDrive.

Pre provision OneDrive sites
Pre-provision OneDrive for the selected user(s). By default, the first time that a user browses to their OneDrive, it is automatically provisions for them, but you may wish to ensure that OneDrive locations are pre-provisioned, such as in cases like migrating files from another source. Can be performed in bulk for multiple OneDrives.

Remove OneDrive owners in bulk
Remove additional owners from the selected OneDrives. Can be performed in bulk for multiple OneDrives.

Set OneDrive quota
Set the OneDrive storage maximum for the selected users. Can be performed in bulk for multiple users.

Add SharePoint admins in bulk
Add one or more site collection administrators to the selected site collections.

Add SharePoint owners in bulk
Add or remove one or more site owners for selected SharePoint sites. Can be performed in bulk to multiple sites.

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

Create SharePoint site
Create a SharePoint classic site, including the site details, template and the site sensitivity label.

Delete SharePoint site
Remove selected SharePoint sites. Can be performed in bulk on multiple sites.

Manage SharePoint owners
Add or remove one or more site owners for a selected 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 collection administrators from the selected site collections.

Remove SharePoint owners in bulk
Remove one or more SharePoint site owner from the selected sites. Requires you to enter the owner to be removed. Can be performed in bulk on multiple sites.

Remove site from recycle bin
Remove the selected SharePoint sites from the recycle bin, permanently deleting the sites. Can be performed in bulk on multiple sites.

Restore site from recycle bin
Restore the selected SharePoint sites from the recycle bin, back to production. Can be performed in bulk on multiple sites.

Set SharePoint quota
Set the storage maximum level, storage warning level, user code maximum level and user code warning level for the selected sites. Can be performed in bulk for multiple sites.

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

Add members to Teams groups
Add selected users to one or multiple Teams. Can be performed in bulk to multiple users.

Archive Teams group
Lets you archive one or multiple Teams groups in bulk. You also have the option to mark the associated SharePoint sites as read-only.

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.

Create Teams auto attendant
Create a new Teams Autoattendant including call flow, out of hours, holidays, dial scope and resource account.

Create Teams call queue
Create a Teams call queue including settings for greeting, on hold music, call answering, call overflow handling and call timeout handling.

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 an Autoattendant or call queue resource account.

Delete direct routing number
Delete direct routing phone numbers that have been uploaded via CSV. Can be performed in bulk for multiple numbers.

Edit direct routing number
Edit direct routing phone numbers uploaded via CSV.

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

Edit Teams auto attendant
Edit details for the selected Teams Auto Attendant.

Edit Teams call queue
Edit a Teams call queue including settings for greeting, on hold music, call answering, call overflow handling and call timeout handling.

Edit Teams group
Edit a Teams display name and description and also switch access types.

Edit Teams group channel
Edit a Teams channel display name and description.

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
Disassociate the phone number from the selected Teams resource accounts. Can be performed in bulk for multiple resource accounts.

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.

Manage user's voice mail settings
Configure outbound calling preferences and advanced call management features such as group call pickup, delegation, simultaneous ringing, and call forwarding for Teams Voice users.

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

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

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 the selected Teams groups (aka, move to recycle bin). Can be performed in bulk for multiple Teams.

Remove Teams group channel
Delete the selected Teams channels (aka, move to recycle bin). Can be performed in bulk for multiple Teams channels.

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.

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

Disable service principal
Quickly disable harmful service principals, preventing access to your tenant.

Manage service principal delegated permissions
Select, add, and remove service principal permissions, reducing errors and saving time.

Manage service principal owners
Assign, change, and remove owners to ensure compliance and delegation.

Remove app secret
Remove one or more app registration secrets from your CoreView instance.

Remove service principal application permissions
Easily remove any unwanted permission from your service principals. 

Restore service principal
Restore a previously disabled service principal.