Your profile is where you manage account settings, review assigned permissions, and access role-specific functions. Available features differ for delegated operators and Tenant Admins.
Accessing “My profile”
You can access the “My profile” section by opening the menu from the top-right profile icon.
For delegated operators
As a delegated operator, the “My profile” dashboard displays up to four tabs, depending on your assigned packages and add-ons:
- Personal info
- Roles
- Default settings
- Privileges
Personal info
User information
In this tab, you can edit personal information in the following fields:
- First name
- Last name
- Email: this is the address where you will receive app notifications. You cannot save changes if the email address is missing or invalid.
The following fields cannot be edited:
- User principal name
- Organization
Language, time, and region
All fields in this section can be updated:
- Language: select the display language for your CoreView app. Note that your preference may be overridden by the organization’s predefined language for column titles in exported reports and the workflow approval button.
- Regional settings: choosing a language configures the date-picker and relevant areas to use the date format of that language. For example, selecting English (United Kingdom) will display dates in the DD/MM/YYYY format.
- Time zone: if no time zone is selected, times will be shown in UTC+0. Refer to the “Operator time zone" guide for configuration steps.
Roles
In this section, you can review:
- Assigned roles: roles granted directly to you.
- Inherited roles: roles you have through group membership.
Default settings
Default Virtual Tenant
This section appears if:
- You have been assigned multiple Virtual Tenants,
AND - At least one of those Virtual Tenant has specific roles and permissions configured.
Here, you can choose the default Virtual Tenant that will be automatically applied to your Privileges section every time you log in. If no Virtual Tenants are available, this section won't be shown.
Default home page
In this section, you can select the home page that will display upon login.
- If you have been assigned Virtual Tenants and Virtual-Tenant-specific roles and permissions, this section appears only after you select a default Virtual Tenant. Once you do, you will be prompted to choose the Permission Set that includes your landing page.
Note: only the Tenant Admin can select the default home page for each Permission Set they create. Delegated operators may select from Permission Sets assigned to them.
- If you have NOT been assigned any V-Tenant or V-Tenant RBAC, your available home page options are determined by the permissions assigned directly to you.
Privileges
This tab displays a summary panel of all your privileges, grouped by category:
- Roles (applied at tenant-level)
- Virtual Tenants (including Virtual-Tenant-specific roles and permissions)
- Permissions
- Number Pools
- License Pools
You can expand each section to view grouped elements.
For Tenant Admins
As a Tenant Admin, selecting “My profile” opens the same wizard interface used for creating and editing operators. You can view and edit your operator profile and related settings with administrative permissions, including:
- Updating personal information, regional settings, homepage defaults, and assigned Virtual Tenants, License Pools, and Number Pools (when available).
- Viewing and updating roles and permissions.
- Managing all aspects of your operator profile through the operator management wizard.
For detailed steps, refer to the "Add an operator" guide.
