CoreView Features
User on/off Boarding (13)
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Self Service Access requests
Users can request access to an application and be automatically provisioned if they meet policy requirements
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Smart/Automated Provisioning
Automates account/access rights creation, changes and removals for on-premise and cloud apps
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Role Management
Establish roles that create a set of authentication rights for each user in the role
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Policy Management
Enables administrators to create access policies and applies policy controls throughout request and provisioning processes
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Access Termination
Terminate access to multiple applications based on dates
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Approval Workflows
Allow business stake-holders/managers to approve or reject requested changes to access via a defined workflow
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Access Management
Control and manage access to company resources
User Maintenance (3)
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Self Service Password Reset
Enables users to reset passwords without administrator interaction. Enforces password policies when resetting.
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Bulk Changes
Change users and permissions in bulk
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Bi-directional Identity Synchronization
Keep identity attributes consistent across applications whether the change is made in the provisioning system or the application
Governance (2)
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Identifies and Alerts for Threats
Alerts administrators when inappropriate access occurs
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Compliance Audits
Proactively audits access rights against policies
Administration (3)
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Reporting
Standard and customized report creation to ensure appropriate access rights have been assigned
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Ease of set up for target systems
Support for wide variety of cloud and on premise apps to automate provisioning for existing and new applications procured
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APIs
Provides appropriate application interfaces to enable custom integrations for unique business requirements
Platform Basics (3)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Management
Helps manage users and allows administratives to restrict user access
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Monitoring
Allows users to monitor potential outages, breaches, and security issues within the platform
Platform Data (4)
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Dashboard
Has a centralized dashboard for users to interact with
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License Information
Provides Office 365 licensing information, such as user access information and license expiration information
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Storage Insights
Provides granular reporting into the amount of storage available within Office 365
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Alerts and Notifications
Offers personalized notifications and alerts when security issues arise
Platform Additional Functionality (3)
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Cloud
Provides a cloud based version of the platform
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Security and Authentication
Lets administraters set specific authentification methods and password strength requirements
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Bulk User Management
Allows bulk changes related to licenses, user permissions, and group configurations
Agentic AI - Office 365 Management (1)
Cross-system Integration
Works across multiple software systems or databases
Additional Functionality (109)
Secure Data Storage
Securely stores data to prevent data loss or breaches
User Defined Attributes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Active Directory Integration
Integrates with Active Directory
Secure Login
At least a username and password is required to access the system
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Risk Assessment
Initiate collection and analysis of known risks
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Security Auditing
Systematic evaluation of the security of a company's overall security system and situation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Data
Receive data and information in real time
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customizable Reports
Alter the layout and content of reports
Risk Analysis
Analyze potential risks across the organization
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Impact Management
Analysis of impact/effect on IT services and other business processes
Customizable Forms
Customize contracts and forms to collect specific information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
License Management
Track and organize the number of licenses available to the organization
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Task Management
Create, manage and track all task activities and progression
Request Assignment
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Support Ticket Management
Allow customers/users to submit support queries and service requests
Single Sign On
Allow users to access multiple services after entering their login credentials once
Data Mapping
Track the management and flow of data throughout the organization
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Incident Management
Manage and track all disruptions and incidents
Alerts/Escalation
System alerts about the need to escalate an issue or request
Prioritization
Arrange tasks based on the level of priority or urgency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Email Management
Manage, store and organize emails within the system or via third-party apps
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Inventory Management
Track and manage inventory levels to maintain proper supply
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Configurable Workflow
Configure existing workflows to meet your organization's needs
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Change Management
Track and monitor efficient handling of all changes/transitions
Device Auto Discovery
Automatically scan the network for devices and take pre-defined actions upon discovery
Customizable Reports
Alter the layout and content of reports
Contract/License Management
Track, store, and access client contracts or licenses
Relationship Mapping
Creating relationships between different IT assets to define their status and dependencies in a network
Customizable Fields
Customize data fields to support various needs and use cases
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Vulnerability Scanning
Discover patch statuses and vulnerabilities
Data Aggregation and Publishing
Assemble data from multiple sources
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Historical Reporting
Information, data and reports that are being tracked over time
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Configuration Automation
Facilitate the ongoing and automatic deployment of settings or systems.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
File Management
Create, save, and store files
Status Tracking
Track the status over time for a request, process, asset, or transaction
Patch Management
Install software updates and bug fixes remotely
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Version Control
Track revisions and updates made to files and navigate between different versions
Task Progress Tracking
Track the status and progress of tasks
IT Cost Management
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Policy Management
Create, manage, and track policies and procedures within an organization
Real-Time Analytics
Analyze and gain insights into data in real-time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Task Scheduling
Track and manage the scheduling of tasks
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