Introduction

Rencore Governance helps you take control of AI and the data it depends on. It inventories your digital workplace, apps, automations and AI agents. You see what each one can reach, then set the rules it follows. The two short guides below show the product from both sides: the admin view in the Rencore Governance web app, and the Rencore Teams App that workspace owners and members use in Microsoft Teams.

What do you want to do?

Start from the outcome you want. Each use case links the guides, policies and automations that get you there.

• Find and fix oversharing: files, sites and Teams shared more widely than they should be.
• Recertify access with reviews: owners confirm on a schedule who still needs access.
• Keep every workspace owned: no Team, site or group without an active owner.
• Archive or delete inactive workspaces: retire what nobody uses anymore.
• Govern guests and external users: find inactive guests and remove their access.
• Clean up after leavers: hand over or remove what people who left still own.
• Govern AI agents: know every agent, its owner and what it answers from.
• Prepare your content for Copilot: fix oversharing, missing labels and old content first.
• Reduce license and AI spend: unused licenses and Copilot Studio consumption.
• Manage storage and file versions: usage against quota and old file versions.
• Provision governed workspaces: new workspaces from approved templates.
• Govern Power Platform and Power BI: apps, flows and workspaces without owners or use.
• Delegate governance by country or subsidiary: local admins who see only their part of the tenant.
• Connect governance to your ticket system: open tickets and start flows from automations.
• Report and prove compliance: reports, dashboards and exports for audits.

Start here

1. Set up Rencore Governance: sign in, create a workspace and connect your Microsoft 365 tenant.
2. Give consent for your connectors: see what each permission is for, then follow the extra setup for Power Platform, Power BI, Copilot Studio, Azure or Claude Enterprise.
3. Find your way around the inventory: once the first scan has run, look at what Rencore Governance found and save the views you need as segments.
4. Switch on your first policies: start with a few templates to see where your tenant breaks the rules.
5. Act on what you find: fix violations with built-in actions, automations or owner reviews.

Modules

Rencore Governance is organized in three modules:

Module	Covers
Digital Workplace	Microsoft 365, Teams, SharePoint, OneDrive, Exchange, Viva Engage, Planner and Entra ID
Apps, Automation & BI	Power Apps, Power Automate and Power BI
AI & Agents	Copilot, Copilot Studio, SharePoint Agents, Azure, Microsoft Foundry (Preview), Claude Enterprise (Preview) and ChatGPT Enterprise (Preview)

Digital Workplace is included in every Plan. The other two are add-on modules, available on the Premium and Enterprise Plans. Power Platform is only included in Apps, Automation & BI, and Copilot only in AI & Agents. A connector in Preview is released for use but not yet generally available. Every connector has its own page on the Connectors index.

What the documentation covers

• Getting started: setting up Rencore Governance, the Plans and add-ons, and where to get help.
• Guides: step-by-step tasks, from the inventory, reports and dashboards to policies, automations, reviews, provisioning and settings.
• Rencore Teams App: installing the app, and the tasks owners and members do in it.
• Reference: every inventory object, policy and automation template, built-in action, role and permission, generated from the product.
• Connectors: what Rencore Governance covers for each connected service.
• Glossary and FAQ: short definitions and answers to common questions.

Need help?

If something is missing from the documentation or you are stuck, see Get help for every way to reach the Rencore Support team.