Create an access review report

Add an Access Review Report to your governance from the Access Review Template Library. The Access Review Builder takes you through three screens: the trigger, the review settings and the details.

Before you begin

• Your Rencore role needs the Create Access Review permission. The Admin, Contributor and Owner roles have it. See Rencore roles.
• All changes made by users during the Access Review are replicated to the Microsoft 365 environment during the night after the Access Review has been finished.

Steps

1. Click on Access on the Nav Panel.

2. Click on Add Access Review. This takes you to the Access Review Template Library. To narrow down the list of templates, filter by Service and Category.

   

3. Choose the template that you want to use. This loads the Access Review Builder screen.

4. On the trigger screen, select the type of trigger the Review will use: Manually or On Schedule. Manually lets you refresh the access review directly in the object, as a one-time review. On Schedule checks the data periodically, as a recurring review of objects.

   Choosing either of these options will start the Access Review based on the "Reviewed Object" logic. The difference is whether the review is refreshed manually or on schedule.

5. Select the object to be reviewed from the drop-down list.

6. Once happy with the selection and filters, click Next in the top right of the screen.

   

7. On the access review settings screen, choose who reviews the access. The object you selected sets the default (i.e. if you select SharePoint Site Collection, the Owners are selected, and if you select Flows, the owners of the Flows are selected). To choose other reviewers, select Specified users must review and approve permissions and enter the users in the new box.

   Enabling "Perform Access Review" requires approval of all permissions found. Disabling this option skips reviewer approval and email notifications.

8. Under Due date to perform the access review, select how many days the reviewers have after being notified, between 2 and 60 days.

9. To make reviewers add a comment, check Require a comment on approval.

10. Under Email communication, select how many days before the review deadline a reminder is sent, between 1 and 14 days. This option can be toggled on or off.

11. Click Next in the top right of the screen.

    

12. On the details screen, enter a unique name in the Title field (e.g. Access Review for SharePoint Site Collections). A green tick appears when the title is unique.

13. In the Description field, enter a description (e.g. This is an Access Review for SharePoint Site Collections).

14. Select the desired Category from the drop-down.

15. Select the Icon from the drop-down. This is usually the connector the object belongs to.

16. Click Save in the top right corner.

    

What you see

After you click Save, the Access Review gathers data.