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Guide

Create a provisioning request

Last updated Provisioning

AI summary

Select a Provisioning Template and fill in four sections: Team name and description, security settings with owners and members, channels, and apps. Submit the request and receive email confirmation when your workspace is ready. You must have Provisioning access in your Rencore role, and at least one template must be enabled.

Request a new Team from a Provisioning Template. You fill in the Team’s settings, owners and members, then submit the request.

Before you begin

  • Your Rencore role gives you access to Provisioning. See Rencore roles.
  • Provisioning is part of the Premium and Enterprise Plans.
  • At least one Provisioning Template is turned on. See Turn a provisioning template on or off.

Steps

  1. Click Provisioning on the Nav Panel.
  2. Choose a template from one of the two places described below.
  3. Fill in the four tabs of the request, then submit it, as described below.

Choose a template from the request list

  1. Click Add Provisioning Request. All turned-on Provisioning Templates are shown.

    All Provisioning Requests page with the Add Provisioning Request button highlighted

  2. Highlight the template you want and click Use Template.

    Create Provisioning Request dialog with the template cards and Use template highlighted

Choose a template from the template list

  1. Click Manage Provisioning Templates.

  2. Click the Team template you want.

  3. Click the ellipses menu ([…]) and select Create Provisioning Request.

    Provisioning template options menu with Create Provisioning Request highlighted

Fill in the request

  1. On Basic settings, enter the Team Name: a meaningful name for the Team.

    Create Provisioning Request, Basic Settings with team name and description

  2. Enter the Team Description: the Team and its purpose.

  3. Optionally, enter a Group Name to change the default name of the group that is created for the Team.

  4. On Security, select whether the Team is Private or Public, if the Provisioning Template allows it.

    Create Provisioning Request, Security tab with owners and members

  5. Enter the Microsoft 365 users who will be the Owners of the Team.

  6. Enter the Microsoft 365 users who will be the Members of the Team.

  7. On Channels, add a channel by clicking the box and entering a suggested Teams channel, or remove one by clicking the “X” next to it. You can only change the channels if the Provisioning Template allows it.

    Create Provisioning Request, Channels tab, with the remove button of a channel highlighted

  8. On Apps, add an app by clicking the box and entering its name, or remove one by clicking the “X” next to it. You can only change the apps if the Provisioning Template allows it.

    Create Provisioning Request form, Apps tab, with the remove button of an app highlighted

  9. Click Submit in the top right of the screen.

What you see

A prompt confirms “Your request has been submitted and you will be informed by email when your workspace is ready”.

Request submitted confirmation after creating a provisioning request

Frequently asked questions

How do I start a provisioning request for a new team?

Click Provisioning on the Nav Panel. Then either click Add Provisioning Request and choose a template with Use Template, or click Manage Provisioning Templates, open a Team template, and select Create Provisioning Request from the ellipses menu.

What do I need before I can create a provisioning request?

Your Rencore role must give you access to Provisioning, and your Plan must include Provisioning (Premium or Enterprise). At least one Provisioning Template must also be turned on.

Can I choose whether the team is private or public?

Yes, if the Provisioning Template allows it. You make this choice on the Security tab, where you also enter the Owners and Members of the Team.

Can I change the channels and apps in a provisioning request?

Yes, but only if the Provisioning Template allows it. On the Channels and Apps tabs, click the box to add an entry, or click the X next to an entry to remove it.

What happens after I submit a provisioning request?

A prompt confirms that your request has been submitted. You are informed by email when your workspace is ready.

Next steps

Related pages

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