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Getting started
  • Introduction
  • Quick start
  • Product basics
  • Getting Help
    • Get help
    • Support Portal
      • Access Rencore Support Portal
      • Create a Support Portal Account
      • Reset Support Portal Password
      • Create a Support Conversation
      • Accessing and Updating Support Tickets
      • Access Company Support Conversations
  • Add-ons
  • Notifications
    • Enterprise Automation Notifications
    • SharePoint and OneDrive Scanning Performance
    • Progressive Scanning
    • Reconsent for Sensitivity Label Scanning
Guides
  • Workspace Introduction
    • Basic Guide to Your Workspace
    • Start a Rencore Governance Trial
    • Search your Environment
    • Export DataGrids to PDF or Excel
    • Searching Datagrid
    • View Audit Logs
    • Enabling Demo Mode
    • Switch between Environments
    • Switch between Workspaces
  • Inventory
    • Create a Segment
    • Create Segment from a Report
    • Remove a Segment
    • Export a Segment
    • Import a Segment
    • Update Monthly License Costs
    • Built-In Actions
      • Executing an Action
      • Action Permissions
      • Delete a Claude Project
    • Custom Metadata
      • Manage Your Metadata
      • Create a Custom Property
      • Create a Custom Object
      • Create a Custom Relation
      • Connect a Data Source for Custom Metadata
      • Use Custom Metadata in Policies and Reports
  • Dashboard
    • Create a Dashboard
    • Add Tiles to a Dashboard
    • Share Dashboard
    • Export a Dashboard
    • Import a Dashboard
  • Reports
    • Create a Report from a Template
    • Create a Custom Report
    • Export a Report
    • Import a Report
    • Add Report as Tile to Dashboard
    • Clone a Report
    • Delete a Report
    • Share a Report
  • Policies
    • Create a Policy from a Template
    • Creating a Custom Policy
    • Create a Policy from a Report
    • Export Policies
    • Import Policies
  • Automation
    • What Are the Available Triggers for Automations
    • Add an Automation
    • Create a Automation Summarized by Policy
    • Create an Automation from a Template
    • Create a Custom Automation
    • Export an Automation
    • Import an Automation
    • Trigger a Manual Automation
    • Automation Batch Page
    • Troubleshooting Automation Errors
    • Actions
      • Configure a Teams Notification for Checks
      • Archive or Unarchive a Team
      • Trigger a Webhook for Power Automate
      • Creating Service Now Tickets
      • Remove SharePoint File Versions
      • Delete a Claude Project
  • Access
    • Create an Access Review Report
    • Approving Access Reviews
    • Export an Access Review
    • Import an Access Review
  • Review
    • Review Dashboard
    • Create a Review
    • Review Automations
    • Monitoring Reviews
    • Stopping a Review Cycle
  • Provisioning
    • Creating a Provisioning Team Template
    • Enable or Disable a Provisioning Template
    • Export a Provisioning Template
    • Import a Provisioning Template
    • Create a Provisioning Request
    • Create a Suggested Teams Channels
    • Using a PnP Provisioning Template
    • Limitations to Provisioning Naming Conventions
  • Settings & Configuration
    • Workspace Settings
      • Connect a Tenant to a Workspace
      • Onboard a New Organization
      • Delete a Workspace
      • Configure Inventory Objects
      • Restrict Workspace Access by Domain
      • Enable Beta Preview
      • Enable a Beta Feature
      • Change appearance in Rencore Governance
      • Disable External Services
      • Restricting Azure Users to Governance & Nova
      • Change Language
    • Environment Settings
      • Change an Environment Currency
      • Power Platform with Admin Consent Workflow
      • Copy Environment Information
      • Disable a Service
      • Custom Mail Settings
      • Provision of a New Demo Environment
      • Re-consent Permissions
      • View Scan Job History
      • System Notifications
      • Environment Notifications
      • Tenant Segmentation
        • Add a Virtual Environment
    • Users & Roles
      • Invite Users to a Workspace
      • Invite Users to an Environment
      • What Are the Default Roles and Permissions
      • What Are the Default Teams
      • Create a Custom Role
      • Create a Custom Team
      • Assign a User a Role and Team
    • Profile Settings
      • Set Default Date, Time, and Number Format
      • Select a Default Workspace
  • Rencore Nova (deprecated)
    • Install Rencore Nova
    • Integrating Rencore Nova
    • Update Rencore Nova
    • Troubleshooting
    • Provisioning
      • Request Provision of a Team
    • Access
      • Approving Access Reviews
    • My Objects
      • Enabling and Configuring My Objects
  • Rencore Teams App
    • Accessing and Navigating Rencore Teams App
    • Installing Rencore Teams App
    • Change the Appearance of the Rencore Teams App
    • Change Language and Date Format
    • Update Rencore Teams App
    • Configuring Rencore Teams App
    • Creating Explore & Learn Links
    • Updating Explore & Learn Links
    • Troubleshooting
    • Rencore Teams App Homepage
    • Requests
      • Request Provision of a Workspace
      • Tracking your Requests
    • Workspaces
      • Enable Services for Teams App Workspaces
      • Managing Workspaces
    • Review
      • Start a Review
      • Review History
      • Declining a Review
      • Continuing a Review Once Started
    • Approvals
      • Approving or Declining a Request
      • Approval History
  • Account & Subscription
    • Connect an Azure Marketplace Subscription
    • Change Azure Subscription Plan
  • Troubleshooting
    • Common Troubleshooting Issues
    • Scan Errors
      • Power Platform - The User Cannot be created in Microsoft Dataverse
      • Power Platform - User does not have sufficient permissions in Microsoft Dataverse for flow
      • Power Platform - Failed to Create a Microsoft Dataverse System Row Representing User
      • SharePoint - Forbidden: Access Denied to Resource
      • SharePoint - Too Many Subsites
      • Teams - Teams Channel Tabs Null
Reference
  • Actions
    • Copilot Studio
    • Microsoft 365
    • OneDrive
    • Power Apps
    • Power Automate
    • Power BI
    • SharePoint
    • Teams
    • Viva Engage
  • Automations
    • Exchange
    • Microsoft 365
    • OneDrive
    • Power Automate
    • SharePoint
    • Teams
    • Viva Engage
  • Inventories
    • Azure
    • Azure AI Services
    • Copilot
    • Copilot Studio
    • Entra ID
    • Exchange
    • Microsoft 365
    • OneDrive
    • Planner
    • Power Apps
    • Power Automate
    • Power BI
    • SharePoint
    • Teams
    • Viva Engage
  • Microsoft Permissions
  • Policies
    • Azure
    • Copilot
    • Copilot Studio
    • Entra ID
    • Exchange
    • Microsoft 365
    • OneDrive
    • Power Apps
    • Power Automate
    • Power BI
    • SharePoint
    • Teams
    • Viva Engage
  • Roles
    • Admin
    • Contributor
    • Owner
    • Reader
    • Custom Role
  • Teams
    • AllServices
    • Azure
    • AzureAD
    • AzureAIFoundry
    • Copilot
    • CopilotStudio
    • Exchange
    • Office365Groups
    • OneDrive
    • Planner
    • PowerApps
    • PowerAutomate
    • PowerBI
    • SharePoint
    • Teams
    • Yammer
  • Audit Log
  • Automation Actions
    • Exchange
    • Microsoft 365
    • OneDrive
    • Planner
    • Power Apps
    • Power Automate
    • Power BI
    • SharePoint
    • Teams
    • Viva Engage
    • General
  • Scanning & Throttling
    • Partial Scanning
    • Continuous Scan
    • Throttling by Microsoft 365
    • Understanding Scan Buckets and Parallel Scanning
  • Security & Privacy
    • Is Rencore Governance Secure?
    • Security Overview
    • Rencore’s shared responsibility model
    • Data
      • Customer Data
      • Personally Identifiable Information
      • Telemetry data
      • Data Residency
      • Data Retention
      • Un-anonymize user data
      • Admin Portal Access
    • Permissions
      • Required Permissions
      • Revoking Permissions
      • Power Platform Consent
      • Anthropic Consent
      • Copilot Studio
        • Dataverse and Copilot Studio
        • Copilot Studio Consent
      • Power BI
        • Dataverse and Power BI
        • Power BI Consent
      • Azure
        • Azure AD App Creation
        • Azure Consent
  • User Permissions
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