Request provision of a workspace

Create a Provisioning Request for a new workspace (a team, a SharePoint site, a Microsoft 365 group, a Planner plan or a Viva Engage community) in the Rencore Teams App. Use this when you need a new workspace that your organization creates from a template.

Before you begin

• No Rencore Governance role is needed: any user of the Rencore Teams App can request a workspace from the templates their admin made available.
• You only see templates that your admin has made available. If you cannot find a suitable template, contact your IT team.
• Provisioning is part of the Premium and Enterprise plans.

Steps

1. Click Requests on the navigation bar or click + New Request. Alternatively, click one of the three frequently used Smart Templates on the home page. The Templates tab shows all templates available to you.

2. To find a template, use the service filter chips at the top to filter by service type (for example only Teams templates, or only SharePoint templates), or search by template name. The All option shows templates across all services.

3. Click the template you want. Each template card shows the template name, a description of what the template is for, the service type icon (Teams, SharePoint or Viva Engage) and a Request button to start the workflow.

4. On the Template Brief page, click Start Request.

   

5. Fill in the Team name and Description fields. If the template permits, select the visibility of the team, and if required, assign a sensitivity label.

6. Click Next.

   

7. If the template permits, assign Owners, Members, Channels and Apps using the picker boxes.

8. Click Request.

   

What you see

A confirmation dialog acknowledges the request.