Start a review

Work through a review of a workspace in the Rencore Teams App, step by step, and apply your changes when you complete it. Use this when a review is assigned to you.

Before you begin

• No Rencore Governance role is needed: you can start reviews that are assigned to you as a reviewer.
• Reviews are part of the Premium and Enterprise plans.

Steps

1. Go to Reviews in the Rencore Teams App and click Review on a card to open the review start page.

   

2. Check the start page. It shows the review details (assigned reviewers and due date), the workspace details (description, privacy setting, sensitivity label and last activity date) and the company guidelines (instructions from your admin about how to approach this review). If your admin has configured additional actions (like archiving or escalation), a tip notes that these options are available on the final step.

3. Click Start Review. A progress bar at the top shows which step you are on and how many remain.

4. On each step, add or remove people and access as needed, then click Next. You do not have to make changes on every step. Use Back to return to an earlier step. Changes you make are kept as you move between steps, and nothing is final until you complete the review.

5. On the Summary page, check all the changes you have made across every step. Click Remove next to a change to undo it before submitting.

   

6. Click Complete to finish the review. Your changes are applied to the workspace.

7. If your admin has configured a comment requirement, enter the comment and click Submit.

   

Complete with an additional action

If your admin has configured custom actions for the review, the Complete button includes a drop-down with additional options. These might include actions like archiving the workspace, deleting the workspace, escalating to another team or triggering a custom workflow (for example a ServiceNow ticket).

1. On the Summary page, open the drop-down on the Complete button.
2. Select an action.
3. Confirm your choice in the confirmation dialog.

Review steps

The steps shown depend on the workspace type and your organization’s configuration. Your admin selects which steps to include for each review schedule.

Reviewing owners

The Owners step lists everyone with owner access to the workspace.

You can:

• Add an owner: click Add Owner and search for a person.
• Remove an owner: click Remove next to a person. They are marked for removal, with an option to Undo if you change your mind.

At least one owner must remain at all times. When only one owner is left, the remove and role change options are hidden.

Reviewing members

The Members step lists everyone with member access.

You can:

• Add a member: click Add Member and search for a person.
• Remove a member: click Remove next to a person. They are marked for removal, with an option to Undo if you change your mind.

Guest users are shown with a distinct icon next to their name.

Reviewing visitors (SharePoint only)

The Visitors step lists users with visitor-level access to the SharePoint site. You can remove visitors, but cannot add new ones or change their role.

Reviewing site access (SharePoint only)

The Site Access step shows who has permissions to the SharePoint site, organized across three tabs:

• Groups: Entra ID and Microsoft 365 groups with access
• SharePoint Groups: classic SharePoint groups (for example Site Members, Site Owners), each with its permission level
• Users: individual users with direct site permissions

Use the filter pills to focus on specific access types:

• External: users from outside your organization
• Organization-wide: permissions shared with everyone in your organization
• Internal: standard internal users

Each filter shows a count of matching entries. Groups can be expanded to see their individual members. You can remove access at the group level.

Reviewing file access (Teams and SharePoint)

The File Access step shows how files and folders in the workspace are shared. The view is organized as a tree:

1. Files and folders: the shared item
2. Sharing links or direct access: how it is shared (for example “Anyone with the link”, “Specific people”)
3. Users within sharing links: who has access through each link

Use the filter pills to focus on specific sharing types:

• External: shared with people outside your organization
• Anonymous: anyone-links without a sign-in requirement
• Anyone in the Organization: organization-wide sharing links
• Internal: shared with specific internal users

To remove a sharing link, click Remove next to it. This removes access for all users on that link. For direct access entries, removal applies to the specific user or group. Removed items are marked and can be reversed with the Undo button.

What you see

On the Summary page, changes are organized by step (Owners, Members, Site Access and so on) in collapsible sections. Only the steps where you made changes are shown. Each change displays the person or item and the action taken (Added, Removed, role change).

After you complete the review, a success message confirms it. You are returned to the Active reviews tab, where the completed review is no longer listed.