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Guide

Settings & configuration

Last updated Settings

AI summary

Configure workspaces, environments, users and roles, and personal settings if you have Owner or Admin role. Settings cover tenant connections, sign-in rules, connectors, and notifications.

Configure your Rencore Governance workspaces, environments, users and roles, and personal profile settings. Workspace settings cover the tenant connection, sign-in rules, beta features and appearance. Environment settings cover consent, connectors, scans, notifications and virtual environments, and Users & Roles decide who can do and see what. Most of these settings need the Owner or Admin role.

Settings menu: Workspace, Environment and Teams App Settings, Users & Roles, Account & Billing

Start with

  1. Connect a tenant to a Workspace Connect your Microsoft 365 tenant and give consent so the first scan can start.
  2. Invite users to a Workspace Invite colleagues to a workspace and give them a role.
  3. Assign a user a role and team Decide what a user can do (role) and which objects they can see (team).
  4. View scan job history See every scan job of an Environment, including failed ones.

All guides in settings & configuration

Workspace settings 11 guides

Connect a tenant, control who can sign in, turn on beta features and change how your workspace looks.

  • Connect a tenant to a Workspace

    Connect your Microsoft 365 tenant and give consent so the first scan can start.

    Before you begin: You sign in to your tenant with an admin account. (+1 more)

    6 steps

  • Onboard a new organization

    Add a separate workspace for another organization, for example as a partner or service provider.

    Before you begin: The person who creates a Workspace is its first Owner. (+2 more)

    10 steps

  • Delete a Workspace

    Delete a workspace and all data of its Environment.

    Before you begin: Your role needs the Delete Workspace permission, which only the Owner role has. (+1 more)

    4 steps

Show 8 guides more

  • Configure inventory objects

    Turn off an object or relation, or change how often an object is scanned.

    Before you begin: Your role needs the permission to turn inventory objects on and off to disable an object (Admin, Contributor and Owner… (+1 more)

    6 steps

  • Restrict Workspace access by domain

    Let only users from the email domains you choose sign in to a workspace.

    Before you begin: Domain access rules are ignored for users with the built-in role of Owner. (+1 more)

    7 steps

  • Turn on beta preview

    Turn on Beta Preview for a workspace so its Owners can try beta features.

    Before you begin: Owners can choose to turn on beta features. (+1 more)

    3 steps

  • Turn on a beta feature

    Switch on one beta feature in a workspace that has Beta Preview turned on.

    Before you begin: Owners can choose to turn on beta features. (+1 more)

    4 steps

  • Change the appearance of Rencore Governance

    Change the theme colours and the logo of your workspace.

    Before you begin: Your role needs the Edit Workspace permission, which the Admin and Owner roles have.

    4 steps

  • Disable external services

    Turn off the HubSpot news and chat and other external services inside the product.

    Before you begin: You need the Owner or Admin role.

    3 steps

  • Restrict Entra ID users to Rencore Governance and Rencore Nova

    Allow or block Entra ID users from signing in or signing up to Rencore Governance.

    Before you begin: You sign in to the Microsoft Entra admin center with an account that can change the properties and the users and… (+1 more)

    7 steps

  • Change the language

    Which languages the product supports and how the browser language decides which one you see.

    Before you begin: No Rencore role or permission is needed: the language comes from your own browser. (+2 more)

    2 steps

Environment settings 11 guides

Manage consent, connectors, scans, notifications, currency and virtual environments for one Environment.

  • Change an Environment currency

    Change the currency an Environment uses for license costs and other amounts.

    Before you begin: Your role needs the Edit Environment permission.

    4 steps

  • Give Power Platform consent with the admin consent workflow

    Give Power Platform consent when your tenant uses the admin consent workflow.

    Before you begin: Your Rencore Governance role needs the Manage consent permission. (+2 more)

    9 steps Power AppsPower AutomateConsent

  • Copy Environment information

    Copy the IDs of your workspace and Environment to send them to Support.

    Before you begin: Any role can copy this information.

    4 steps

Show 8 guides more

  • Disable a service

    Stop scanning a connector, and what happens to the dashboards and policies that use it.

    Before you begin: Your role needs the Manage services permission. (+1 more)

    4 steps

  • Set up custom mail settings

    Send Rencore Governance emails from your own mail account instead of rencore.com.

    Before you begin: Your role needs the Manage mail settings permission. (+1 more)

    8 steps

  • Get a demo Environment

    Get a demo Environment with demo data from try.rencore.com.

    Before you begin: You do not need a Rencore role or a Microsoft 365 tenant.

    2 steps

  • Re-consent permissions

    Give consent again after it was lost or after new permissions were added.

    Before you begin: Your role needs the Manage consent permission. (+1 more)

    3 steps

  • View scan job history

    See every scan job of an Environment, including failed ones.

    Before you begin: Your role needs the View job history permission.

    3 steps

  • Configure system notifications

    Choose who gets an email when consent is lost or an automation or provisioning fails.

    Before you begin: Your role needs the Notifications permission.

    4 steps

  • Set up Environment notifications

    Set up the alerts an Environment sends for lost consent, automation errors and thresholds.

    Before you begin: Your role needs the Notifications permission.

    4 steps

  • Tenant segmentation

    Split one Microsoft 365 tenant into virtual environments, for example one per country, region or subsidiary.

    1 page Watch it · 4 min

Users & roles 7 guides

Invite users and decide what each one can do (role) and which objects they can see (team).

  • Invite users to a Workspace

    Invite colleagues to a workspace and give them a role.

    Before you begin: Only the Owner or an Admin of the Workspace can invite users. (+1 more)

    6 steps

  • Invite users to an Environment

    Give a workspace user access to one more Environment.

    Before you begin: Only an Owner or an Admin of the Workspace can invite users. (+2 more)

    7 steps

  • Check the default roles and permissions

    The four built-in roles in Rencore Governance, Owner, Admin, Contributor and Reader, and what each one can do.

    Before you begin: Your role needs the Manage users permission to open the users and roles in the product, which the Admin and Owner…

    3 steps

Show 4 guides more

  • Check the default teams

    The built-in Rencore teams and which objects each one lets its members see.

    Before you begin: Your role needs the Manage teams permission to open the teams list, which the Admin and Owner roles have.

    3 steps

  • Create a custom role

    Build a role with exactly the permissions a group of users needs.

    Before you begin: Your role needs the Manage roles permission, which only the Owner role has.

    5 steps

  • Create a custom team

    Build a Rencore team that limits which objects its members can see.

    Before you begin: Your role needs the Manage teams permission, which the Admin and Owner roles have.

    5 steps

  • Assign a user a role and team

    Decide what a user can do (role) and which objects they can see (team).

    Before you begin: Your role needs the Manage users permission, which the Admin and Owner roles have. (+1 more)

    4 steps

Profile settings 2 guides

Set your own preferences: the workspace that opens first and how dates, times and numbers look.

Frequently asked questions

Which role do I need to change Rencore Governance settings?

Most settings need the Owner or Admin role. Some guides name a specific permission, for example Edit Workspace for appearance changes, Manage consent for consent, and Manage roles for custom roles, which only the Owner role has.

How do I connect my Microsoft 365 tenant to a Workspace?

Sign in to your tenant with an admin account, connect the tenant to the Workspace and give consent. Once consent is given, the first scan can start. The guide Connect a tenant to a Workspace has the 6 steps.

How do I decide what a user can do and which objects they can see?

Assign the user a role and a team. The role decides what the user can do, and the team decides which objects the user can see. You need the Manage users permission, which the Admin and Owner roles have.

Where can I see failed scan jobs for an Environment?

Open the scan job history of the Environment. It shows every scan job, including failed ones. Your role needs the View job history permission.

Can I choose which Workspace opens when I sign in?

Yes. You can select a default Workspace in your profile settings, and any role can do this. You can also set the date, time and number format you see in Rencore Governance.

Related pages

Related pages