Users & roles
AI summary
Assign users roles and teams to control what they can do and see. Invite them to your workspace or Environment using built-in or custom roles and teams.
Every user of Rencore Governance has a role and a team. The role decides what they can do, from reading dashboards to changing settings; the team decides which objects they can see, for example only Teams and SharePoint. Invite users to a workspace or to one EnvironmentEnvironmentAn Environment is the connected Microsoft 365 tenant inside a Workspace.Read more, use the built-in rolesBuilt-in roleA built-in role is one of the four roles every Rencore Governance Workspace comes with: Owner, Admin, Contributor and Reader.Read more and teams, or build custom ones.
Start with
- Invite users to a Workspace Invite colleagues to a workspace and give them a role.
- Assign a user a role and team Decide what a user can do (role) and which objects they can see (team).
- Create a custom role Build a role with exactly the permissions a group of users needs.
- Roles reference The built-in roles you can give Rencore Governance users in a Workspace, with links to the permissions each role includes.
All guides in users & roles
Invite and assign users 3 guides
Bring colleagues in and give each one a role and a Rencore team.
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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)
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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)
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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)
Roles 2 guides
What each user can do: the built-in roles and your own.
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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…
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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.
Rencore teams 2 guides
Which objects each user can see: the built-in teamsBuilt-in teamA built-in team is a default Rencore Governance team that decides which inventory objects a user can see.Read more and your own.
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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.
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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.
Frequently asked questions
What is the difference between a role and a team in Rencore Governance?
A role decides what a user can do, from reading dashboards to changing settings. A team decides which objects the user can see, for example only Teams and SharePoint.
Who can invite users to a Workspace?
Only the Owner or an Admin of the Workspace can invite users. The same applies when you invite a workspace user to one more Environment.
Which built-in roles does Rencore Governance have?
Rencore Governance has four built-in roles: Owner, Admin, Contributor and Reader. You can also build your own custom roles with the permissions a group of users needs.
Which permission do I need to assign a user a role and team?
Your role needs the Manage users permission, which the Admin and Owner roles have.
Who can create a custom role?
Only the Owner role can create a custom role, because it needs the Manage roles permission. Creating a custom team needs the Manage teams permission, which the Admin and Owner roles have.