Guide

Invite Users To A Workspace

This process can only be performed by either the owner or admin of the workspace.

To add a user to your workspace, you will need to:

  1. Click on “Settings”.

  2. Click on “Users & Roles”.

  3. Click the “Invite User” button in the top-right corner.

  4. Enter the email address of the user you want to invite to your workspace.

  5. Select what role you want that user to be:

    • Owner: There should only be one owner, and that is the first person to create the workspace.
    • Admin: This user has the same rights as the owner, where they can add and remove environments, Workspaces, Dashboards, and Users.
    • Contributor: This user can work with data, creating dashboards, checks, inventories, etc.
    • Reader: This user can only read the data granted to them.
    • Custom Role: A Role that has been created by a Workspace Administrator or Owner.

  6. Select what team(s) you want that user to be in:

    • All Services: This team has access to the entities for all services.
    • Microsoft 365: This team has access to the entities for the service Microsoft 365.
    • Power Automate: This team has access to the entities for the service Power Automate and includes Users and Groups from Microsoft 365.
    • Power Apps: This team has access to the entities for the service Power Apps and includes Users and Groups from Microsoft 365.
    • SharePoint: This team has access to the entities for the service SharePoint and includes Users and Groups from Microsoft 365.
    • OneDrive: This team has access to the entities for the service OneDrive and includes Users and Groups from Microsoft 365.
    • Entra ID: This team has access to the entities for the service Entra ID and includes all entities for the Microsoft 365 service.
    • Teams: This team has access to the entities for the service Teams and includes Users and Groups from Microsoft 365.
    • Viva Engage: This team has access to entities for the service Viva Engage.
    • Exchange: This team has access to entities for the service Exchange.

  7. Click “Invite” and they will receive an email inviting them to the workspace in Rencore Governance.


Last updated: 7/2/2025