Invite Users to a Workspace

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

1. Click on “Settings”.

2. Click on “Users & Roles”.
   

   <img alt=“Click on “Users & Roles"" src=“/images/docs/0VFJNCZZ7qQrvAlLz4Y1.png”>

3. Click the “Invite User” button in the top-right corner.<img alt=“Click the “Invite User” button in the top-right corner” src=“/images/docs/jMwsFypBnKXn1cbel72W.png”>
   

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. They can manage the Environment, and add and remove 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.

   <img alt=“Click “Invite” and they will receive an email inviting them to the workspace in Rencore Governance” src=“/images/docs/rRdXDSsYaaqOZPdEcQnI.png”>