Guide

Invite Users to an Environment

This process can only be performed by either an owner or an admin of the workspace.
Adding a user to an environment instead of a workspace provides an additional level of security. A Global user who is invited to a workspace has access to all environments within that workspace. Inviting a user to the environment means that the user only has access to that specific environment within the workspace.

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

  1. Select the desired environment using the “Workspace & Environment selector”.

  2. Click on “Settings”.

  3. Click on “Environment Settings”.

  4. Click on “Manage Permissions”.

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

  6. Enter the email address of the user you want to invite to your Environment.

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

    • Owner: There should be at least one owner, and that is the first person to create the workspace (limited to a maximum of 3).
    • 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 custom role created by a workspace Owner or Admin.

  8. Select what team 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.
    • Enta ID: This team has access to the entities for the Entra ID service 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 Yammer.
    • Exchange: This team has access to entities for the service Exchange.

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


Last updated: 7/2/2025