Invite users to an Environment

Invite a user to one Environment of your Workspace, or to a Virtual Environment, instead of the whole Workspace. This limits what the user can see.

Before you begin

• Only an Owner or an Admin of the Workspace can invite users. See Rencore roles.
• You need the email address of the user you want to invite.
• A user invited to a Virtual Environment only has access to that Virtual Environment, not to the rest of the Workspace. Virtual Environments can each have their own users.

Steps

1. Select the Environment or Virtual Environment in the Workspace & Environment selector.

   

2. Go to Settings > Environment Settings > Manage Permissions.

3. Click Invite User in the top-right corner.

   

4. Enter the email of the user you want to invite.

5. Select the role of the user:

   • Owner: a Workspace can have up to three Owners. The first Owner is the person who creates the Workspace.
   • Admin: this user can administer the Workspace and add new users, like the Owner. However, an Admin cannot delete Workspaces nor change owners.
   • Contributor: this user can work with data, creating dashboards, policies, 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.

6. Select the team of the user. A team decides which inventory data the user can see. Rencore Governance has a built-in team for each connector, such as Microsoft 365, Entra ID, SharePoint, Teams or Viva Engage, and an All Services team for every connector. You can also pick a custom team.

7. Click Invite.

   

What you see

The user receives an email inviting them to the Workspace in Rencore Governance.