Guide

Create a New Workspace to Onboard a New Organization

Using multiple workspaces is typically most relevant for consulting partners or managed service providers who oversee multiple clients or environments.

If you manage governance for multiple organizations, Rencore Governance should be organized as follows: Organization: Rencore Governance Workspace​.
M365 Tenant: Rencore Governance Environment in the Workspace. All users within a workspace can access all environments. Usually, a workspace has only a single environment, but if the organization has multiple tenants (e.g. production and a test tenant), you could add these.

Why should you use different workspaces per customer rather than having all tenants in one workspace?

Having workspaces per customer gives data separation. This means only their tenant is visible to them, providing client anonymity.

To create a new workspace and onboard new organizations, you will need to log into your Rencore Governance Portal:

Creating a New Workspace

  1. Click on “Workspace & Environment Selector”.
  2. Click “All workspaces”.
  3. Click “Add workspace”.
  4. Create the Workspace by completing the setup wizard as indicated in the Quick Start.

Assigning Users to a New Workspace

  1. On the Nav Panel, click “Settings”.
  2. Click “Users & Roles”.
  3. Click “Invite User”.
  4. Enter the user’s email address, set the user’s role and team as detailed in the Knowledge Base article Invite Users to a Workspace.
  5. Click “Invite”.

Demo Environment and Connecting Customers Tenant

With the creation of the new workspace, Rencore automatically creates a demo environment with fresh data within the workspace, which you can use to demo the solution to the organization without actually connecting a tenant.

When the organization is ready, you can connect the M365 tenant and scan it to explore Rencore Governance with actual real data. On the creation of an environment, a 30-day trial is started.

Tip: You can create a new trial by creating a new environment in the workspace. However, be aware that data and configuration cannot be migrated from one trial environment to another.

For details on connecting a tenant, please follow the details in the knowledge base article Add Environments to a Workspace.

Last updated: 7/2/2025