Basic Guide to Your Workspace

Your Rencore Workspace

• Export DataGrids to PDF or Excel
• Searching Datagrid

Dashboard

• Create A Dashboard
• Add Tiles To A Dashboard
• Share Dashboard

Checks

• Create a Check from a Template
• Creating a Custom Check
• Export Checks
• Import Checks

Automation

• What Are The Available Triggers For Automations
• Add Automations
• Configure A Teams Notification For Rencore Governance Checks
• Add An Automation From A Library Template

Settings & Configuration

• Copy Environment Information

Workspace

• Create A New Workspace To Onboard A New Organization
• Delete A Workspace
• Disable An Object

Environments

• Add Environments To A Workspace
• Re Consent Permissions
• Provision A New Demo Environment

Profile Settings

• Change The Date Format
• Select A Default Workspace

Users & Roles

• Invite Users To A Workspace
• Default Roles and Permissions
• Default Teams
• Create a Custom Role
• Create a Custom Team
• Assign a User a Role and Team