Learn the basics of your Workspace

Use this page as a path through the basic guides for your Rencore Workspace, from finding data to dashboards, policies, automations and settings. Work through it when you start with Rencore Governance or set up a new Workspace.

Before you begin

• Each linked guide names the role it needs. A Reader role can view data, but creating dashboards, policies and automations needs a role with more permissions. See Rencore roles.

Steps

1. Find your data: Search Rencore Governance, Search a data grid and Export data grids to PDF or Excel.
2. Build a dashboard: Create a dashboard, Add tiles to a dashboard and Share a dashboard.
3. Set up policies: Create a policy from a template, Create a custom policy, Export policies and Import policies.
4. Add automations: What are the available triggers for automations, Add an automation, Configure a Teams notification for policies and Add an automation from a library template.
5. Check your Environment settings: Copy Environment information, Add a virtual Environment, Re-consent permissions and Provision a new demo Environment.
6. Manage Workspaces: Create a new Workspace to onboard a new organization, Delete a Workspace and Disable an object.
7. Set your profile: Change the date format and Select a default Workspace.
8. Add users and roles: Invite users to a Workspace, Default roles and permissions, Default teams, Create a custom role, Create a custom team and Assign a user a role and team.