Built-in actions for SharePoint
AI summary
Rencore Governance provides built-in actions you can run on SharePoint objects in your inventory, either individually or in batches. These actions are organized by the type of object they modify: workspaces and sites, content and files, users and access, and deleted or locked items. Each category offers specific actions for management tasks like adding administrators, managing sharing, restoring permissions, and recovering deleted content.
These are the built-in actionsBuilt-in actionA built-in action is a ready-made operation you run directly on inventory objects without building an automation, for example adding a user to a Team.Read more for SharePoint. You run them on objects you select in the inventory, one at a time or many at once. They are grouped by the kind of object they change.
See the SharePoint inventory reference for the objects these templates work on.
Workspaces and sites 8
The places where people work together: teams, sites, groups, projects and environments.
| Action | Description | Applies to |
|---|---|---|
| Add or remove a SharePoint Site CollectionSite collectionA site collection is the top-level SharePoint container that holds a root site, its subsites, lists, libraries and files.Read more Administrator | Runs on the Site collection objects you select in the inventory. | Site collection |
| Delete SharePoint Site Collection | Runs on the Site collection objects you select in the inventory. | Site collection |
| Add user to a SharePoint Site | Runs on the Site collection objects you select in the inventory. | Site collection |
| Remove user from a SharePoint Site | Runs on the Site collection objects you select in the inventory. | Site collection |
| Remove user from a SharePoint Site Collection | Runs on the Site collection objects you select in the inventory. | Site collection |
| Restore broken inheritancePermission inheritanceSharePoint sites, lists, folders and files inherit their permissions from their parent by default.Read more for SharePoint Site | Runs on the Site objects you select in the inventory. | Site |
Show 2 more actions
| Action | Description | Applies to |
|---|---|---|
| Set SharePoint Site Collection lock/read only state | Runs on the Site collection objects you select in the inventory. | Site collection |
| Set Quota for Site Collection | Runs on the Site collection objects you select in the inventory. | Site collection |
Content and files 7
What people store and create inside those places: files, folders, lists, reports and conversations.
| Action | Description | Applies to |
|---|---|---|
| Remove SharePoint file versionsVersion historyVersion history keeps earlier versions of each file in a SharePoint or OneDrive library.Read more | Runs on the File objects you select in the inventory. | File |
| Archive or unarchive a SharePoint file | Runs on the File objects you select in the inventory. | File |
| Remove document sharing | Runs on the File objects you select in the inventory. | File |
| Remove document sharing | Runs on the Folder objects you select in the inventory. | Folder |
| Restore broken inheritance for SharePoint File | Runs on the File objects you select in the inventory. | File |
| Restore broken inheritance for SharePoint Folder | Runs on the Folder objects you select in the inventory. | Folder |
| Restore broken inheritance for SharePoint List | Runs on the List/library objects you select in the inventory. | List/library |
Users, groups and access 2
Who is in the tenant, which groups and roles they hold, and what is shared with whom.
| Action | Description | Applies to |
|---|---|---|
| Add or remove a SharePoint Site Collection Administrator | Runs on the User objects you select in the inventory. | User |
| Remove document sharing | Runs on the File sharingSharing linkA sharing link is a link in SharePoint or OneDrive that grants access to a file or folder, sometimes to people outside your organization.Read more objects you select in the inventory. | File sharing |
Deleted, locked and redirected objects 2
Objects that were deleted, locked or moved, so you can restore or clean them up.
| Action | Description | Applies to |
|---|---|---|
| Restore Site Collection from recycle bin | Runs on the Deleted site collectionDeleted objectWhen you delete a user or a Microsoft 365 group, Microsoft Entra ID keeps it soft-deleted for 30 days.Read more objects you select in the inventory. | Deleted site collection |
| Unlock SharePoint Site Collection | Runs on the Locked site collection objects you select in the inventory. | Locked site collection |
Frequently asked questions
Which built-in actions can I run on SharePoint objects?
Which built-in actions can I run on SharePoint objects?19 built-in actions, such as Add or remove a SharePoint Site Collection Administrator, Delete SharePoint Site Collection, Remove SharePoint file versions and 13 more.
Which SharePoint objects do the built-in actions work on?
Which SharePoint objects do the built-in actions work on?Site collection, User, File, Deleted site collection and 5 more.
What is the difference between a built-in action and an automation?
A built-in action is a change you run yourself on objects you select. An automation runs its steps for you.
Which module includes the SharePoint connector?
Which module includes the SharePoint connector?The SharePoint connector is part of the Digital Workplace module of Rencore Governance, which every Plan includes. The connector is generally available.