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Workspace, environment and profile settings, and users, roles and teams.

99 pages · All tags

Getting started 1

Guides 38

  • Guides › Settings & configuration › Environment settings › Tenant segmentation
    Add a Virtual Environment

    How to add a Virtual Environment, a segment of one Microsoft 365 tenant with its own permissions, appearance and services, for a department or region.

  • Guides › Settings & configuration › Users & roles
    Assign a user a role and team

    How to give a Rencore Governance user a role, such as Admin or Reader, and add them to a team that sets which objects they can see.

  • Guides › Settings & configuration › Environment settings
    Change an Environment currency

    How to change the currency of an Environment in Rencore Governance. Values such as license costs switch to it after the next scan of that area.

  • Guides › Settings & configuration › Workspace settings
    Change the appearance of Rencore Governance

    How to change the branding of your Rencore Governance Workspace, such as its logo and colors, with a preview before you save.

  • Guides › Settings & configuration › Workspace settings
    Change the language

    Our products use the default browser language to determine which language to show in the products.

  • Guides › Settings & configuration › Users & roles
    Check the default roles and permissions

    The four built-in roles in Rencore Governance, Owner, Admin, Contributor and Reader, and what each one can do.

  • Guides › Settings & configuration › Users & roles
    Check the default teams

    Rencore Governance has eighteen built-in teams, one per connector and one for all, and each decides which inventory data its members see.

  • Guides › Settings & configuration › Workspace settings
    Configure inventory objects

    How to switch off an inventory object or relation in Rencore Governance, or change how often an object is updated by scans.

  • Guides › Settings & configuration › Environment settings
    Configure system notifications

    How to set which system notifications Rencore Governance sends, such as consent lost and errors in automations, and who receives them.

  • Guides
    Connect a service

    This guide turns on a Rencore Governance connector and gives it access, with notes for Power Platform, Azure, Foundry, Claude and ChatGPT.

  • Guides › Settings & configuration › Workspace settings
    Connect a tenant to a Workspace

    How to connect your Microsoft 365 tenant to a Rencore Governance Workspace, so it scans your own data.

  • Guides › Settings & configuration › Environment settings
    Copy Environment information

    How to copy the details of your Workspace and Environment in Rencore Governance, so you can paste them into a support request.

  • Guides › Settings & configuration › Users & roles
    Create a custom role

    How to create a custom role in Rencore Governance with a name, a description and exactly the permissions you choose.

  • Guides › Settings & configuration › Users & roles
    Create a custom team

    How to create a custom team in Rencore Governance and choose the services and objects its members can see.

  • Guides › Settings & configuration › Workspace settings
    Delete a Workspace

    How to delete a Rencore Governance Workspace. It deletes all its data and ends the Subscription; support can restore the data for 30 days only.

  • Guides › Settings & configuration › Environment settings
    Disable a service

    Note: All previously configured dashboards, tiles, policies, and automations using the service(s) will stop working.

  • Guides › Settings & configuration › Workspace settings
    Disable external services

    Rencore Governance uses some external services for chat, feedback and usage data. This page shows which of them you can turn off yourself.

  • Guides › Settings & configuration
    Environment settings

    Manage consent, connectors, scans, notifications, currency and virtual environments for one Environment.

  • Guides › Settings & configuration › Environment settings
    Get a demo Environment

    How to get a Rencore Governance demo Environment with demo data: sign up at try.rencore.com. It cannot connect a real tenant and runs for 14 days.

  • Guides › Settings & configuration › Environment settings
    Give Power Platform consent with the admin consent workflow

    How to give Rencore Governance consent for Power Platform when your tenant uses the Microsoft admin consent workflow, in three steps.

  • Guides › Settings & configuration › Users & roles
    Invite users to a Workspace

    This process can only be performed by either the owner or admin of the workspace.

  • Guides › Settings & configuration › Users & roles
    Invite users to an Environment

    This process can only be performed by either an owner or an admin of the workspace.

  • Guides › Settings & configuration › Workspace settings
    Onboard a new organization

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

  • Guides › Settings & configuration
    Profile settings

    Set your own preferences: the workspace that opens first and how dates, times and numbers look.

  • Guides › Settings & configuration › Environment settings
    Re-consent permissions

    How to consent again to the permissions Rencore Governance needs for an Environment, from Environment Settings or a direct link.

  • Guides › Settings & configuration › Workspace settings
    Restrict Entra ID users to Rencore Governance and Rencore Nova

    How to control in Microsoft Entra ID which users can sign in or sign up to Rencore Governance and Rencore Nova. It does not grant Workspace access.

  • Guides › Settings & configuration › Workspace settings
    Restrict Workspace access by domain

    Warning: Domain access rules will be ignored for users with the Built-in role of Owner.

  • Guides › Settings & configuration › Profile settings
    Select a default Workspace

    If you manage or have access to more than one Workspace, you can select which is the default one that is loaded when signing into Rencore Governance.

  • Guides › Settings & configuration › Environment settings
    Set up custom mail settings

    How to send Rencore Governance emails from your own mail server instead of from rencore.com, for automation messages only or for all messages.

  • Guides › Settings & configuration › Environment settings
    Set up Environment notifications

    How to choose who Rencore Governance notifies for an Environment when consent is lost, an automation fails or a scan has problems.

Show all 38 pages
  • Guides › Settings & configuration › Profile settings
    Set your default date, time and number format

    How to set the date, time and number format Rencore Governance uses for you, by choosing a region in your profile.

  • Guides
    Settings & configuration

    Configure your Rencore Governance workspaces, environments, users and roles, and personal profile settings.

  • Guides › Settings & configuration › Environment settings
    Tenant segmentation

    Split one Microsoft 365 tenant into virtual environments, for example one per country, region or subsidiary.

  • Guides › Settings & configuration › Workspace settings
    Turn on a beta feature

    How Workspace Owners switch on a Rencore Governance beta feature to try it early, and the conditions that apply to beta features.

  • Guides › Settings & configuration › Workspace settings
    Turn on beta preview

    How Workspace Owners switch on the beta preview in Rencore Governance to see features before release, and the conditions that apply.

  • Guides › Settings & configuration
    Users & roles

    Invite users and decide what each one can do (role) and which objects they can see (team).

  • Guides › Settings & configuration › Environment settings
    View scan job history

    Rencore Governance allows you to view the complete scan job history for an environment, including jobs that have completed and ones that are currently running.

  • Guides › Settings & configuration
    Workspace settings

    Connect a tenant, control who can sign in, turn on beta features and change how your workspace looks.

Concepts 2

  • Concepts
    Roles and teams

    In Rencore Governance, roles grant permissions and teams grant access to connector data, with four built-in roles and custom ones.

  • Concepts
    Workspaces and Environments

    A Rencore Governance Workspace holds one Environment, your connected tenant, which Virtual Environments can split into smaller parts.

Use cases 1

Reference 45

  • Reference › Audit log
    Access reviews events

    The 17 events Rencore Governance records in the audit log for Access reviews, with the event ID and category of each.

  • Reference › Roles
    Admin

    The permissions included in the built-in Admin role in Rencore Governance, grouped by product area.

  • Reference › Teams
    All services

    The inventory objects that members of the built-in All services team can see in Rencore Governance, grouped by connector.

  • Reference
    Audit log

    Every event Rencore Governance records in the audit log, one page per product area, with the event ID and category of each.

  • Reference › Audit log
    Audit log events

    The 3 events Rencore Governance records in the audit log for Audit log, with the event ID and category of each.

  • Reference › Audit log
    Automation events

    The 21 events Rencore Governance records in the audit log for Automation, with the event ID and category of each.

  • Reference › Teams
    Azure

    The inventory objects that members of the built-in Azure team can see in Rencore Governance, grouped by connector.

  • Reference
    Built-in teams

    The built-in teams in Rencore Governance and the inventory objects their members can see, one team per connector.

  • Reference › Teams
    ChatGPT Enterprise

    The inventory objects that members of the built-in ChatGPT Enterprise team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    Claude Enterprise

    The inventory objects that members of the built-in Claude Enterprise team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Consent events

    The 5 events Rencore Governance records in the audit log for Consent, with the event ID and category of each.

  • Reference › Roles
    Contributor

    The permissions included in the built-in Contributor role in Rencore Governance, grouped by product area.

  • Reference › Teams
    Copilot

    The inventory objects that members of the built-in Copilot team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    Copilot Studio

    The inventory objects that members of the built-in Copilot Studio team can see in Rencore Governance, grouped by connector.

  • Reference › Roles
    Custom role

    A custom role in Rencore Governance combines any of the permissions listed here, grouped by area, instead of a fixed built-in role.

  • Reference › Audit log
    Dashboards events

    The 9 events Rencore Governance records in the audit log for Dashboards, with the event ID and category of each.

  • Reference › Audit log
    Email events

    The 1 event Rencore Governance records in the audit log for Email, with the event ID and category of each.

  • Reference › Teams
    Entra ID

    The inventory objects that members of the built-in Entra ID team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Environments events

    The 17 events Rencore Governance records in the audit log for Environments, with the event ID and category of each.

  • Reference › Teams
    Exchange

    The inventory objects that members of the built-in Exchange team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Inventory events

    The 20 events Rencore Governance records in the audit log for Inventory, with the event ID and category of each.

  • Reference › Audit log
    Jobs events

    The 18 events Rencore Governance records in the audit log for Jobs, with the event ID and category of each.

  • Reference › Teams
    Microsoft 365

    The inventory objects that members of the built-in Microsoft 365 team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    Microsoft Foundry

    The inventory objects that members of the built-in Microsoft Foundry team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    OneDrive

    The inventory objects that members of the built-in OneDrive team can see in Rencore Governance, grouped by connector.

  • Reference › Roles
    Owner

    The permissions included in the built-in Owner role in Rencore Governance, grouped by product area.

  • Reference › Teams
    Planner

    The inventory objects that members of the built-in Planner team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Policies events

    The 8 events Rencore Governance records in the audit log for Policies, with the event ID and category of each.

  • Reference › Teams
    Power Apps

    The inventory objects that members of the built-in Power Apps team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    Power Automate

    The inventory objects that members of the built-in Power Automate team can see in Rencore Governance, grouped by connector.

Show all 45 pages
  • Reference › Teams
    Power BI

    The inventory objects that members of the built-in Power BI team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Provisioning events

    The 3 events Rencore Governance records in the audit log for Provisioning, with the event ID and category of each.

  • Reference › Roles
    Reader

    The permissions included in the built-in Reader role in Rencore Governance, grouped by product area.

  • Reference › Audit log
    Report events

    The 7 events Rencore Governance records in the audit log for Report, with the event ID and category of each.

  • Reference › Audit log
    Review events

    The 30 events Rencore Governance records in the audit log for Review, with the event ID and category of each.

  • Reference
    Roles

    The built-in roles you can give Rencore Governance users in a Workspace, with links to the permissions each role includes.

  • Reference › Audit log
    Roles events

    The 4 events Rencore Governance records in the audit log for Roles, with the event ID and category of each.

  • Reference › Audit log
    Settings events

    The 54 events Rencore Governance records in the audit log for Settings, with the event ID and category of each.

  • Reference › Teams
    SharePoint

    The inventory objects that members of the built-in SharePoint team can see in Rencore Governance, grouped by connector.

  • Reference › Teams
    Teams

    The inventory objects that members of the built-in Teams team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Teams events

    The 4 events Rencore Governance records in the audit log for Teams, with the event ID and category of each.

  • Reference
    User permissions

    Every permission a Rencore Governance user can hold, by product area, with the built-in roles that include each one.

  • Reference › Audit log
    Users events

    The 10 events Rencore Governance records in the audit log for Users, with the event ID and category of each.

  • Reference › Teams
    Viva Engage

    The inventory objects that members of the built-in Viva Engage team can see in Rencore Governance, grouped by connector.

  • Reference › Audit log
    Workspaces events

    The 28 events Rencore Governance records in the audit log for Workspaces, with the event ID and category of each.

FAQ 1

Glossary 11

  • Glossary
    Admin center

    An admin center is the web portal where administrators manage one Microsoft service, such as the Microsoft 365 admin center, the Teams admin center or the…

  • Glossary
    Audit log

    The audit log records the actions performed in a Rencore Governance Workspace, with who did it and when. Owners, and custom roles with the View Audit Log…

  • Glossary
    Beta features

    Beta features are early versions of Rencore Governance functionality that might later be released to all users. They are used at your own risk and can change…

  • Glossary
    Built-in role

    A built-in role is one of the four roles every Rencore Governance Workspace comes with: Owner, Admin, Contributor and Reader. Role-based access control with…

  • Glossary
    Built-in team

    A built-in team is a default Rencore Governance team that decides which inventory objects a user can see. Role-based access control with them is included in…

  • Glossary
    Custom role

    A custom role is a role you build yourself in Rencore Governance when no built-in role fits. Custom roles are only available on the Enterprise Plan.

  • Glossary
    Custom team

    A custom team is a team you build yourself in Rencore Governance to control which inventory objects its members can see. Custom teams are only available on the…

  • Glossary
    Demo environment and Demo Mode

    A demo environment is an Environment filled with demo data instead of tenant data. You get one by signing up at try.rencore.com.

  • Glossary
    Environment notifications

    Environment notifications are the emails Rencore Governance sends when something in an Environment needs attention. You turn each one on under Notifications in…

  • Glossary
    Roles and teams

    Roles and teams control what each user can do and see in a Workspace. Each user is assigned a role, which grants permissions, and a team, which grants access…

  • Glossary
    Virtual Environment

    A Virtual Environment is a logical segment of the data in one Microsoft 365 tenant, for example a department, region or subsidiary. Creating Virtual…