Product area
Settings
Workspace, environment and profile settings, and users, roles and teams.
99 pages · All tags
Getting started 1
- Getting startedSet up Rencore Governance
This guide sets up Rencore Governance from sign-in to your first scan: create a Workspace, connect your tenant and give consent.
Guides 38
- Guides › Settings & configuration › Environment settings › Tenant segmentationAdd 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 & rolesAssign 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 settingsChange 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 settingsChange 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 settingsChange the language
Our products use the default browser language to determine which language to show in the products.
- Guides › Settings & configuration › Users & rolesCheck 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 & rolesCheck 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 settingsConfigure 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 settingsConfigure system notifications
How to set which system notifications Rencore Governance sends, such as consent lost and errors in automations, and who receives them.
- GuidesConnect 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 settingsConnect 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 settingsCopy 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 & rolesCreate 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 & rolesCreate 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 settingsDelete 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 settingsDisable a service
Note: All previously configured dashboards, tiles, policies, and automations using the service(s) will stop working.
- Guides › Settings & configuration › Workspace settingsDisable 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 & configurationEnvironment settings
Manage consent, connectors, scans, notifications, currency and virtual environments for one Environment.
- Guides › Settings & configuration › Environment settingsGet 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 settingsGive 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 & rolesInvite users to a Workspace
This process can only be performed by either the owner or admin of the workspace.
- Guides › Settings & configuration › Users & rolesInvite users to an Environment
This process can only be performed by either an owner or an admin of the workspace.
- Guides › Settings & configuration › Workspace settingsOnboard 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 & configurationProfile settings
Set your own preferences: the workspace that opens first and how dates, times and numbers look.
- Guides › Settings & configuration › Environment settingsRe-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 settingsRestrict 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 settingsRestrict Workspace access by domain
Warning: Domain access rules will be ignored for users with the Built-in role of Owner.
- Guides › Settings & configuration › Profile settingsSelect 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 settingsSet 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 settingsSet 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 settingsSet 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.
- GuidesSettings & configuration
Configure your Rencore Governance workspaces, environments, users and roles, and personal profile settings.
- Guides › Settings & configuration › Environment settingsTenant segmentation
Split one Microsoft 365 tenant into virtual environments, for example one per country, region or subsidiary.
- Guides › Settings & configuration › Workspace settingsTurn 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 settingsTurn 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 & configurationUsers & roles
Invite users and decide what each one can do (role) and which objects they can see (team).
- Guides › Settings & configuration › Environment settingsView 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 & configurationWorkspace settings
Connect a tenant, control who can sign in, turn on beta features and change how your workspace looks.
Concepts 2
- ConceptsRoles and teams
In Rencore Governance, roles grant permissions and teams grant access to connector data, with four built-in roles and custom ones.
- ConceptsWorkspaces and Environments
A Rencore Governance Workspace holds one Environment, your connected tenant, which Virtual Environments can split into smaller parts.
Use cases 1
- Use cases › What do you want to do?Delegate governance by country or subsidiary
Give a country, subsidiary or business unit its own view of the tenant, with admins who see and act only inside their scope.
Reference 45
- Reference › Audit logAccess reviews events
The 17 events Rencore Governance records in the audit log for Access reviews, with the event ID and category of each.
- Reference › RolesAdmin
The permissions included in the built-in Admin role in Rencore Governance, grouped by product area.
- Reference › TeamsAll services
The inventory objects that members of the built-in All services team can see in Rencore Governance, grouped by connector.
- ReferenceAudit 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 logAudit 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 logAutomation events
The 21 events Rencore Governance records in the audit log for Automation, with the event ID and category of each.
- Reference › TeamsAzure
The inventory objects that members of the built-in Azure team can see in Rencore Governance, grouped by connector.
- ReferenceBuilt-in teams
The built-in teams in Rencore Governance and the inventory objects their members can see, one team per connector.
- Reference › TeamsChatGPT Enterprise
The inventory objects that members of the built-in ChatGPT Enterprise team can see in Rencore Governance, grouped by connector.
- Reference › TeamsClaude Enterprise
The inventory objects that members of the built-in Claude Enterprise team can see in Rencore Governance, grouped by connector.
- Reference › Audit logConsent events
The 5 events Rencore Governance records in the audit log for Consent, with the event ID and category of each.
- Reference › RolesContributor
The permissions included in the built-in Contributor role in Rencore Governance, grouped by product area.
- Reference › TeamsCopilot
The inventory objects that members of the built-in Copilot team can see in Rencore Governance, grouped by connector.
- Reference › TeamsCopilot Studio
The inventory objects that members of the built-in Copilot Studio team can see in Rencore Governance, grouped by connector.
- Reference › RolesCustom 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 logDashboards events
The 9 events Rencore Governance records in the audit log for Dashboards, with the event ID and category of each.
- Reference › Audit logEmail events
The 1 event Rencore Governance records in the audit log for Email, with the event ID and category of each.
- Reference › TeamsEntra ID
The inventory objects that members of the built-in Entra ID team can see in Rencore Governance, grouped by connector.
- Reference › Audit logEnvironments events
The 17 events Rencore Governance records in the audit log for Environments, with the event ID and category of each.
- Reference › TeamsExchange
The inventory objects that members of the built-in Exchange team can see in Rencore Governance, grouped by connector.
- Reference › Audit logInventory events
The 20 events Rencore Governance records in the audit log for Inventory, with the event ID and category of each.
- Reference › Audit logJobs events
The 18 events Rencore Governance records in the audit log for Jobs, with the event ID and category of each.
- Reference › TeamsMicrosoft 365
The inventory objects that members of the built-in Microsoft 365 team can see in Rencore Governance, grouped by connector.
- Reference › TeamsMicrosoft Foundry
The inventory objects that members of the built-in Microsoft Foundry team can see in Rencore Governance, grouped by connector.
- Reference › TeamsOneDrive
The inventory objects that members of the built-in OneDrive team can see in Rencore Governance, grouped by connector.
- Reference › RolesOwner
The permissions included in the built-in Owner role in Rencore Governance, grouped by product area.
- Reference › TeamsPlanner
The inventory objects that members of the built-in Planner team can see in Rencore Governance, grouped by connector.
- Reference › Audit logPolicies events
The 8 events Rencore Governance records in the audit log for Policies, with the event ID and category of each.
- Reference › TeamsPower Apps
The inventory objects that members of the built-in Power Apps team can see in Rencore Governance, grouped by connector.
- Reference › TeamsPower Automate
The inventory objects that members of the built-in Power Automate team can see in Rencore Governance, grouped by connector.
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- Reference › TeamsPower BI
The inventory objects that members of the built-in Power BI team can see in Rencore Governance, grouped by connector.
- Reference › Audit logProvisioning events
The 3 events Rencore Governance records in the audit log for Provisioning, with the event ID and category of each.
- Reference › RolesReader
The permissions included in the built-in Reader role in Rencore Governance, grouped by product area.
- Reference › Audit logReport events
The 7 events Rencore Governance records in the audit log for Report, with the event ID and category of each.
- Reference › Audit logReview events
The 30 events Rencore Governance records in the audit log for Review, with the event ID and category of each.
- ReferenceRoles
The built-in roles you can give Rencore Governance users in a Workspace, with links to the permissions each role includes.
- Reference › Audit logRoles events
The 4 events Rencore Governance records in the audit log for Roles, with the event ID and category of each.
- Reference › Audit logSettings events
The 54 events Rencore Governance records in the audit log for Settings, with the event ID and category of each.
- Reference › TeamsSharePoint
The inventory objects that members of the built-in SharePoint team can see in Rencore Governance, grouped by connector.
- Reference › TeamsTeams
The inventory objects that members of the built-in Teams team can see in Rencore Governance, grouped by connector.
- Reference › Audit logTeams events
The 4 events Rencore Governance records in the audit log for Teams, with the event ID and category of each.
- ReferenceUser permissions
Every permission a Rencore Governance user can hold, by product area, with the built-in roles that include each one.
- Reference › Audit logUsers events
The 10 events Rencore Governance records in the audit log for Users, with the event ID and category of each.
- Reference › TeamsViva Engage
The inventory objects that members of the built-in Viva Engage team can see in Rencore Governance, grouped by connector.
- Reference › Audit logWorkspaces events
The 28 events Rencore Governance records in the audit log for Workspaces, with the event ID and category of each.
FAQ 1
- FAQWhy are system notifications not showing up in my workspace?
When system notifications are not showing up in your workspace, please check if "Demo Mode" has been enabled, since turning it on will hide all forms of…
Glossary 11
- GlossaryAdmin 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…
- GlossaryAudit 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…
- GlossaryBeta 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…
- GlossaryBuilt-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…
- GlossaryBuilt-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…
- GlossaryCustom 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.
- GlossaryCustom 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…
- GlossaryDemo 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.
- GlossaryEnvironment notifications
Environment notifications are the emails Rencore Governance sends when something in an Environment needs attention. You turn each one on under Notifications in…
- GlossaryRoles 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…
- GlossaryVirtual 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…