#Workspace and Service Management

Workspace and service management provides centralized settings to control how workspaces and services are configured, secured, and maintained in AvePoint Cloud Governance. These options allow administrators to manage authentication, notifications, integrations, metadata, reporting, and advanced workspace behaviors to ensure consistent governance and efficient administration across the environment.

#Manage API Authentication Profiles

To consume AvePoint Cloud Governance API, you need an access token. An access token can be generated via a client ID and a client secret. To obtain a client ID and a client secret, configure an API authentication profile. To manage API authentication profiles, click the API authentication profiles card on the System settings page and go to the API authentication profiles page.

To create API authentication profiles, click Create on the ribbon, and then configure the following settings:

When you finish, click Save to save all your configurations.

After you click Save, the Note window appears for you to view the API authentication details. Note that the client secret will only be displayed one time, and you cannot retrieve it after you close the window. You can click the copy () button to copy the client secret to your clipboard.

With the client ID and client secret, you can generate an access token to call the AvePoint Cloud Governance API. For details, see AvePoint Cloud Governance API.

#Configure the Administrator Notification

Administrator notification allows you to configure a notification to inform the administrator contact if any service request encounter an error.

To configure administrator notification settings, click the Administrator notification card on the System settings page, and complete the following configurations:

Click Save to save the configurations.

#Manage Archived Team Governance

You can manage the state and related tasks of archived teams. To configure the setting for managing the archived teams, click Archived team governance card on the System settings page, you can choose to turn on or off the Enable archived team governance toggle. Note that the setting only takes effect on teams that have applied modern team renewal profiles.

Click Save to save all your configurations.

#Manage Available Services and Questionnaires

You can manage the scope of provisioning services and questionnaires that are available for users when they click Create a workspace. To manage available services/questionnaires, click the Available services/questionnaires card on the System settings page. Then, complete the following steps:

1. Select one or more services and questionnaires under the various categories, and your selected services and questionnaires will be available after users click Create a workspace. You can click Select all to select all services and questionnaires under each category, as well as click Clear all to deselect all selected services and questionnaires.

   *Note: If there are no available services and questionnaires in this setting, you can go to configure the services and questionnaires in the classic Cloud Governance admin center at first.

2. Click Save to save your configurations.

Note the following:

#Configure Bulk Action Confirmation

You can configure to show a confirmation pop-up before executing bulk actions in the Workspace report, highlighting the object count that will be affected by the actions. To configure the bulk action confirmation, click the Bulk action confirmation card on the System settings page.

To enable the bulk action confirmation, turn on the Show a confirmation pop-up with the selected object count before executing action in workspace report toggle, and enter a number as the confirmation threshold. Bulk action confirmations will be shown when the number of affected objects for the action exceed the entered number.

When you finish, click Save to save your configurations.

#Manage Categories

You can manage categories which are used to organize services, approval processes, policies, questionnaires, etc., into logical groupings. To manage categories, click the Category management card on the System settings page and go to the Category management page.

To create categories, click Create on the ribbon, and then configure the following settings:

When you finish, click Save to save your configurations.

#Configure Channel Settings

To configure whether to allow channels to follow the settings of the policy or profile of their parent teams, click the Channel settings card on the System settings page to open the Channel settings panel. In this panel, you can configure settings for private channels and shared channels.

Select the corresponding checkboxes in the Private channel settings or Shared channel settings section if you want to allow channels to follow the external sharing settings, access settings, or site storage of their parent teams, and click Save to save your configurations.

#Manage Contact Membership

For site collections, Microsoft 365 Groups, Microsoft Entra groups, teams, Viva Engage communities, guest users, shared mailboxes, and Power BI workspaces managed by AvePoint Cloud Governance, you can now configure the automatic management of the contact membership through the management process in Cloud Governance. To manage the contact membership, click the Contact membership card on the System settings page. In the Contact membership panel, configure the following settings:

When you finish, click Save to save all your configurations.

#Configure Group/Team Advanced Settings

To configure Microsoft 365 Groups or Microsoft Teams advanced settings, such as classification or restriction of the group or team provisioning, click the Group/Team advanced settings card on the System settings page to open the Microsoft 365 Groups/Microsoft Teams advancedsettings panel. Then, configure the following settings in the panel:

When you finish, click Save to save all your configurations.

#Configure Impersonation Accounts

AvePoint Cloud Governance uses Microsoft Graph API as the default and recommended method for Microsoft 365 Groups and Microsoft Teams provisioning and management. However, you can choose to use Exchange Web Services API in the classic Cloud Governance admin center if you have the following requirements for group/team management:

For more details, refer to Appendix H - About Microsoft Graph API (Recommended Method for Microsoft 365 Groups and Microsoft Teams Management) and Appendix I - About Exchange Web Services API.

With impersonation accounts configured, AvePoint Cloud Governance will use the credentials of the impersonation accounts to invoke the Exchange Web Services API and manage groups/teams. To configure impersonation accounts to enable Exchange Web Services API, click the Impersonation account card on the System settings page.

In the Impersonation account panel, turn on the toggle () for the tenant that you want to enable the impersonation account, and then configure the following settings:

*Note: To ensure your Microsoft 365 tenant can be retrieved, a Microsoft 365 (All permissions) app profile must be created in AvePoint Online Services > Management > App management.

When you finish, click Save to save your configurations.

#Configure News and Updates

You can define the news and updates that are shown to end users in the portal. To configure news and updates, click the News & updates card on the System settings page, and complete the following configurations in the News & updates panel:

When you finish, click Save to save your configurations.

#Sync Metadata as Open Extensions

By default, workspace metadata is saved in the workspace-connected site property bag. Open extensions provide an efficient way of retrieving metadata for AvePoint Online Services Auto Discovery and Cloud Governance management processes. For more instructions about open extensions, refer to What are open extensions.

To optimize the performance of retrieving metadata, click the Open extensions configuration card on the System settings page. In the Open extensions configuration page, you can choose to Save metadata in the site property bag and as open extensions to the group resource, then click Save. Note the following if you choose to sync metadata as open extensions to the group resource:

If you want to sync existing workspace metadata as open extensions to the group resource and immediately start the sync process, complete the following steps:

1. Click Add to open the Add metadata panel.

2. Select one or more metadata and click Add to list.

3. Note the following:

   • You can add up to 10 metadata to the list.

   • The table below lists the metadata types that can be synced to open extension and how metadata values are stored:

Metadata Type	Sample Metadata Value	Sample Extension Value
Yes/No (checkbox)	Yes	1
Yes/No (checkbox)	No	0
Choice (menu to choose from)	Value	Value
Choice (checkbox)	Value 1,Value 2	Value 1;Value 2
Managed metadata (single value)	Term 1	Term 1
Managed metadata (multiple values)	Term 1,Term 2	Term 1;Term 2
Microsoft Entra property (text)	Value	Value
Microsoft Entra property (user)	{User login name}	{User login name}

4. Click Trigger to start the sync process.

#Enable Integration with Insights for Renewal Permission Index

Integration with AvePoint Insights will retrieve user and group permissions on demand for newly generated workspace renewal tasks. This integration will ensure the renewal task assignees are always reviewing the latest permissions changes when completing the workspace renewal tasks. To enable integration with Insights, click the Renewal permission index card on the System settings page.

For the tenants that you want to enable the site permission index for workspace renewals with Insights, turn on the toggle () for the tenants and click Save when you finish your configuration. With the option enabled, the renewal process will have an updated user experience and additional configuration options available.

Note the following if you want to enable the renewal permission index with Insights:

#Manage Report Data Retention

By default, AvePoint Cloud Governance retains up to two years of report data displayed in the workspace management timeline and four years of request data displayed in the request report. You can also customize the retention period for report data. If you want to store historical report data older than the retention period, select a storage location to automatically archive the data.

To manage Report data retention management, click the Report data retention management card on the System settings page, and then complete the following configurations:

When you finish, click Save to save your configurations.

#Configure Report Permission Groups

To delegate out the management of workspaces to help balance the management workload, you can share the report in the Cloud Governance admin center to end users by configuring a report permission group and granting specific report permissions to the group. Users in the group can access the report and perform allowed management actions based on applied permissions. To create the group, click the Report permission group card on the System settings page.

To create a report permission group, click Create on the ribbon to open the Create group panel and configure the following settings:

1. Name – Enter a name for the group.

2. Description – Enter an optional description for the group.

3. Group owner – Specify one or more users to be the group owner.

4. User condition – Configure conditions to dynamically choose what users are included in the group by clicking Add condition. Then, complete the following steps in the Add condition panel:

   1. Select one of the following conditions:

      • Microsoft 365 users/groups – Microsoft 365 users or users in specific Microsoft 365 Groups will be included in the group.

      • Microsoft Entra property – Users whose Microsoft Entra property values match specific values will be included in the group.

   2. Then, configure the Allowed values for the corresponding condition:

      • If you select Microsoft 365 users/groups as the condition, enter the usernames or group names in the text box, and then select your desired one from the suggested values.

      • If you select Microsoft Entra property as the condition, select a Microsoft 365 tenant first. Select from the Built-in properties or Custom properties, and then enter property values in the text box. If you enter multiple values, make sure to separate each value with a semicolon.

   3. Click Save to save your configurations.

   4. You can add multiple conditions to the table. If you add multiple conditions, choose one of the following options to define the logic option for these conditions:

      • Match any single condition – If you choose this option, the users who conform to any of the conditions in the table will be included in the group.

      • Match all conditions – If you choose this option, the users who conform to all conditions in the table will be included in the group.

5. Report permission – Assign report permissions to the group to determine what actions users can execute by clicking Add permission. Then, complete the following steps in the Add permission panel. Note that a group can have only one permission to a report.

   1. Report – Select a report that users can access.

   2. Report view – Click Add view to select built-in or published views that users can access in the Add view panel, and then click Save to save the configurations.

   3. Allowed action – Select the report actions that users in the group are allowed to execute in the report.

   4. Click Save to save the permissions.

6. Click Save to save your configurations.

#Enable Integration with Sensitivity Labels

You can enable the integration with sensitivity labels for site collections, Microsoft 365 Groups, and Microsoft Teams in your organization that are managed by Cloud Governance. Integration with sensitivity labels will allow the Create Team, Create Group, Create Site Collection, and Create Viva Engage Community services to leverage these labels when a business user submits the request form. To enable the sensitivity label integration, click the Sensitivity labels card on the System settings page.

For the tenants that you want to enable the integration with sensitivity labels, turn on the toggle () for the tenants and click Save when you finish your configuration. If you want to enable sensitivity labels, the Microsoft Entra ID Premium license is required in your tenant.

With the sensitivity labels enabled, note the following:

#Configure Shared Mailbox Delegate Settings

You can define whether to automatically grant the "Send as" permission to shared mailbox members in shared mailbox related services, renewal, and settings. To configure shared mailbox delegate settings, click the Shared mailbox delegate settings card on the System settings page. Then, you can choose to turn on or off the Automatically grant the "Send as" permission to shared mailbox members toggle.

Click Save to save all your configurations.

#Manage Site Information Card

The Site Information Card App allows business users to view governance details and initiate service requests directly within their Microsoft 365 workspace through a redesigned, in-context information card.

Note the following:

To configure what information will be displayed on the Site Information Card App, click the Site Information Card management card on the System settings page. In the Site Information Card management panel, select the information to display for site collections, Microsoft 365 Groups, Microsoft Teams, and Viva Engage communities:

To display all information above in the Site Information Card, select Select all.

Click Save to save your configurations.

#Install Site Information Card App

Complete the following steps to install the Site Information Card App:

1. If your tenant has installed the classic Cloud Governance Panel App, uninstall it first before installing the upgraded Site Information Card App using the following steps. Otherwise, you can go to step 2 directly.

   1. Go to the More features page in the SharePoint admin center and select Open under Apps. The Manage apps page appears.

   2. Select the Cloud Governance Panel App and click Delete on the ribbon.

      *Note: Make sure that you delete the correct app with one of the following product ID:

      • A0B9484F-DB7D-48C1-A074-D702FFECA74F

      • 8142967A-1048-4DC0-A0B1-87E17AC181B1

      If you cannot find the product ID column from the table, click Apps > Add or remove fields in the upper-right corner of the table, select Product ID, and click Apply.

2. Install the Site Information Card App and approve required permission.

   1. Download the app package via the following links based on the Cloud Governance environment you are using:

      *Note: The product ID of the downloaded app is 8142967A-1048-4DC0-A0B1-87E17AC181B1.

Environment	Download link	Version	Released Time
Commercial Production Environment	ModernSitePanelExtension_Commercial.sppkg	2.0.0.3	January 2026
Microsoft 365 US Government GCC Environment	ModernSitePanelExtension_GovProd_GCC.sppkg	2.0.0.3	January 2026
Microsoft 365 US Government GCC High Environment	ModernSitePanelExtension_GovProd_GCCH.sppkg	2.0.0.3	January 2026
21Vianet Production Environment	ModernSitePanelExtension_21v_Prod.sppkg	2.0.0.3	January 2026
PH Production GCC Environment	ModernSitePanelExtension_PH_Prod_GCC.sppkg	2.0.0.0	June 2025
PH Production GCC High Environment	ModernSitePanelExtension_PH_Prod_GCCH.sppkg	2.0.0.0	June 2025

#Upgrade to New App Version

1. Download the new app package using the download link in the Install Site Information Card App section above. You can optionally customize the Site Information Card icon with instructions in the section.

2. Upload the new app package and approve required permission.

   1. Go to the More features page in the SharePoint admin center and select Open under Apps. The Manage apps page appears.

   2. Click Upload on the ribbon, select the new app package, and click Open to upload the package.

   3. A window appears reminding that a file with the same name already exists. Click Replace in the window.

   4. After the app is successfully uploaded, the Enable app panel appears.

   5. Select Enable this app and add it to all sites and click Enable app.

   6. The Approve access so this app works as designed panel appears, click Go to API access page.

   7. In Pending requests > Organization-wide, select the cloudgovernance_users_impersonation permission and click Approve on the ribbon.

#Configure Site Collection Lock Messages

You can set custom site collection locked messages by configuring the header and/or footer, which will be displayed on modern pages in locked site collections. To customize site collection lock messages, click the Site collection lock messages card. Then, complete the following steps:

1. Turn on the toggle () to Show custom site collection lock messages on locked site collections. Note that make sure the app catalog site collection has already been configured in a tenant. Once configured, AvePoint Cloud Governance will deploy a tenant level app, AvePoint Cloud Governance Customized Site Banner, to the app catalog site collection. For detailed instructions, see Use the site collection app catalog. Then, configure the following settings:

   • Header and footer messages – Customize the header and footer messages to your desired languages by performing the following steps:

     1. Click the edit () button of your desired languages.

     2. In the Edit message panel, enter the custom content in the text box to customize the header and footer messages that will be displayed on your site collections. You can insert one or more of the following references to be included in the lock messages by clicking Insert reference: Lock reason, Lock time (UTC), Primary contact, Secondary contact, Administrator contact, and Locked by.

     3. Click Save to save the messages.

   • Default language – Select a default language. Only the languages that have been enabled () are available to be selected. When SharePoint’s display language is not among any of the eight languages, the header/footer messages will be shown in the default language.

   • Background color of header and footer – There is a default color with the hex triplet in the text box. You can enter the custom hex triplet in the text box, and the header/footer will be displayed in your custom color.

   • Choose whether to Show custom lock messages on the classic site pages. With the checkbox selected, note the following:

     • The footer message is not supported on the classic site pages. The footer message that you configured will be shown in the header as well.

     • The custom background color of the header is not supported on the classic site pages. The default background color is yellow.

2. Click Save to save all your configurations.

#Manage Webhooks

You can configure a webhook to listen for specific events in AvePoint Cloud Governance. AvePoint Cloud Governance will send a request with data to the webhook URL that you specify when an event happens.

For details on how to prepare a webhook URL, see the instructions in How to Integrate Webhooks Into ServiceNow and Add an incoming webhook to a Teams channel as examples.

To configure the webhooks, click the Webhook Management card on the System settings page. Click Create and then configure the following settings:

1. Name ‒ Enter the name and for the webhook.

2. Description ‒ Enter an optional description for the webhook.

3. Webhook URL ‒ Enter the URL of your webhook. AvePoint Cloud Governance will send a request with data to this URL to trigger the webhook.

4. HTTP header – Add one or more HTTP headers to be sent with the request. Enter a secret token and it will be sent with the request in the X-CloudGovernance-Token HTTP / HTTPS header. Your webhook endpoint can check the token to verify that the request is legitimate.

   To add an HTTP header, click Add custom header, and configure the following information in the Add custom header panel.

   • HTTP Header – Enter the HTTP header.

   • Header value – Enter the HTTP header value.

   • Choose whether to Encrypt sensitive data.

5. Action execution method ‒ Select a method to execute the actions in AvePoint Cloud Governance.

   • Asynchronous ‒ When you select the asynchronous method, Cloud Governance will continue executing the actions after sending the request to the webhook URL.

   • Synchronous ‒ When you select the synchronous method, Cloud Governance will not continue executing the actions until the custom actions defined in the webhook URL have been completed.

6. Trigger ‒ Select the AvePoint Cloud Governance events whose occurrence will trigger this webhook.

   • Request related events

     • When a request is submitted

     • When a request is completed

     • When a request is canceled

     • Limit the services that can trigger the webhooks – When you select at least one request-related event, you can choose whether to limit the services that can trigger the webhooks. With this option selected, you can limit Cloud Governance to only send request events for services that are added to the list.

   • Task related events

     • When an approval task is assigned

     • When a request is approved

     • When a request is rejected

     • When an error task is generated

     • When an error task is retried

     • When an error task is skipped

   • Renewal process related events

     • When a renewal task is completed

     • When a renewal process encounters exception

     • When a renewal task is overdue

   • Automated import process related events

     • When an import process with predefined governance details is completed

     • When an end user completes a confirm governance details task

   • Election process related events

     • When an election process is completed or a contact is manually specified

     • When all stages of an election process are overdue

After creating a webhook, you can test the validity of the webhook that you configured. To test the webhook, complete the following steps:

1. In the Webhook Management list, select a webhook, and then click Test on the ribbon.

2. In the Test panel, select an event type test your webhook.

3. Click Test trigger a test for your webhook immediately.

You can also configure anomaly monitoring of the webhook that you configured. To configure anomaly monitoring for the webhook, complete the following steps:

1. In the Webhook Management list, select a webhook, and then click Anomaly monitoring on the ribbon.

2. In the Anomaly monitoring panel, specify the number of times for communication failures to automatically stop sending messages to the webhook URL.

3. Choose whether to Send an email notification.

4. Click Save to save the configurations.

After you configure a webhook, when the event occurs in Cloud Governance, your webhook endpoint will receive the event relevant data returned by Cloud Governance. Refer to the tables in the sections below for detailed information about the data.

#When a Request is Submitted

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a request is submitted in Cloud Governance.	String	RequestSubmitted
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:20:03Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of the service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
ServiceName	The name of the service that is used to submit this request.	String	Create Site Collection Service
ServiceId	The unique ID of the service that is used to submit this request.	Guid	b3e20d7d-e770-4382-a290-f157b346eb21

#When a Request is Completed

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a submitted request is completed in Cloud Governance.	String	RequestCompleted
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:20:03Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of the service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
ServiceName	The name of the service that is used to submit this request.	String	Create Site Collection Service
ServiceId	The unique ID of the service that is used to submit this request.	Guid	b3e20d7d-e770-4382-a290-f157b346eb21

#When a Request is Canceled

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a submitted request is canceled in Cloud Governance.	String	RequestCancelled
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:20:03Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
ServiceName	The name of the service that is used to submit this request.	String	Create Site Collection Service
ServiceId	The unique ID of the service that is used to submit this request.	Guid	b3e20d7d-e770-4382-a290-f157b346eb21

#When an Approval Task is Assigned

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an approval task is assigned in Cloud Governance.	String	TaskCreated
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:20:03Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	Not Applicable	String
AssigneeDisplayName	The display name of the task assignee.	String	Alex Wilber
AssigneeIdentityName	The user principal name of the task assignee.	String	AlexW@contoso.com
TaskId	The unique ID of the task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the task.	String	https://myhub.avepointonlineservices.com /#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5

#When a Request is Approved

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a submitted request is approved.	String	TaskApproved
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2215
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	Not Applicable	String
AssigneeDisplayName	The display name of the task assignee.	String	Alex Wilber
AssigneeIdentityName	The user principal name of the task assignee.	String	AlexW@contoso.com
TaskId	The unique ID of the task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the task.	String	https://myhub.avepointonlineservices.com /#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5
ApproverDisplayName	The display name of the approver.	String	Alex Wilber
ApproverIdentityName	The user principal name of the approver.	String	AlexW@contoso.com

#When a Request is Rejected

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a request is rejected.	String	TaskRejected
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to change the site collection contacts.
ServiceType	The type of service that is used to submit this request.	String	Change Site Collection Contact or Administrator
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	The approver’s comment.	String	I do not agree to change the site collection contacts.
AssigneeDisplayName	The display name of the task assignee.	String	Alex Wilber
AssigneeIdentityName	The user principal name of the task assignee.	String	AlexW@contoso.com
TaskId	The unique ID of the task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5
ApproverDisplayName	The display name of the approver.	String	Alex Wilber
ApproverIdentityName	The user principal name of the approver.	String	AlexW@contoso.com

#When an Error Task is Generated

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an error task is generated.	String	ErrorTaskCreated
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:20:03Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	The error details of the error task.	String	Cannot find the assignee. The user does not exist or is disabled.
AssigneeDisplayName	The display name of the task assignee.	String	Megan Bowen
AssigneeIdentityName	The user principal name of the task assignee.	String	MeganB@contoso.com
TaskId	The unique ID of the error task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the error task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5

#When an Error Task is Retried

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an error task is retried.	String	TaskRetried
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	Not Applicable	String
AssigneeDisplayName	The display name of the task assignee.	String	Alex Wilber
AssigneeIdentityName	The user principal name of the task assignee.	String	AlexW@contoso.com
TaskId	The unique ID of the task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5
ApproverDisplayName	The display name of the approver.	String	Alex Wilber
ApproverIdentityName	The user principal name of the approver.	String	AlexW@contoso.com

#When an Error Task is Skipped

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an error task is skipped.	String	TaskSkipped
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace that is requested to be managed.	String	https://contoso.com/sites/marketing
Summary	The request summary.	String	I submit this request to create a site collection.
ServiceType	The type of service that is used to submit this request.	String	Create Site Collection
RequestId	The ticket number of the request.	Int32	2155
RequestGuid	The unique ID of the request.	Guid	e3b273a1-3838-4470-a0d4-f84f6c4a3dda
Requester	The display name of the requester.	String	Megan Bowen
RequesterIdentityName	The user principal name of the requester.	String	MeganB@contoso.com
Message	Not Applicable	String
AssigneeDisplayName	The display name of the task assignee.	String	Alex Wilber
AssigneeIdentityName	The user principal name of the task assignee.	String	AlexW@contoso.com
TaskId	The unique ID of the task.	Guid	be28f54-0f6f-48be-ad2c-515aed7272d5
TaskLink	The link of the task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?batchId=abe28f54-0f6f-48be-ad2c-515aed7272d5
ApproverDisplayName	The display name of the approver.	String	Alex Wilber
ApproverIdentityName	The user principal name of the approver.	String	AlexW@contoso.com

#When the Workspace Reaches the Inactivity Threshold

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a workspace reaches its inactivity threshold.	String	LifecycleInactiveTaskCreated
TaskType	The type of the task.	String	GroupInactivityThreshold
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	379ff54e-b062-40ea-bceb-a6f13c50a054
ObjectTitle	The name of the workspace.	String	Marketing
GroupEmail	The email address of the workspace.	String	marketing@contoso.com
TaskLink	The link of the inactivity threshold task.	String
ReachedTime	The time that the workspace inactivity threshold reaches.	DateTime	2020-09-04T02:31:26Z
PolicyId	The ID of the policy.	Guid	81bbf505-0718-4c6a-a25a-170a03346ea8
PolicyName	The name of the policy.	String	GroupPolicy
Assignee	The username of the task assignee.	String	MeganB@contoso.com

#When the Workspace Lease Expires

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when the workspace lease expires.	String	LifecycleLeaseTaskCreated
TaskType	The type of the task.	String	GroupExpired
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	379ff54e-b062-40ea-bceb-a6f13c50a054
ObjectTitle	The name of the workspace.	String	Marketing
GroupEmail	The email address of the workspace.	String	marketing@contoso.com
TaskLink	The link of the lease expiration task.	String
ReachedTime	The time that the workspace lease expires.	DateTime	2020-09-04T02:31:26Z
PolicyId	The ID of the policy.	Guid	81bbf505-0718-4c6a-a25a-170a03346ea8
PolicyName	The name of the policy.	String	GroupPolicy
Assignee	The username of the task assignee.	String	MeganB@contoso.com

#When a Renewal Task is Completed

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a renewal task is completed.	String	RenewalSuccess
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
Summary	Not Applicable	String
RenewalProfileId	The unique ID of the renewal profile.	Guid	66bfab5a-e8e4-42b6-9103-310bdb1de894
RenewalProfileName	The name of the renewal profile.	String	Renewal profile for groups
TaskLink	Not Applicable	String
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	e15ff8a8-3fa1-473e-bee6-f1ea40e3cccb
ObjectTitle	The name of the workspace.	String	Marketing
PhaseStartTime	The start time of the renewal process.	DateTime	2020-09-04T03:03:53Z
DueDate	Not Applicable	DateTime
AssigneeDisplayName	Not Applicable	String
AssigneeIdentityName	Not Applicable	String
Message	Not Applicable	String
GroupEmail	The email address of the workspace.	String	marketing@contoso.com

#When a Renewal Process Encounters an Exception

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a renewal process encounters an exception.	String	RenewalException
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
Summary	Not Applicable	String
RenewalProfileId	The unique ID of the renewal profile.	Guid	d0e829dc-6c0b-448d-b110-f78e47d84220
RenewalProfileName	The name of the renewal profile.	String	Renewal profile for teams
TaskLink	The link of the renewal task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?ObjectId=1f5b4fe6-6485-420c-becb-335c0510bc91&Type=61
ObjectType	The type of the workspace.	String	Microsoft Team
ObjectId	The unique ID of the workspace.	Guid	379ff54e-b062-40ea-bceb-a6f13c50a054
ObjectTitle	The name of the workspace.	String	Marketing
PhaseStartTime	The start time of the renewal process.	DateTime	2020-09-04T03:03:53Z
DueDate	The due date of the renewal process.	DateTime	2020-09-12T03:03:53Z
AssigneeDisplayName	The display name of the renewal task assignee.	String	Megan Bowen
AssigneeIdentityName	The user principal name of the renewal task assignee.	String	MeganB@contoso.com
Message	The details of the renewal exception.	String	The following users cannot be found in your organization’s directory: AlexW@contoso.com
GroupEmail	The email address of the workspace.	String	marketing@contoso.com

#When a Renewal Task is Overdue

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when a renewal task is overdue.	String	RenewalOverdue
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
Summary	Not Applicable	String
RenewalProfileId	The unique ID of the renewal profile.	Guid	66bfab5a-e8e4-42b6-9103-310bdb1de894
RenewalProfileName	The name of the renewal profile.	String	Renewal profile for groups
TaskLink	The link of the renewal task.	String	https://myhub.avepointonlineservices.com/#/tasks/filters?ObjectId=1f5b4fe6-6485-420c-becb-335c0510bc91&Type=61
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	e15ff8a8-3fa1-473e-bee6-f1ea40e3cccb
ObjectTitle	The name of the workspace.	String	Marketing
PhaseStartTime	The start time of the renewal process.	DateTime	2020-09-04T03:03:53Z
DueDate	The due date for the task assignee to complete the renewal task.	DateTime	2020-09-12T03:03:53Z
AssigneeDisplayName	The display name of the renewal task assignee.	String	Megan Bowen
AssigneeIdentityName	The user principal name of the renewal task assignee.	String	MeganB@contoso.com
Message	Not Applicable	String
GroupEmail	The email address of the workspace.	String	marketing@contoso.com

#When an Import Process with Predefined Governance Details is Completed

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an import process with predefined governance details is completed.	String	FullyAutoImportSuccess
TriggerTime	The time that the renewal task is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
Summary	Not Applicable	String
AutoImportProfileId	The unique ID of the import job.	Guid	7c8a50ba-31f8-4740-866f-69b8dbcb95a6
AutoImportProfileName	The name of the import job.	String	Automatic import for groups
TaskLink	Not Applicable	String
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	4ae8dea3-f79a-4de0-8392-84058f9ee37d
ObjectTitle	The name of the workspace.	String	Marketing
Message	Not Applicable	String
GroupEmail	The email address of the workspace.	String	marketing@contoso.com

#When an End User Completes a Confirm Governance Details Task

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an end user completes a confirm governance details task.	String	ConfirmDetailSuccess
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
Summary	Not Applicable	String
AutoImportProfileId	The unique ID of the import job.	Guid	7c8a50ba-31f8-4740-866f-69b8dbcb95a6
AutoImportProfileName	The name of the import job.	String	Automatic import for groups
TaskLink	Not Applicable	String
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	4ae8dea3-f79a-4de0-8392-84058f9ee37d
ObjectTitle	The name of the workspace.	String	Marketing
Message	Not Applicable	String
GroupEmail	The email address of the workspace.	String	marketing@contoso.com

#When an Election Process is Completed or a Contact is Manually Specified

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when an election process is completed or when a contact is manually specified.	String	ElectionCompleted
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
ObjectType	The type of the workspace.	String	Microsoft 365 Group
ObjectId	The unique ID of the workspace.	Guid	4ae8dea3-f79a-4de0-8392-84058f9ee37d
ObjectTitle	The name of the workspace.	String	Marketing
ServiceType	The type of service.	Guid	Specify contact
GroupEmail	The email address of the workspace.	String	marketing@contoso.com
IsPrimaryContactDeactived	If the primary workspace contact is deactivated.	Boolean	FALSE
OriginalPrimaryContact	The display name of the original primary workspace contact.	String	Megan Bowen
OriginalPrimaryContactIdentityName	The user principal name of the original primary workspace contact.	String	MeganB@contoso.com
IsPrimaryContactChanged	If the primary workspace contact is changed.	Boolean	FALSE
NewPrimaryContact	The display name of the new primary workspace contact.	String	Alex Wilber
NewPrimaryContactIdentityName	The user principal name of the new primary workspace contact.	String	AlexW@contoso.com
IsSecondaryContactDeactived	If the secondary workspace contact is deactivated.	Boolean	TRUE
OriginalSecondaryContact	The display name of the original secondary workspace contact.	String	Alex Wilber
OriginalSecondaryContactIdentityName	The user principal name of the original secondary workspace contact.	String	AlexW@contoso.com
IsSecondaryContactChanged	If the secondary workspace contact is changed.	Boolean	TRUE
NewSecondaryContact	The display name of the new secondary workspace contact.	String	Megan Bowen
NewSecondaryContactIdentityName	The user principal name of the new secondary workspace contact.	String	MeganB@contoso.com

#When All Stages of an Election Process are Overdue

Property	Description	Type	Sample Data
TriggerType	This webhook will be triggered when all stages of an election process are overdue.	String	ElectionOverdue
TriggerTime	The time that the webhook is triggered.	DateTime	2020-09-04T02:31:26Z
ObjectUrl	The URL of the workspace.	String	https://contoso.com/sites/marketing
ObjectType	The type of the workspace.	String	Microsoft Team
ObjectId	The unique ID of the workspace.	Guid	4ae8dea3-f79a-4de0-8392-84058f9ee37d
ObjectTitle	The name of the workspace.	String	Marketing
ServiceType	The type of service.	Guid	Specify contact
GroupEmail	The email address of the workspace.	String	marketing@contoso.com
IsPrimaryContactDeactived	If the primary workspace contact is deactivated.	Boolean	FALSE
OriginalPrimaryContact	The display name of the original primary workspace contact.	String	Megan Bowen
OriginalPrimaryContactIdentityName	The user principal name of the original primary workspace contact.	String	MeganB@contoso.com
IsPrimaryContactChanged	If the primary workspace contact is changed.	Boolean	FALSE
NewPrimaryContact	The display name of the new primary workspace contact.	String	Alex Wilber
NewPrimaryContactIdentityName	The user principal name of the new primary workspace contact.	String	AlexW@contoso.com
IsSecondaryContactDeactived	If the secondary workspace contact is deactivated.	Boolean	TRUE
OriginalSecondaryContact	The display name of the original secondary workspace contact.	String	Alex Wilber
OriginalSecondaryContactIdentityName	The user principal name of the original secondary workspace contact.	String	AlexW@contoso.com
IsSecondaryContactChanged	If the secondary workspace contact is changed.	Boolean	TRUE
NewSecondaryContact	The display name of the new secondary workspace contact.	String	Megan Bowen
NewSecondaryContactIdentityName	The user principal name of the new secondary workspace contact.	String	MeganB@contoso.com

#Configure Workspace Type Conversion

You can configure whether to automatically apply new profiles when converting an object type from Microsoft 365 Group to Team, or from Site collection to Microsoft 365 Group. To configure the workspace type conversion, click the Workspace type conversion card on the System settings page. In the Workspace type conversion panel, configure the following settings:

Click Save to save your configuration.