#Group or Team Recertification

Group/Team recertification allows users to periodically review and update group/team owners, members, or group team site permissions in separate tasks. A group/team recertification profile can be selected when you enable the recertification process in a group/team policy.

Complete the following steps to create a group/team recertification profile:

1. In Settings, click Recertification or Renewal Management in the System group.

2. Click Create on the ribbon, select Recertification Profile, and then configure the following settings.

3. Recertification Scope – Choose Microsoft 365 Group/Microsoft Team.

4. Name and Description – Enter a name and an optional description for the recertification profile.

5. Category – Categories are used to organize recertification profiles. Select an existing category from the drop-down list or click Create New to create a new category.

6. Membership Recertification – If you chose Microsoft 365 Group/Microsoft Team as the recertification scope, you can enable membership recertification. Membership recertification enables the periodic review of group/team members and/or owners. A membership recertification task will be generated according to the schedule. Approvers can then modify the membership in AvePoint Cloud Governance and the membership changes will be updated to Microsoft 365.

   Select the Membership recertification checkbox and configure the following settings:

   1. Membership type – Select the Group/Team owners checkbox and/or the Group/Team members checkbox to enable periodic review of group/team owners and/or members.

   2. Specify a duration for the entire recertification process (optional) – Allows you to define a duration for the entire recertification process. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can select the Send a reminder email to the approvers before the task is escalated checkbox to remind the membership recertification task approver before the task expires. Select a reminder profile from the drop-down list or click Create New to create a new one. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   3. Configure the Recurrence of the permission search: Daily, Weekly, or Monthly.

   4. Select an Approval Process from the drop-down list or click Create New to create a new one.

7. Permission Recertification – Permission recertification enables the periodic review of SharePoint group permissions to the corresponding group team site. A permission recertification task will be generated according to the schedule. Approvers can then modify the permissions in AvePoint Cloud Governance and the permission changes will be updated to SharePoint Online.

   Select the Permission recertification checkbox and configure the following settings:

   1. Specify a duration for the entire recertification process (optional) – Allows you to define a duration for the entire recertification process. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can select the Send a reminder email to the approvers before the task is escalated checkbox to remind the permission recertification task approver before the task expires. Select a reminder profile from the drop-down list or click Create New to create a new one. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   2. Configure the Recurrence of the permission search: Daily, Weekly, or Monthly.

   3. Select an Approval Process from the drop-down list or click Create New to create a new one.

8. Administrator Contact – Enter the name of the user or of the Microsoft Entra group that will become the administrator contact. If a recertification task encounters any errors, an error task will be generated and the error task will be assigned to this administrator contact.

9. Click Save to save your configurations.