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Last Updated: 03/09/2024
in Customization Configuration This article is for BrightWork 365 Release February 2023 (v1.6) and newer. The System Customizer or System Administrator security role is required in the relevant environment to edit choices. If you currently have a custom solution, and a fl...
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Last Updated: 07/13/2026
in Projects
Project Management Context
Organizations are not always able to have entirely open access to their portfolio of projects, but rather need to take a more granular approach to security and access, while others are fine with users having access ...
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In addition to the Support service and Project Management Success Review (see agenda below) that are part of the BrightWork 365 subscription, the following solution services are designed to help you get immediate value from BrightWo...
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Last Updated: 10/16/2026
in Requests
2026-3 & 2026-2
Approvals in Microsoft Teams
In addition to reviewing and acting on approval requests via the automatically generated approval request emails, and BrightWork Approvals , as part of the Request and ...
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Last Updated: 11/07/2024
in Projects
Located in the Admin Area > People section of the app, the Accounts feature provides a location to store information about external organizations such as vendors and contractors. This data can be used in other areas of BrightWork 365 including a...
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Last Updated: 12/02/2024
in Administration
In the Microsoft Power Platform admin center: Select the BrightWork 365 environment. Select Settings . Expand the Business category. Select Currencies . Select New at the top of the screen. Select the Currency Code value to add to...
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Last Updated: 10/16/2026
in Portfolios
2026-3 & 2026-2 Accessing Power Apps Dashboards There are two options for accessing BrightWork 365 Power Apps dashboards: (1) On the main navigation, in the Home section, click the Dashboards link. (2) On the main navigation, in the...
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Last Updated: 01/14/2026
in Administration
There are a number of options available to enable 3rd party access to BrightWork 365 content. Determining which of the below might be the most appropriate would likely be for a conversation with your IT admin and depend on the project or 3rd par...
