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Who Is This Guide For?
This guide is geared to the customer organization's BrightWork Champion, the person responsible for the initial in-app setup of BrightWork 365, including the Program and Portfolio structure, prior to starting the manage...
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Last Updated: 02/14/2024
in Administration An external guest user can be added to your Microsoft 365 tenant and Power Platform environment to allow the user access to the BrightWork 365 app. Navigate to the Microsoft 365 Admin Center at https://admin.microsoft.com/ . Expand Users ...
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Last Updated: 11/11/2024
in Administration
In order to determine BrightWork 365 app activity for a given user, follow the steps in one of the methods documented below.
Access Auditing is forward tracking only.
Method 1 - Classic UI
Navigate to https://...
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Short Demo on brightwork.com (3:45) Extended Demo (39:16) Your browser does not support HTML5 video. ...
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Last Updated: 11/19/2025
in Administration
Project Management Introduction If you have an older custom form that is based on an out of the box form that has since been upgraded with new features you would like to utilize, this can be accomplished by either: Applying your customizations ...
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Who is this Guide for? This guide is intended primarily for administrators who will be working on BrightWork 365 installations, upgrades and the overall maintenance of the technologies encompassing the solution; these technologies include BrightW...
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Last Updated: 09/26/2025
in Customization Configuration
Introduction In BrightWork 365, a Personal View is a type of view that a user can create by themselves and customize specifically for their own needs and use within the app. Unlike system views, which are predefined and available to all users, ...
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