Administration

Articles

Find Your BrightWork 365 Version Number
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution. Click on Solutions in the Site Map. Click the 3 dot menu for the BrightWork 365 solution and click Settings . The version number will b...
Product Licenses, Installation & Upgrades
Prior to installing or upgrading BrightWork 365 please contact BrightWork Support to schedule a technical consultation to ensure all prerequisites are in place for a successful installation. To contact BrightWork Support use the Contact Us link a...
Import a BrightWork Custom Solution
Import a Custom Solution Supplied by BrightWork Navigate to the Solutions folder in the BrightWork 365 install environment using the link https://make.powerapps.com .  Click Import. Select the solution ZIP file supplied by BrightWork ...
Post Installation Verification Checklist
It is a recommended best practice to run a set of tests to verify that an installation has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. Prerequisite ...
Post Upgrade Verification Checklist
It is a recommended best practice to run a set of tests to verify that an upgrade has completed successfully in your environment. This article outlines some initial tests that can be performed to assist with this verification. Prerequisite It is...
BrightWork User Management
Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables, Columns, Rows, etc., in the Power Platform Dataverse. Indi...
BrightWork Security Roles Details
BrightWork 365 provides multiple security roles to choose from, each with a different purpose. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet Brigh...
Microsoft Teams Admin Guide
Create a Microsoft Team for a BrightWork 365 Program Before creating a Microsoft Team for a BrightWork 365 program, check if one has already been created and assigned to the program:  In the Portfolios > Program section, click in the Stat...
Environment Backups
In order to protect your BrightWork 365 data you will want to ensure your environment is on a backup routine. We recommend checking with your organization's Microsoft 365 Power Platform Administrator to see which local policies and practices a...
Uninstall BrightWork 365
Removing a Solution or an Environment deletes all the associated data. This should be done with extreme caution. You need to be a Power Platform Administrator to carry out these steps. You have two options to remove BrightWork 365 from you...