Administration

Articles

Product Licenses, Installation & Upgrades
If you have product installation questions, please contact Support using the Contact Us link at the top of the Knowledge Base, or send an email to support365@brightwork.com . Installation Instructions After reviewing the license and role rela...
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...
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 ...
BrightWork User Management
Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User S...
BrightWork Security Roles Details
BrightWork 365 provides multiple security roles to choose from, each with different purposes. The roles noted below are grouped by how they are used in the solution. For more granular security role details see the spreadsheet BrightWork 365 Securit...
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 Area > Program section, click in the ...
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...