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The high-level structure of BrightWork 365 consists of the areas Requests, Projects, and Portfolios.
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Last Updated: 12/10/2025
in Administration
Option 1 Go to Admin Area > Global Settings > Global Setting > Version tab > Version Number. Option 2
Go to make.powerapps.com and select the environment that contains the BrightWork 365 solution.
Click on Solutions in the Site Ma...
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Last Updated: 12/10/2025
in Administration
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...
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Last Updated: 12/10/2025
in Administration
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, Row...
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Last Updated: 12/10/2025
in Administration
This article is for customers using BrightWork 365 version 2025-2 or later who have not already completed these steps as part of the solution install. Introduction BrightWork 365 2025-2 introduces new Flexible Microsoft Teams and Document M...
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Last Updated: 12/10/2025
in Customization Configuration
Project Management Context The Form Configurator tool provides users with the BrightWork PMO Manager or BrightWork Template Editor security role the ability to hide or show Project Template Form Tabs, Sections, and Columns with point and clic...
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Last Updated: 12/10/2025
in Customization Configuration
2025-2
Also see Form Configurator Best Practices .
Project Management Context
The Form Configurator tool provides Template Editors with the ability to hide or show Project Template form Tabs, Sect...
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Last Updated: 12/10/2025
in Customization Configuration
2025-2 & 2025-1
Users need the BrightWork Template Editor security role to access the Templates Area and to configure templates.
BrightWork 365 Form Templates
Form Templates can be accessed by clicking into...
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Last Updated: 12/10/2025
in Customization Configuration
To configure Personalization Settings such as time zone, and formats for number, currency, time and date:
Select the Settings gear at the top of the BrightWork 365 app.
Select Personalization Settings .
Personal Tim...
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Last Updated: 12/10/2025
in Interface
2025-2
Deleting a row of data from any View cannot be undone.
System Views The various BrightWork 365 site map sections such as Requests, Projects, and Portfolios, each come with their own set of out of the box system views, in ...