Updated Articles

  1. Security Role 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 Br...
  2. Project Manager Syllabus

    Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer Success Pa...
  3. BrightWork Champion Syllabus

    Introduction This role-based training content is used by our BrightWork Customer Success Partners as part of BrightWork 365 Service Offerings . This sample content can be adjusted by the BrightWork Champion along with the Customer Success ...
  4. Pre-Install Power Platform Environment Instructions

    We strongly recommend working alongside the BrightWork Support team to initiate the pre-install process, as this will ensure proper procedures are followed; this service is included as part of the BrightWork 365 Start Service . Customers are ...
  5. Senior Executive

  6. Team Member

  7. Project Manager

  8. BrightWork Champion

  9. Content Templates

    2024-03             Project Management Context Users have the option to create a special type of template from an existing project that will include the content from that project - these templates are called Content Templates ...
  10. Form Configurator - Best Practices

    2024-03 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 poi...