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Granting users access to the ChangePilot App

Leverage Microsoft Entra ID security groups to grant users the required access rights and permissions to use the ChangePilot App. Per-user roles can also be assigned via the Power Platform admin center.

If users are required to review and manage items, they will require access to the Dataverse/Power Apps via the application of roles in Power Platform admin center.

These roles can be managed via a Microsoft Entra ID security group or on a per-user basis.

If you’ve previously created a security group for ChangePilot users, please follow the steps below under ‘Security Group’. If not, create a security group via Microsoft Entra, or follow the steps under ‘User’, for per user assignment. 

All users of the ChangePilot App require a Power Apps license.

Grant Access via a Microsoft Entra ID Security Group (Recommended)

  1. Navigate to the Power Platform Admin Center and to your the ChangePilot environment. On the right-hand side in the Access pane, click ‘See all’ under Teams.
  2. Click ‘Create Team’. Enter Team name and select the default Business unit. Set Administrator to yourself or another administrator.
  3. For Team Type, select Microsoft Entra ID Security Group. Under Group Name, search and select your previously created security group.
  4. Select Members under Membership Type. Click Next.
  5. Select both the CP User and Basic User Click Save.

Grant Access on a Per-User Basis

  1. Navigate to the Power Platform Admin Center and to your new environment. On the right-hand side in the Access pane, click ‘See all’ under Users.
  2. Scroll and find the user you wish to grant access. Click to next to the name to select the relevant user(s) then click ‘Manage security roles’.
  3. Select the CP User and Basic User roles and click ‘Save’

Sharing the ChangePilot App with Colleagues

If you have created a ChangePilot team in Microsoft Teams, a channel tab can be a good way to provide easy access to the ChangePilot App.

  1.  First, find the URL for your instance of the ChangePilot App. Go to make.powerapps.com, go to the solution, find ‘Apps’, click the ellipses (three dots) and ‘Play’. 

  2. You are looking to extract the URL of the app, but only up to the point at the end of the app ID.



     And example URL would be: https://orgf0d9ee6d.crm11.dynamics.com/main.aspx?appid=1b90b5c8-fb5b-f011-bec2-6045bd0ecda5 
  3. Copy the URL and navigate to Microsoft Teams.
  4. In your General/Home channel within the ChangePilot team, click ‘+ Add tab’.
  5. Choose ‘Apps’ and search for the ‘Website’ tab type. In many tenants, the Website tab type is not shown in the default list. Searching for ‘website’ or ‘URL’ exposes it.
  6. Paste your app URL when prompted to create the tab. Clicking on the tab will now new-window to the ChangePilot App.