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How do I define a group of users in ChangePilot so they can be auto-assigned or assigned items?

Create and edit user groups and teams for use in the ChangePilot App from the Power Platform admin center.

  1. Navigate to the Power Platform admin center.
  2. On the left hand menu, select 'Manage' and select your ChangePilot environment.
  3. In the left-most card 'Access', select 'See all' under 'Teams'.
  4. Click 'Create team'

  5. Name the the team and add a description as appropriate
  6. Set the business unit to the default unit (starts org) and administrator to yourself. Set the team type to Owner. Click ‘Next’.
  7. Select the users via AD look up to be members of the team. Please note users must have a Power Apps licence to be found in the look up.
  8. Selection the appropriate role e.g. 'CP User'
  9. Click 'Save' and confirm.
  10. You can now use this Team for service category ownership and automated item assignment. For more information on how to configure these ChangePilot roles, see: How do I configure assigned roles and service category owners in ChangePilot?