CEn-Calc Power Apps Licensing, Consultant and Organization Management Updates For Sustainable Footprint
1. Application Overview The Consultant-Based PowerApps Application is an enhancement of an existing Dataverse-based PowerApps solution that was originally designed for direct client management. The enhanced application introduces a Consultant-Based Model , allowing third-party consultants to manage their own assigned clients under a licensing structure while the Parent Organization maintains centralized control over consultants, clients, licenses, users, and access. The solution focuses on six main areas: Consultant Management, License Management, Client Management, Consultant User Management, Access & Security, and Application Navigation & Design Consistency . 2. Consultant Management The application allows the Parent Organization to create and manage third-party consultants. Parent users can: Add new consultants Edit consultant information Deactivate consultants Define the maximum number of clients allowed for each consultant View and filter consultants based on their status The Parent Organization is also represented as a special consultant entity within the system. Unlike regular consultants, the Parent cannot be deleted and has unlimited clients/licenses. Management of all consultant entities remains under the control of Parent users. 3. License Management The application introduces a structured licensing process for consultant-managed clients. Consultants can: Assign licenses to clients Unassign licenses from clients Manage licensing for their associated clients The Parent Organization can monitor license due dates , providing centralized visibility into the licensing status of clients. The system also automatically identifies expired licenses and deactivates access when a license has expired. This process is supported through a scheduled automated workflow. 4. Client Assignment and Management Clients can be associated either directly with the Parent Organization or with an individual consultant. The application supports: Assigning clients to consultants Assigning clients directly to the Parent Switching clients between consultants Reassigning existing clients when required Consultant users are provided visibility into the clients assigned to their consultant organization. The application filters client information according to the consultant associated with the logged-in user. 5. Consultant User Management Each consultant can have multiple users associated with their consultant organization. The application provides user-management functionality to maintain the relationship between users and consultants. Consultant users can view and manage the clients belonging to their assigned consultant organization, while user-level filtering ensures that information is displayed according to the appropriate consultant relationship. 6. Role-Based Access Control The application includes role-based security to control what different types of users can access. The defined user roles include: Parent Admins Consultant Admins Consultant Users Access to application information and functionality is restricted according to the user's role and consultant assignment. This ensures that consultant users only access information relevant to their consultant organization, while Parent administrators retain the broader level of control required to manage the overall consultant-based model. 7. Data and Record Security The application applies security controls at both the field level and record level . These controls work alongside role-based permissions and consultant assignments to restrict access to appropriate information. This provides separation between consultant organizations and helps ensure that users only access the records and information permitted by their assigned role and consultant relationship. 8. Automated License Expiry Management License expiry is supported through an automated scheduled process. The system periodically checks client licenses and identifies licenses that have expired. When an expired license is detected, the associated access is automatically deactivated. This reduces the need for manual monitoring while allowing the Parent Organization to track license due dates centrally. 9. Application Navigation and Design Consistency The new consultant-related modules are integrated into the existing application's navigation structure. The enhancement also focuses on maintaining a consistent user experience across both new and existing areas of the application. This includes: Adding new modules to application navigation Reviewing application styling Maintaining consistent UI components Refactoring existing screens where required for design alignment This ensures that the newly introduced consultant functionality operates as an integrated part of the existing application rather than as a separate solution. Overall Application Workflow The Parent Organization maintains centralized control of the application by creating and managing consultants and defining the maximum number of clients each consultant can manage. Clients can then be assigned either directly to the Parent Organization or to an individual consultant and can be reassigned between consultants when required. Each consultant can have multiple users who can access and manage the clients associated with their consultant organization. Consultants can assign or unassign licenses for their clients, while the Parent Organization monitors license due dates. Role-based and record-level security ensures that Parent Admins, Consultant Admins, and Consultant Users receive the appropriate level of access. A scheduled automated process monitors license expiry and deactivates access when licenses expire. Parent Manages Consultants → Configure Consultant Client Limits → Assign Clients to Parent/Consultant → Add Consultant Users → Assign Client Licenses → Apply Role-Based Access → Manage Assigned Clients → Monitor License Due Dates → Automatically Deactivate Expired Access
Project Summary
1. Application Overview The Consultant-Based PowerApps Application is an enhancement of an existing Dataverse-based PowerApps solution that was originally designed for direct client management. The enhanced application introduces a Consultant-Based Model , allowing third-party consultants to manage their own assigned clients under a licensing structure while the Parent Organization maintains centralized control over consultants, clients, licenses, users, and access. The solution focuses on six main areas: Consultant Management, License Management, Client Management, Consultant User Management, Access & Security, and Application Navigation & Design Consistency . 2. Consultant Management The application allows the Parent Organization to create and manage third-party consultants. Parent users can: Add new consultants Edit consultant information Deactivate consultants Define the maximum number of clients allowed for each consultant View and filter consultants based on their status The Parent Organization is also represented as a special consultant entity within the system. Unlike regular consultants, the Parent cannot be deleted and has unlimited clients/licenses. Management of all consultant entities remains under the control of Parent users. 3. License Management The application introduces a structured licensing process for consultant-managed clients. Consultants can: Assign licenses to clients Unassign licenses from clients Manage licensing for their associated clients The Parent Organization can monitor license due dates , providing centralized visibility into the licensing status of clients. The system also automatically identifies expired licenses and deactivates access when a license has expired. This process is supported through a scheduled automated workflow. 4. Client Assignment and Management Clients can be associated either directly with the Parent Organization or with an individual consultant. The application supports: Assigning clients to consultants Assigning clients directly to the Parent Switching clients between consultants Reassigning existing clients when required Consultant users are provided visibility into the clients assigned to their consultant organization. The application filters client information according to the consultant associated with the logged-in user. 5. Consultant User Management Each consultant can have multiple users associated with their consultant organization. The application provides user-management functionality to maintain the relationship between users and consultants. Consultant users can view and manage the clients belonging to their assigned consultant organization, while user-level filtering ensures that information is displayed according to the appropriate consultant relationship. 6. Role-Based Access Control The application includes role-based security to control what different types of users can access. The defined user roles include: Parent Admins Consultant Admins Consultant Users Access to application information and functionality is restricted according to the user's role and consultant assignment. This ensures that consultant users only access information relevant to their consultant organization, while Parent administrators retain the broader level of control required to manage the overall consultant-based model. 7. Data and Record Security The application applies security controls at both the field level and record level . These controls work alongside role-based permissions and consultant assignments to restrict access to appropriate information. This provides separation between consultant organizations and helps ensure that users only access the records and information permitted by their assigned role and consultant relationship. 8. Automated License Expiry Management License expiry is supported through an automated scheduled process. The system periodically checks client licenses and identifies licenses that have expired. When an expired license is detected, the associated access is automatically deactivated. This reduces the need for manual monitoring while allowing the Parent Organization to track license due dates centrally. 9. Application Navigation and Design Consistency The new consultant-related modules are integrated into the existing application's navigation structure. The enhancement also focuses on maintaining a consistent user experience across both new and existing areas of the application. This includes: Adding new modules to application navigation Reviewing application styling Maintaining consistent UI components Refactoring existing screens where required for design alignment This ensures that the newly introduced consultant functionality operates as an integrated part of the existing application rather than as a separate solution. Overall Application Workflow The Parent Organization maintains centralized control of the application by creating and managing consultants and defining the maximum number of clients each consultant can manage. Clients can then be assigned either directly to the Parent Organization or to an individual consultant and can be reassigned between consultants when required. Each consultant can have multiple users who can access and manage the clients associated with their consultant organization. Consultants can assign or unassign licenses for their clients, while the Parent Organization monitors license due dates. Role-based and record-level security ensures that Parent Admins, Consultant Admins, and Consultant Users receive the appropriate level of access. A scheduled automated process monitors license expiry and deactivates access when licenses expire. Parent Manages Consultants → Configure Consultant Client Limits → Assign Clients to Parent/Consultant → Add Consultant Users → Assign Client Licenses → Apply Role-Based Access → Manage Assigned Clients → Monitor License Due Dates → Automatically Deactivate Expired Access
Location: Horsham, West Sussex, England, United Kingdom
Industry: Environmental Consulting / Sustainability Consulting (Energy Efficiency, Carbon Footprinting, ESG, ISO Management Systems, ESOS, EPC, Sustainability Strategy, and Compliance Services)
Challenge and Requirements
1.
Solution Delivered
CodeScale delivered a powerapps solution using Microsoft Power Apps, Dataverse for Environmental Consulting / Sustainability Consulting (Energy Efficiency, Carbon Footprinting, ESG, ISO Management Systems, ESOS, EPC, Sustainability Strategy, and Compliance Services).
Technology Used
- Microsoft Power Apps
- Dataverse
Business Outcome and Impact
License Management The application introduces a structured licensing process for consultant-managed clients. Consultants can: Assign licenses to clients Unassign licenses from clients Manage licensing for their associated clients The Parent Organization can monitor license due dates , providing centralized visibility into the licensing status of clients. The system also automatically identifies expired licenses and deactivates access when a license has expired.
Project Screenshots
