How do I use Bridge as an account admin?

Document created by Bridge Doc Team Administrator on Oct 27, 2016Last modified by Bridge Doc Team Administrator on Sep 28, 2018
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The account admin role is separate from the admin role and grants more access to the Bridge account or sub account. As an account admin, you can manage all content, users, and settings in your account or sub account.

Note: Account admins that have been added to a particular sub account do not have access to the top-level account or other sub accounts within their Bridge instance.

View the default roles and permissions in Bridge.

View Global Navigation Menu

  View Global Navigation Menu 

In the Global Navigation menu, the Application Switcher icon [1] provides access to all main feature areas in Bridge. When an application option is selected, the Global Navigation menu displays links to the corresponding feature areas. The My Learning menu option allows you to access your My Learning page which contains courses, programs, checkpoints, and live trainings you are enrolled in [2]. The Author menu option provides access to manage learning items in your account [3]. The Insights menu option lets you view account statistics and user reports [4]. The Admin menu option lets you manage users and account settings including content branding and permissions [5].

View Courses Page

  View Courses Page 

Located in the Author menu, the Courses page allows you to create and manage courses in your account. Learn how to use the Courses page.

View Programs

  View Programs 

Located in the Author menu, the Programs page allows you to create and manage programs in your account. Learn how to use the Programs page.

View Live Trainings

  View Live Training 

Located in the Author menu, the Live Trainings page allows you to create and manage live trainings in your account. Learn how to use the Live Trainings page.

View Surveys

  View Surveys 

Located in the Author menu, the Surveys page shows you all the surveys in the account or sub account. Learn how to use the Surveys page.

View Checkpoints

  View Checkpoints 

Located in the Training menu, the Checkpoints page shows all checkpoints in your account. You can use the Checkpoints page to create, edit, and delete checkpoints in the account or subaccount.

View Insights Page

View Enrollment Completion Chart

The Insights page provides an overview of users and trainings within your domain. The statistics on the Insights page can be filtered by different time frames. Click the Time Frame drop-down menu [1] to change the time frame to the last 7 days, last 30 days, last 90 days, all time, or a custom date range. The chosen time frame will be applied to all statistics on the Insights page.

The enrollment completion visualization is the first item on the Insights page. This chart represents how your learners are performing. Click on the Explanation icon [2] to learn about the different elements of the chart. The chart will not be displayed to account admins if there are more than 250 learners in the account.

Hover over a learner avatar to view a pop-up menu that includes the number of complete and overdue enrollments and the overall completion rate [3].  This pop-up menu also includes a link to the Learner Details page to view their specific course enrollments and a link to message the learner. You can view additional details such as statistics, reports, and graphs on the Insights page.

Note: The option to message a learner will not be available if notifications have been disabled for the account.

View Account Management

  View Account Management 

Located in the Admin menu, the Account Management menu lets you manage account settings, custom branding, sub accounts, the content marketplace, content tags, and content categories. Learn more about how to manage settings in your account.

View Users and Permissions

  View Users and Groups 

Located in the Admin menu, the Users and Permissions menu [1] lets you manage users, groups, permissions, and roles. You also have access to the Masquerade feature. Learn more about how to manage users and groups , manage roles and permissions, and masquerade as a user in Bridge.

View Tools

  View Users and Groups 

Located in the Admin menu, the Tools menu [1] lets you access the Data Export feature [2] and the CSV Import Log [3]. Learn more about exporting data from your account.

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