How do I create and manage custom user roles in my account?

Document created by Bridge Doc Team Employee on Oct 27, 2016Last modified by Bridge Doc Team Employee on Nov 3, 2017
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The default permissions for each user role have a certain degree of customization that is allowed. Account admins can create custom roles based on an existing default user role, and the custom role will inherit the default permissions of the user role it is based on. Custom roles can be used to modify default roles without any restrictions.

Notes:

  • Custom user roles can be deleted; however, default user roles cannot be deleted.
  • Account admins can assign and modify user roles to learners on the Users page.
  • Permissions for managers are inherent and cannot be modified; however, they can also have an admin or account admin role that allows for additional permissions. Learn more about using Bridge as a manager.
  • This feature is not available in Bridge for Teams accounts.

Learn more about roles and permissions in Bridge.

Open Application Switcher Menu

  Open Application Switcher Menu 

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Open Roles and Permissions

  Open Roles and Permissions 

In the Users and Permissions menu [1], click the Roles and Permissions link [2].

Edit Permission

  Edit Permission 

Click the Edit icon next to any permission to create a custom role.

Note: It does not matter which permission you edit to create the custom role. You will still need to assign the role to the permissions you want the role to have.

Create Custom Role

  Create Custom Role 

Click the Create Custom Role link.

Create Role

Create Role

In the Name field [1], enter a unique name for your custom user role.

In the Based on drop-down menu [2], select the user role [3] you want to base the custom role on. All custom roles that are created are based on an existing default user role, and the custom role will inherit the default permissions of the user role it is based on.

When you're done, click the Create Role link [4].

View Custom Role

  View Custom Role 

The custom role will be automatically added to all the default permissions of the user role you based the custom role on. In the example above, a Super Author custom role was created based on an Author role. View the default permissions in Bridge.

Add Custom Role to Permission

  Add Custom Role to Permission 

Once you have created a custom role, you can add it to as many permission groups and/or individual permissions you want. Custom roles can be used to modify default roles without any restrictions. To add a custom role to a permission, locate the permission or permission group and click the Edit icon.

Assign Custom Role

Click the checkbox next to the custom user role. If you are adding a role to the permission group, the role will be added to all the permissions within the group. If you are adding a role to an individual permission, the role will be only be added to that permission.

View Customized Permission

  View Customized Permission 

View the customized permission.

Edit Custom Roles

  Edit Custom Roles 

To edit custom roles, click the Edit icon.

Remove Custom Role from Permission

  Remove Custom Role from Permission 

To remove a custom role from a permission, click the checkbox next to the custom role you want to remove. If you are removing a role from the permission group, the role will be removed from all the permissions within the group. If you are removing a role from an individual permission, the role will be only be removed from that permission.

Delete Custom Role

Delete Custom Role

To delete a custom role from your account and all permissions, click the Delete icon.

Note: If a user only has a custom role in Bridge, and the custom role is deleted, the user will default to a learner role. The user will not be deleted from your account.

Confirm Delete

Confirm Delete

Click the Delete link to confirm.

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