How do I assign or modify user roles in an account?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Jun 14, 2019
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All users added to Bridge are given the employee role by default. Account admins can assign and modify user roles for users from the Users page manually or by using a CSV file. Account admins can also create a custom role to assign to users.

Notes:

  • Some features may be restricted based on permissions for your user role.
  • The manager role is automatically created and cannot be manually assigned.
  • You must add a user as a employee before you can assign any roles.
  • Users can be assigned more than one role; however, adding a user to additional roles will expand the permissions of that user, not restrict. Managers can also have an admin or account admin role that allows for additional permissions.

Learn more about roles and permissions in Bridge.

Open Admin Menu

  Open Admin Menu

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

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Open Manage Users

  Open Manage Users

In the Users and Permissions menu, click the Manage Users link.

Find User

  Find User

To assign or modify a user's role, next to the user's name, click the Modify Roles link.

Assign Role

Assign Role

Click the checkbox next to the role you want to assign to the user. Click the Save button when you're done.  

Note: The manager role is automatically created and cannot be manually assigned.

Modify Role

Modify Role

To change a user's role, click the role checkbox [1] next to the role you want to assign to the user.

To remove a user's role, uncheck the checkbox [2] next to the role you want to remove.

Click the Save button [3] when you're done.

Assign Roles using CSV

  Assign Roles using CSV
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