Learn how to customize permissions for the Manager role in your Bridge instance to better suit your organization’s needs.
This guide will show you how to give your managers even greater visibility into their team’s learning and development.
Tip: Check out our guide, Best Practices for Setting Up Managers in Bridge, for more ways to maximize the effectiveness of your Bridge account.
How to Update Your Manager Role and Permissions in Bridge
By default, users with the Manager role in Bridge are assigned permissions designed to help them oversee their direct reports. However, you can customize role-specific rules to give your managers access to different features and functionality.
Ready to move away from your current setup in Bridge? Here’s how:
- Make sure manager permissions aren’t limited in your Bridge account. Click Admin in the primary left-hand navigation. In the Settings tab, ensure that the Limit Manager Permissions option is toggled off. Remember to save after making any changes.
2. Navigate to Users & Permissions and click Roles & Permissions.
3. Permissions are grouped by feature. Click the pencil icon next to the feature you want to change, then check the Manager box to assign permissions, or uncheck it to revoke them.
4. Masquerade as a Manager without using additional custom roles to test that your permissions are working as expected.
Tips for Testing Roles in Bridge
Keep these points in mind when configuring and testing roles:
- You can only have one variation of the Manager role per account. If you need different levels of manager access, you’ll need to create custom roles.
- Not all permissions are available for Managers, particularly those that extend beyond their reporting line or hierarchy.
- If you previously had Limit Manager Permissions turned on to restrict authoring or enrollment capabilities, your managers will see Author in their side navigation.
Important Notes About Custom Roles in Bridge
If a user has both a Custom and a Manager role, the Custom role permissions will take precedence. As a result:
- The manager will have visibility over all learners, not just their own direct reports.
- Actions like Re-Enroll All Learners could impact all users in the instance, not just their team.
Note: We’d recommend relying solely on the Manager role instead of a Custom role unless you want managers in your organization to have broader visibility and control, and they’re trained accordingly.
Manager vs. Observer Roles in Bridge
The Manager and Observer roles are designed to work together:
- The Observer role controls what managers can see.
- The Manager role controls what they can do.
While the Manager role is configurable, the Observer role remains fixed, and Admins can’t modify it. This means:
- Admins can configure a Manager to enroll learners only into certain items, such as courses. However, other learning items, like programs and journeys, will still be visible.
- With no permissions assigned, Managers can see visible items but can't edit or assign them.
- Managers can still view categories and tags, but can’t edit them.
Tip: Download your copy of the Roles and Permissions Tracker for a detailed breakdown of roles across your organization, helping you plan and configure role-based permissions.
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