To provide additional users such as HR partners, department leads, or regional managers with access to reporting in Bridge, you can assign them a Custom Role with specific Permissions.
This guide walks through how to add reporting functionality to any role using Account Permissions in Bridge.
Step 2: Create or Select a Custom Role
You have two options:
- Edit an existing custom role (e.g. "Regional Lead")
- Create a new custom role by clicking “+ Add Role”
Note: Only Admins with permission to manage roles and permissions can create or edit roles.
Give the role a clear, descriptive name, especially if multiple users will be assigned to it (e.g. "US Managers - Reporting Only").
Step 3: Assign Reporting Permissions
Once you’re in the role editor, use the search bar or scroll to locate the reporting permissions. Here are the key permissions to consider:
🔍 Core Reporting Permissions
View Insights Dashboard
Allows access to the Insights tab with overview metrics.
View Advanced Analytics
Grants access to detailed dashboards, like Learner Progress, Programs, Goals & Objectives, and 1:1s.
Export Reports
Allows the user to export data from analytics dashboards.
👥 People-Scoped Reporting
To limit what a user sees in reports (e.g. only their region or team), use Scoping Filters like:
- People in Group
- People by Manager
- Smart Group Access
This ensures users only see data relevant to their scope.
Step 4: Assign Users to the Role
Once your role has the right permissions:
- Go to Admin > Manage Users
- Search for and select the relevant user(s)
- Click Edit User
- Scroll to the Permissions section
- Add the new role from the dropdown
Tip: You can assign multiple roles to one user if needed.
Step 5: Test Access
To ensure the role is configured correctly:
- Log in as a test user (if available)
- Masquerade as the user
- Or ask the assigned user to confirm what they can access under Analytics
They should see the tabs and dashboards that match the permissions you've set.
Common Use Cases
| Role Example | Permissions Enabled | Scope Applied |
|---|---|---|
| HR Business Partner | View Advanced Analytics, Export Reports | People in Department |
| Regional Manager | View Insights, Learner Analytics | People by Manager |
| L&D Coordinator | View Programs, Courses, Survey Reports | Specific Smart Groups |
FAQs
Q: Can I give someone access to analytics but not admin tools?
Yes—roles are flexible. Just include only reporting permissions, and leave out anything related to course creation, user management, or system settings.
Q: What if someone only needs access to one dashboard?
Permissions aren’t granular to individual dashboards—but you can narrow their scope to reduce what data they see within any dashboard.
Q: Can reporting permissions be combined with Manager roles?
Yes—a manager can have additional custom roles for broader reporting beyond their direct reports.
Need Help?
If you’re unsure what permissions a user needs or how to structure access, reach out to your Account Manager or Bridge Support, we’ll help ensure your data is both accessible and secure.
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