Administrators control who can log in to Bridgit and what they can do within the platform. You can invite new users, modify existing user settings, update permissions, change email addresses, names, titles, adjust sign-in methods, and remove users who no longer need access.

Eligibility/Prerequisites

Permission required: Administrator access

Only users with administrator permissions can manage other users in Bridgit.

How to Use

Accessing Account User Settings

1. Click the Settings icon in the top navigation bar

2. Navigate to Account > Users

Inviting a New User

1. Click the "Invite User" button in the top right

2. Enter the user's email address

3. Select the appropriate permission level from the dropdown

4. Click "Invite"

The user will receive an email invitation to set up their account and create their password.

Resending an Invitation

To resend an invitation to a user who hasn't accepted or whose invitation has expired:

1. Navigate to the Invited Users section

2. Click the "Re-send invitation" button beside the users name

Editing an Existing User

To modify a user's settings:

1. Locate the user in the Active Users list

2. Click the pencil icon beside their name

3. Make your desired changes (email address or permission level)

4. Click "Save"

Changing a User's Sign-In Method

To switch a user's authentication method (for example, from username/password to Microsoft SSO, or to implement SAML):

1. Locate the user in the Active Users list

2. Click the pencil icon beside their name

3. Click "Resend Invitation"

4. The user will receive a new invitation email to set up the new sign-in method

This is particularly useful when your organization implements SAML or SSO after initial user setup.

Deleting a User

When someone no longer needs access to Bridgit:

1. Locate the user in the Active Users list

2. Click the X icon beside their name

3. Confirm the deletion

Common Workflows

Onboarding a new team member: Invite the user with appropriate permissions based on their role, ensuring they receive access before their start date.

Handling expired invitations: Check the Invited Users section regularly and resend invitations that have expired to ensure new users can complete their setup.

Updating permissions as roles change: Edit a user's permission level when they take on new responsibilities or move to a different team.

Switching to SSO after go-live: Use the resend invitation feature to transition existing users from username/password to your organization's SSO system.

Handling email address changes: Update the email address in the user's profile without disrupting their access or requiring a new invitation.

Restoring access for returning employees: If a previously deleted user needs access again, send them a new invitation through the standard invite process using their original email address.

Common Questions