Account Settings

Last updated: March 6, 2026

Account Settings is where administrators manage the technical and organizational configuration of their Bridgit account. This includes setting up service accounts for integrations and configuring account-wide preferences like localization and custom terminology.

Eligibility/Prerequisites

Access to Account Settings requires administrator-level permissions. If you do not see the Settings option in your top navigation bar, you do not have the required access level.

Note: If your account has an active integration, contact your Customer Success Manager before making changes in Account Settings.

How to Use

Accessing Account Settings

  1. Select the Settings icon in the top right navigation bar

  2. Navigate to the Account section in the left sidebar

  3. Select either Service Accounts or Basic Settings

Service Accounts

Service accounts are non-human user accounts used to authenticate to the Bridgit bench API. Each service account is assigned a unique identifier, password, and a permission group that controls what the service account can access.

Creating a Service Account

  1. Navigate to Settings > Account > Service Accounts

  2. Select Add service account in the top right corner

  3. Enter a Name for the service account

  4. Select a Permission Group from the dropdown

  5. Click Save

Username and password will be shown with the option to apply IP Whitelisting.

Note: After creation, service accounts can have a password re-set or IP Whitelisting added. Name and permission group are fixed.

Basic Settings

Basic Settings contains account-wide configuration options including your organization's display name, logo, localization preferences, and custom terminology.

Logo

Upload your organization's logo to display it within your Bridgit account. Accepted formats: .jpeg or .png

Localization

Configure regional preferences to match your organization's standards.

  • Distance from Project

  • Currency

  • Date Format

Custom Naming

Custom Naming allows you to replace the default profile type terminology with language that matches your organization's conventions.

To update a term:

  1. Locate the Default Term you want to replace (e.g., Salaried)

  2. Enter your preferred term in the Custom Term field (20 character limit)

  3. Click Save

To revert a term to its default, clear the field and click Save.