User Permissions

Permissions control what each team member can view and edit in Bridgit Bench. Administrators assign permissions to ensure users have appropriate access based on their responsibilities.

How to Assign Permissions to Users

Assigning Base Permissions

1. Go to Account Settings > Users

2. Select a user or click Invite User

3. Choose a Permission Group

4. Click Save or Send Invitation

Creating Custom Permission Sets

1. Go to Account Settings > Permission Sets

2. Click Create Custom Permission Set

3. Name your permission set

4. Select specific permissions to be included in the permission set.

5. Click Save

Setting Up Group-Based Permissions

Prerequisites:

• Account Groups must be enabled

Steps:

1. Go to Account Settings > Users

2. Select a user

3. Choose a Base Permission Group (this is the permission they will have for all groups by default - typically View Only)

4. Click Add access to specific groups

5. Select a group

6. Choose a permission set for that group

7. Repeat for additional groups

8. Click Save

Important Rules:

• Group permissions add to base permissions (not replace them)

• Manage Communications, View Financial, and View Private cannot be assigned as a Group permission.

• Administrators cannot have group-based permissions

Common Workflows

Prevent duplicate projects:

• Create custom permission set with Edit Projects and Delete Projects only (no Add Projects)

• Assign to users who work with integration-sourced projects

Prevent accidental deletions:

• Create custom permission set with Add Projects and Edit Projects only (no Delete Projects)

• Assign to users who create and update but shouldn't delete

Regional access control:

• Set base permissions to View Only

• Add group-based permissions for user's region (e.g., Manage Projects for Toronto group)

• User manages their region, views all others

Multi-region manager:

• Set base permissions to View Only

• Add group-based Manage Projects for Region A

• Add group-based Manage Projects + Manage People for Region B

• Manager has different access levels per region

Protect integration data:

• Remove Add People and Edit People permissions

• Grant only Manage Time Off and Manage Certifications

• Users update schedules without affecting integration-sourced profiles

Common Questions