Settings > Account > Permissions
Bridgit Bench offers varying levels of permissions that can be set for users. Select the appropriate permission set to effectively manage all aspects of the resource plan for your project. Custom permission sets can be created to help adjust user roles as needed.
Table of Contents
- System Permission Sets
- Default System Permission Sets
- Hourly Workforce Planning Permission Sets
- Hourly Workforce Planning System Permission Sets
- Permissions and Functions
System Permission Sets
Administrator - Allows users to manage everything (account settings, users, people, projects, and allocations)
Full Contributor - For users who need to manage aspects of the resource plan but should not have full Administrator access
View Only - Restricts users to only viewing non-private information
Custom Permission - A permission set uniquely created by an Administrator for a Bridgit Bench user. Custom permission is available after account creation and not by default.
Default System Permission Sets
Hourly Workforce Planning Permission Sets
The Hourly Workforce Planning feature must be enabled to access these permission sets.
Full Contributor Salaried & Hourly - Manage all salaried & hourly people, roles, allocations, and projects.
View Only Salaried & Hourly - View all salaried & hourly people, roles, allocations, and projects.
Full Contributor Hourly - Manage all hourly people, hourly roles, hourly allocations, and projects.
View Only Hourly - View all hourly people, hourly roles, hourly allocations, and projects.
Full Contributor Salaried - Manage all salaried people, hourly roles, hourly allocations, and projects.
View Only Salaried - View all salaried people, hourly roles, hourly allocations, and projects.
Hourly Workforce Planning System Permission Sets
The Hourly Workforce Planning feature must be enabled to access these permission sets.
Permissions and Functions
Here is a breakdown of the System Permission Sets:
| Permission | Bridgit Bench Functionality |
| Manage Communication |
Send email or SMS communications about projects and assignment alerts |
| Manage Settings | View and update account settings, custom fields, users, and permissions. Only Administrators will have this permission. |
| View All People and Roles | View all people, projects, roles, allocations, and the dashboard |
| View Projects | View all projects, including details and dates |
| View Private Fields | View private fields on people and projects |
| View Financial Fields | View financial fields on people |
| Manage People | Add, edit, and deactivate people in the account |
| Manage Projects | Add, edit, and delete projects, including project details and dates. Note that editing project dates can impact roles and allocations on the project. |
| Manage Roles | Add, edit, and remove roles on a project. Note that editing and removing roles can impact allocations on the project. |
| Manage Allocations | Add, edit, and delete allocations on a project |