Settings > Account > Permission Groups
Bridgit Bench offers varying levels of permissions that can be set for users. Choose the permission groups that are right for your project to seamlessly manage all aspects of the resource plan. You can also create custom permission groups to help adjust user roles as needed.
Table of Contents
- Default Permission Groups
- System Permission Groups
- Permissions and Functions
- Self-perform Permission Groups
Default Permission Groups
Administrator - Allows users to manage everything (account settings, users, people, projects, and allocations)
Full Contributor - For users who do need to manage aspects of the resource plan but should not have the full Administrator access
View Only - Restricts users to only viewing non-private information
Custom Permission - A permission group uniquely created by an Administrator for a Bridgit Bench user. Custom permission is available after account creation and not by default.
System Permission Groups
Permissions and Functions
Here is a breakdown of the System Permission Groups:
|Permission||Bridgit Bench Functionality|
|Manage Settings||View and update account settings, custom fields, users, and permissions. Only Administrators will have this permission.|
|View All||View all people and projects in the account and the account dashboard|
|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 in the account. This includes project details and dates. Note that editing project dates can impact roles and allocations on the project.|
|Manage Roles||Add, edit, and delete roles on a project. Note that editing and deleting roles can impact allocations on the project.|
|Manage Allocations||Add, edit, and delete allocations on a project|
Self-perform Permission Groups
Administrators – Bridgit Bench admins will still have access to the entire resource planning solution. However, they’ll be responsible for assigning team members to the new permission groups, as well as creating any custom fields you’d like to track for your self-perform team.
Self-perform Requester – In most cases, this user will be the superintendent of the project. Once assigned to a project, this user will be able to make labor requests directly from the Bridgit Bench mobile app, and be able to view all of their active labor requests and assignments. This is a mobile-only user.
Self-perform Scheduler – This permission group will have access to all things self-perform (aside from account settings). They’ll have full access to manage all labor requests, assignments, and self-perform people. Because your Self-perform scheduler will need to add requesters to each project, this user will also have access to your Project List. This is a web-only user with limited access to the rest of your resource plans.
See our Self-perform section for more information about the Self-perform feature on Bridgit Bench.