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
- Permissions and Functions
- Granular Permissions
System Permission Sets
Administrator - Allows users to manage everything (account settings, users, people, projects, and allocations)
Manage All - For users who need to manage all 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
Permissions and Functions
Here is a breakdown of the System Permission Sets:
| Permission | Bridgit Bench Functionality |
| View All Salaried |
View all salaried people, salaried roles, salaried allocations, and the dashboard |
|
Add Salaried People (Granular Permission) |
Add salaried people |
|
Edit Salaried People (Granular Permission) |
Edit salaried people profiles |
|
Deactivate Salaried People (Granular Permission) |
Deactivate salaried profiles |
|
Manage Salaried Time Off (Granular Permission) |
Add & remove time off for salaried people |
|
Manage Salaried Certifications (Granular Permission) |
Add, edit & remove certifications for salaried people |
| Manage Salaried Roles | Add, edit, and remove salaried roles on a project. Note that editing and removing salaried roles can impact allocations on the project. |
| Manage Salaried Allocations | Add, edit, and remove salaried allocations on a project |
| View Hourly People | View all hourly people, hourly roles, and hourly allocations |
| Add Hourly People | Add hourly people |
|
Edit Hourly People (Granular Permission) |
Edit hourly people profiles |
|
Deactivate Hourly People (Granular Permission) |
Deactivate hourly profiles |
|
Manage Hourly Time Off (Granular Permission) |
Add & remove time off for hourly people |
|
Manage Hourly Certifications (Granular Permission) |
Add, edit & remove certifications for hourly people |
|
Manage Hourly Roles
|
Add, edit, and remove hourly roles on a project. Note that editing and removing hourly roles can impact hourly allocations on the project. |
| Manage Hourly Allocations | Add, edit, and remove hourly allocations on a project |
| View Projects | View all projects, including details and dates |
| Add Projects | Add projects |
| Edit Projects | Edit information on existing projects including roles and allocations Note that Manage Roles and Manage Allocations permissions are required to edit project dates that impact roles and allocations on the project. |
| Delete Projects | Delete projects |
| View Private Fields | View private fields on salaried & hourly people, as well as projects |
| View Financial Fields | View financial fields on salaried & hourly people |
| Manage Communication | Send, view, and manage Assignment Alerts and Broadcasts |
| Manage Settings | View and update account settings, custom fields, users, and permissions. Only Administrators will have this permission. |
Granular Permissions
Granular permissions allow for more customization in permission sets than the system defaults. Eligibility depends on the account's tier and is currently for Enterprise accounts. Reach out to support@gobridgit.com for more details.