Settings > Account > Permission Groups
Administrators can create their own custom permission groups to allow team members to contribute to their workforce plan in unique ways without allowing them to have full access to the tool. Administrators are able to create and name permission groups and assign users however they choose. Let's get started!
Create Custom Permission Groups
Click the + icon to add new custom permissions or select an existing one to edit or delete.
To create a new permission group, enter a name, and select the permissions for the new group. All permission groups include the View Only permission. Only Administrators have access to manage Settings.
Once a custom permission group has been created, it can then be assigned to active users via the Account User Settings.
Note: Custom permission groups cannot be deleted if a user is assigned; the user would have to be removed from the permission group first. An error message appears until the conflict is resolved.
Permissions and Functions
| 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 remove roles on a project. Note that editing and removing roles can impact roles and allocations on the project. |
| Manage Allocations | Add, edit, and remove allocations on a project. |