You can now manage and access your project users as well as email, text, and call them – all from within Bridgit!
How to use the directory:
Tap the mail icon to send an email to a trade
Tap the text icon to quickly message a trade
Tap the phone icon to call a trade directly
Who can view the Directory:
Project Managers (full/limited role): will have full access to all users in the Directory.
Trades: will be able to see everyone under their own company and users with a Project Manager role.
If you aren't using the directory, but want to start, follow these steps:
- Download a template
- Fill out the spreadsheet with the appropriate details
- Send the spreadsheet to your Customer Success Manager or firstname.lastname@example.org
- We'll get the data uploaded for you
- And you’re done! Start contacting your project team with just a few clicks