Settings
This guide will look into the Settings section of the side-bar menu. The Settings section is broken up into 3 tabs:
This article will focus on the Projects tab.
Settings 
> Projects > System fields
Here you will find the default fields that will appear under each person. Click the pencil icon to edit a field.
- The blue star
denotes a mandatory field. - The eye icon
indicates a field is visible or private.
Settings > Projects > Custom fields
This is where you can add additional custom fields. Click the pencil icon to edit a field.
- The blue star denotes a mandatory field.
- The eye icon indicates a field is visible or private.
Custom fields can be 1 of 7 different field types:
- Text
- Single list selection
- Multi list selection
- Date selector
- Checkbox
- Phone number
- $ Value
In the example below there are three custom fields already created:
Settings > Projects > Custom fields > Manage Custom Selection Lists
From here you can edit any Selection Lists you have created by adding/removing items in a particular list. In the example below, we are modifying the Build type list and adding a 6th item to it called "Single family home".
Settings > Projects > Roles
This is where you would define the roles you wish to make available with your organization for Bridgit Bench. There are 5 default roles (which you can fully edit) and you can easily customize by adding additional roles as required.
- You can add up to 150 unique roles. Role Notes can be used to help reduce the number of roles added to an account.
Settings > Projects > Phases
Phases are an optional feature in Bridgit Bench that outlines different stages of a construction project. Phases can also be used if a job is paused while construction is underway. Bridgit Bench allows sub-phases under a parent phase.
Click here for additional info on Creating Phases on an Account.