Bridgit Bench 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 will be able to create and name permission groups and assign users however they choose. Let's get started!
Navigate to:
Settings > Account > Permission Groups
Click + 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 what permissions the new group will include. All permission groups will include the View Only permission. Only Administrator will 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 will appear until the conflict is resolved.
Bridgit Bench 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. |
| 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. |
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