# People *Bridge Admin Portal – Bridge Services LLC* ## Overview of People Tab The **People** section manages everyone with access to the Bridge platform, including administrators, project managers, foremen, and safety officers. --- ## Features ### 1. People Directory Displays all registered users, including their: - Name - Email - Phone Number - Pay Group [![Screenshot 2025-11-20 160833.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-160833.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-160833.png) ### 🔍 Viewing & Managing an Individual User When you click on a user in the directory, you’re taken to that user’s profile page. This page is organized into three tabs — **General**, **Access**, and **History** — with an **Edit** button in the top‑right corner. [![Edit_User_Button.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-161918.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-161918.png) [![Screenshot 2025-11-20 163047.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-163047.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-163047.png) #### 🧑 General Tab The **General** tab contains personal details and employment information: - **General Information** - **First Name / Last Name** – required fields. - **Email** – used for login and notifications. - **Phone Number** – optional contact number. - **Language** – the user’s preferred UI language. - **Title** – job title or role descriptor (e.g., Laborer, Supervisor). - **Photo** – upload a headshot or ID photo (shows as “No photo” if blank). - **Employment & Pay Rate** - **Employment Type** – e.g. Full‑Time, Part‑Time, Contract. - **Pay Rate** – hourly or salary rate; used for payroll & billing reports. - **Pay Frequency** – Weekly, Bi‑weekly, Monthly, etc. - **Billing Type** – determines how the user’s time is billed (if applicable). - **Badge Preview [![Badge__Preview.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-163514.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-163514.png)** - A mock‑up of the user’s ID badge showing your company logo and the user’s name/photo. - This updates as you edit the photo or name. You can click **Edit** to modify any of the above fields, upload a photo, or update pay rate and employment details. > \*Example, in Order: > > Step 1.) > > [![Edit_User_2.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-163953.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-163953.png) > > Step 2.) > > [![Edit_User_1.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-164039.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-164039.png) > > Step 3.) > > [![SavingA_User_Prof.png](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/screenshot-2025-11-20-164056.png)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/screenshot-2025-11-20-164056.png) #### 🔐 Access Tab – Detailed Overview The **Access** tab is where you manage a user’s permissions across the Bridge platform. It’s divided into three panels: **Application Role**, **Organization Access**, and **Project Access**. ##### 🏢 Application Role This section controls the user’s global (tenant‑level) role. - **Tenant Role Picker**: A dropdown where you assign the user’s platform‑wide role (e.g., Member, Leader, Administrator). - Changing this role affects what the user can do across all tenants (if they belong to multiple). - **View Permissions**: Opens a modal listing all permissions granted by the selected role. Use this to review what the user can see or manage. - **Edit Role**: Takes you to the role configuration page (if you have permission) where you can adjust the underlying permissions of that role. > \*Example: [![User Permission View](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763498496071.jpg)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/image-1763498496071.jpg) ##### 🏢 Organization Access This panel lists the organizations (sub‑entities under a tenant) that the user belongs to and lets you assign new ones. - **Assign to Organization**: Opens a search dialog where you can pick an organization and assign the user a specific **Organization Role** (e.g., Supervisor, Laborer). - **Organization Cards**: Once assigned, each organization appears as a card showing: - Organization name and description - User’s role in that organization - Quick action icons (edit role or remove user) - If the user isn’t part of any organizations, a message such as “This user is not assigned to any organizations.” will appear. ##### 📁 Project Access This section handles project‑level assignments and permissions. - **Assign to Project**: Opens a picker to select a project and choose a **Project Role** (Leader, Member, or a custom project role). - **Project Cards**: For each project assigned, a card displays: - Project name and client - Role (e.g., Leaders, Member) - Location (address) for quick reference - Icons to **edit** (change role) or **remove** (unassign user) — typically a pencil/edit icon and a trash bin icon. - You can add a user to as many projects as needed, each with its own role. Removing a user from a project here immediately revokes their access to project files, tasks, and time clock entries. ##### 💡 Tips for Using the Access Tab - **Granularity**: Use the Application Role to set the user’s baseline permissions, then tailor their Organization and Project roles for more granular control. - **Bulk Assignments**: If you need to add a user to multiple projects or organizations, you can do so one after another without leaving this tab. - **Audit Changes**: Any change you make here (assigning, removing, or changing roles) will appear in the **History** tab with a timestamp, creating an audit trail. By using the Access tab, administrators can quickly see and adjust where a user is active, ensuring they have the correct level of access across the Bridge platform. #### 📜 History Tab The **History** tab provides an audit log of the user’s activity and account events: - **Invitation Sent** – Date/time the account was created or invitation email was sent. - **Password Resets** – Records of password reset requests and completions. - **Role Changes** – When roles are added, changed, or removed. - **Project Assignments** – When the user is added to or removed from a project. - **Login Activity** – Time stamps of the user’s last successful login (if logged). This log helps administrators troubleshoot account issues and maintain compliance. > \*Example: [![User History View](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/scaled-1680-/image-1763500659586.jpg)](https://bookstack.austindurham.com/uploads/images/gallery/2025-11/image-1763500659586.jpg) #### ✏️ Editing & Deactivating - Click the **Edit** button to update personal details, change a user’s email, upload a photo, or modify pay rates. - To **deactivate** a user, change their status to **Inactive**; they will no longer be able to log in, but their records remain for auditing. - You can also **reset a user’s password** from the Edit view if they have trouble logging in. --- *These additional details ensure administrators understand what information they can view and manage when inspecting an individual user’s profile.* Feel free to include a screenshot of a user’s profile page:contentReference\[oaicite:0\]{index=0} to visually support this explanation. ### 2. Adding a User 1. Click **Add User**. 2. Fill out user details (name, email, role, assigned tenant). 3. Set an initial password or send an invite link. 4. Save to complete registration. ### 3. Editing or Deactivating Users - To edit, select a user and update their details. - To deactivate, toggle their status to **Inactive**; they’ll no longer appear in active lists. --- ## Permissions and Roles
RoleDescription
**Administrator**Full platform access including settings, billing, and user management.
**Project Manager**Manage projects and documents within assigned tenants.
**Foreman**Log work hours, upload safety reports, and manage field data.
**Safety Officer**Oversee safety documentation and compliance forms.
--- ## Common Workflows ### Invite New Users 1. Navigate to **Users**. 2. Click **Add User** and choose “Send Invite.” 3. The user will receive an email to set up their account. --- *Last Updated: November 12, 2025* *(Managed by Bridge Platform Administration Team)*