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Permissions

*Bridge Admin Portal – Bridge Services LLC*LLC  

##

Overview  

Within the Bridge Admin Portal, permissions determine what each user can see and do. There are three scopes for permissions: **Application**Application, **Project**Project, and **Organization**Organization. Each scope has its own set of roles that control access at different levels of the platform.  

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**Application roles**roles govern global access across the entire Bridge platform (e.g., platform administrators who can manage tenants and system settings).  
- **Project roles**roles control what a user can do within a specific project (e.g., project members vs. project leaders).  
- **Organization roles**roles define permissions within an organization under a tenant (e.g., laborers, supervisors).  

Below you’ll find instructions on how to create and manage roles in each scope, along with a dedicated section on creating a new role.  

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Application Roles  

Application roles (sometimes called *Tenant roles*roles) determine what users can do across the entire Bridge application. Typical roles include “Leader” and “Member,” but you can create custom roles with tailored permissions.  

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Viewing Application Roles  

Navigate to **Settings → Roles → Application**Application to see existing roles. The summary cards show the role name, a description, and the number of permissions and members. Use this view to review or edit roles.  

> **Example:**  
>   In the screenshot below, the *Gardner 2*2 (default) and *Leader*Leader roles are visible under Application roles. The **Add Role**Role button at the top right is used to create a new application-wide role.  
> ![Application roles overview]({{application_screenshot}})Application roles overview  

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Creating an Application Role  

1.

  1. From the Application roles screen, click **Add Role**Role.  
    2.
  2. In the *Create role*role modal, choose **Blank role**role (start from scratch) or **Start from bundle**bundle (copy an existing role’s permissions).  
    3.
  3. Enter a **Role name**name (e.g., *Supervisor*Supervisor) and an optional **Description**Description.  
    4.
  4. If you want this to be the default role for new application users, check **Make this the default role for new members**members.  
    5.
  5. Click **Create Role**Role.  
    6.
  6. After creating the role, you’ll be taken to a permissions editor where you can enable or disable specific capabilities (e.g., managing tenants, editing settings). Save your changes when finished.  
    7.
  7. To assign users to the new role, go to **People**People, edit the user, and select the new role from the **Role**Role drop‑down.  

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Project Roles  

Project roles apply to individual projects. They let you control actions like viewing tasks, editing project details, or recording time entries. Default roles typically include **Member**Member and **Leader**Leader, but you can create roles tailored to your workflows.  

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Viewing Project Roles  

Navigate to **Settings → Roles → Project**Project. The default project roles will be listed, showing how many permissions and members each has.  

> **Example:**  
>   In the Project roles screen, you’ll see roles like *Member*Member and *Leaders*Leaders. The default role is highlighted, and you can create additional roles via the **Add Role**Role button.  
> ![Project roles overview]({{project_screenshot}})Project roles overview  

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Creating a Project Role  

1.

  1. Go to **Settings → Roles → Project**Project and click **Add Role**Role.  
    2.
  2. In the *Create role*role modal, select **Blank role**role or **Start from bundle**bundle.  
    3.
  3. Provide a **Role name**name and description (e.g., *Project Scheduler*Scheduler).  
    4.
  4. Check **Make this the default role**role if you want all new project members to receive this role by default.  
    5.
  5. Click **Create Role**Role.  
    6.
  6. The permissions editor will open. Enable project-specific permissions such as:      
       - View project details  
           - Edit tasks and milestones  
           - Add or remove team members      
       - Approve time entries  
    7.
  7. Assign the role within a project: open a project via **Projects**Projects, go to its **Team**Team section, and select the new role for each user.  

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Organization Roles  

Organization roles determine permissions within an organization under a tenant (for example, a subcontractor or department). These roles govern what users can do across multiple projects belonging to the same organization.  

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Viewing Organization Roles  

Go to **Settings → Roles → Organization**Organization to see existing organization roles. The role cards display the role name, description, and counts of permissions and members.  

> **Example:**  
>   The Organization roles page shows existing roles, like *Laborer*Laborer, and lets you add new roles via the **Add Role**Role button.  
> ![Organization roles overview]({{organization_screenshot}})Organization roles overview  

###

Creating an Organization Role  

1.

  1. Navigate to **Settings → Roles → Organization**Organization and click **Add Role**Role.  
    2.
  2. Choose **Blank role**role or **Start from bundle**bundle.  
    3.
  3. Enter a **Role name**name (e.g., *Supervisor*Supervisor) and optional **Description**Description.  
    4.
  4. (Optional) Set the role as the default for new organization members by checking the corresponding box.  
    5.
  5. Click **Create Role**Role.  
    6.
  6. In the permissions editor, configure organization-level permissions, such as:      
       - Manage users within the organization  
           - View all projects under the organization      
       - Edit organization details  
    7.
  7. Assign users by editing their profiles in **People**People or via the **Organization**Organization page and selecting the new role.  

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##

Creating a New Role – General Process  

Regardless of scope (Application, Project, or Organization), the process for creating a new role follows the same pattern. The modal shown below is the standard *Create role*role form:  

> ![Create role modal]({{create_role_modal}})Create role modal  

**Steps:**  

1.

**Open the Roles page for the desired scope**scope (Application, Project, or Organization).  
2. Click **Add Role**Role.  
3. **Choose a starting point:**  
       - **Blank role**role – Start with no permissions and add only what you need.      
   - **Start from bundle**bundle – Clone an existing role’s permissions as a template.  
4. **Name the role**role – Choose a clear and descriptive name that reflects the role’s purpose.  
5. **Add a description**description (optional) – Provide context for team members on when to use this role.  
6. **Set as default (optional)** – If this role should automatically apply to new members within the scope, enable the default option.  
7. Click **Create Role**Role.  
8. **Configure permissions**permissions – After creation, you’ll be directed to a page where you can toggle individual permissions. These may differ between scopes (e.g., project tasks vs. organization management).  
9. **Assign users**users – Go to the relevant area (People, Project Team, or Organization) and assign the new role to users.  

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Best Practices  

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**Use descriptive role names**names so team members understand their purpose (e.g., “Project Scheduler” instead of “Custom Role 1”).  
- **Limit privileges**privileges: only assign users the permissions they need to perform their tasks. Start with a default role and add permissions as necessary.  
- **Review regularly**regularly: periodically audit roles and assignments to ensure permissions align with current responsibilities.  
- **Test new roles**roles with a non‑critical user account to ensure the permissions work as expected before assigning them widely.  

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*Last Updated: 2025‑11‑12*12  
*(Managed by Bridge Platform Administration Team)*


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