Create a New User

To create and manage users, you must have the Practice Admin user role. If your organization does not yet have a Practice Admin, the first Practice Admin must be created by Customer Care. To designate a Practice Admin user, contact Customer Care at 800-337-3630 (option 3) or [email protected].

Each team member needs Bridge Compliance access for mandatory training and key documents. User profiles require unique email addresses to keep progress, tracking, and certificates separate.

See Bridge Compliance Admin Requirement: Add and Manage Users to follow a guided tour that shows you how to add users in Bridge Compliance.

Instructions

Tip: Before creating a new user, review the list of users in Settings > My Users. You can use the Search function to narrow down the user list. Taking this step helps prevent the creation of duplicate accounts.

1. Choose Settings > My Users from the left menu.
2. Click the Create User button.
3. Enter the new user's:
   • Location
     If there is only one location, this will automatically be applied and cannot be changed.
   • First Name
   • Last Name
   • Email
     Each user needs to have a unique email address for their account.
4. Assign the user role (Practice Admin or Practice Member).
   All staff members should be assigned the role of Member unless they are designated as an administrator for the Bridge Compliance platform.
   See About User Roles for more information on the user role types.
5. Click Save Information.
   A welcome email with login credentials will automatically be sent to the new user.
   Note: New users will show as Pending until they've logged in and created a password.