Create a New User

You can create new users in Bridge Compliance.

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.

Prerequisites:

• You must be assigned the Practice Admin user role.

Interactive Walkthrough

To follow an interactive walkthrough of this process, see Bridge Compliance Admin Requirement: Add and Manage Users.

Text Instructions

1. Choose Settings > My Users from the left menu.
2. (Optional) Review the list of users to ensure you are not creating a duplicate account.
   Tip: You can use the Search function to narrow down the user list.
3. Click the Create User button.
4. 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.
5. 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.
6. Click Save Information.

What Happens Next

A welcome email with login credentials will automatically be sent to the new user.

New users will show as Pending until they've logged in and created a password.

Need Help?

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].