# Get to know the people in your workspace

> Who works in Bridge, their licence, their access and their teams.

- Type: Screen tour
- App: Admin console
- Screen: Users and Teams
- Section: General settings
- Also searched as: users, people, teams, licences, permissions, roles, access, add user
- Open: https://help.bridge.new/console/users?lang=en
- Markdown: https://help.bridge.new/md/console/users.md

Everyone who works in Bridge, in one place

Add the people of this workspace, give them a licence, group them in teams and decide what each person can do. Everything here applies to the workspace you are working on.

## What you can do

- Add people or import a list
- Licences and add-ons, seat by seat
- Access by area, or with a role
- Teams, managers and out of office

## Steps

### Step 1 · Each row is a person who works in Bridge

See everyone who works in this workspace, one row per person.

The Users tab lists everyone in this workspace with their teams, access, licence and status. Click a row to open the person; a chip such as “2 teams” shows its detail without opening anything. The other tabs organise the same people: Teams, Roles, Org chart and User fields, the extra details you keep about each person.

- Each row shows teams, role, access, licence and status
- Click a row to open the person
- A chip such as “2 teams” shows its detail

Open: https://help.bridge.new/console/users/1?lang=en

### Step 2 · Add one person or a whole list

Add one person at a time or a whole list from a spreadsheet.

Add user opens an editor in three steps: the person and their licence, their workspace access and their administration rights. The email always uses a domain verified for Norte SAS, and the new person stays Pending until they sign in for the first time. To add many people at once, Import reads a spreadsheet and skips anyone already here.

- Add user opens an editor in three steps
- Pending until their first sign in
- Import reads a spreadsheet and skips people already here

Open: https://help.bridge.new/console/users/2?lang=en

### Step 3 · A licence lets a person sign in

Give each person a licence and the add-ons they need.

Each person has Bridge Business, Bridge Call Center or no licence, and without one they cannot sign in. Seats are counted as you choose, for example 8 of 12 Bridge Business seats free. Add-ons such as Voice Local or Bookings are billed on top of the licence, and each one shows how many are left.

- Bridge Business, Bridge Call Center or no licence
- Without a licence, a person cannot sign in
- Add-ons are billed on top of the licence

Open: https://help.bridge.new/console/users/3?lang=en

### Step 4 · What each person can do in Bridge

Decide what each person can do, area by area.

Access is set area by area: Chat, Marketing broadcasts, Contacts, Reports, Surveys and Audit. Each area is No access, Full access or Custom, where you tick only the permissions needed, and each report can cover the whole workspace, their teams only or the people they manage. Administrators also get the Admin Panel sections you select.

- Each area: No access, Full access or Custom
- Reports: whole workspace, their teams or the people they manage
- Administrators also get the Admin Panel sections you select

Open: https://help.bridge.new/console/users/4?lang=en

### Step 5 · One role, the same access for many people

Give the same access to many people with one role.

A role is a named set of permissions, such as Service advisor. Choosing it in the editor fills every area and the administration rights at once, read only. Editing a role updates everyone who has it, except people whose permissions were adjusted by hand, marked Adjusted.

- A role is a named set of permissions
- Choosing it fills every area at once
- Editing a role updates everyone who has it, except Adjusted

Open: https://help.bridge.new/console/users/5?lang=en

### Step 6 · People who work together

Group the people who work together.

A team groups people, and one person can be in several teams, like Daniel Hayes in Commercial and Customer relations. Each team can have a Responsible chosen among its members. The Org chart tab draws every team with its people, built from what you set here.

- One person can be in several teams
- Each team can have a Responsible
- The Org chart tab draws every team with its people

Open: https://help.bridge.new/console/users/6?lang=en

### Step 7 · Active, out of office or archived

Change a person’s status from their row.

The status pill in each row changes a person’s status. Out of office asks for the last day away, who attends their customers and an automatic reply, as for Amelia Grant, covered by Olivia Brooks. Archiving stops a person signing in and frees their seat; their conversations and history are kept.

- Active, Out of office or Archived
- Out of office: last day away, who attends, automatic reply
- Archiving frees the seat and keeps the history

Open: https://help.bridge.new/console/users/7?lang=en

## Related guides

- More in General settings: [Get to know your contacts](https://help.bridge.new/md/console/contacts.md): Your customers and prospects, and who can see them. · Open: https://help.bridge.new/console/contacts?lang=en
- More in General settings: [Import contacts](https://help.bridge.new/md/console/contacts-import.md): Add many contacts at once from a spreadsheet, without duplicates. · Open: https://help.bridge.new/console/contacts-import?lang=en
- More in General settings: [Create a contact attribute](https://help.bridge.new/md/console/contacts-attribute.md): Keep your own information about each contact, such as Customer type or Renewal date. · Open: https://help.bridge.new/console/contacts-attribute?lang=en
- More in General settings: [Choose who sees contacts](https://help.bridge.new/md/console/contacts-access.md): Decide who can create contacts and which contacts each person sees. · Open: https://help.bridge.new/console/contacts-access?lang=en
- More in General settings: [Create a WhatsApp template](https://help.bridge.new/md/console/whatsapp-template.md): Create a WhatsApp template and send it for approval to start conversations. · Open: https://help.bridge.new/console/whatsapp-template?lang=en
- More in General settings: [Get to know your team's rules and hours](https://help.bridge.new/md/console/rules.md): How your team writes and when it replies. · Open: https://help.bridge.new/console/rules?lang=en
