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The Settings page is where you manage your personal account and, depending on your role, your organization’s staff and offices. It is organized into tabs: User Profile, available to every user; Dashboards, visible to Admins and Owners for setting each role’s default dashboard; and Admin, visible to Manager, Admin, and Owner roles.

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User Profile Tab

The User Profile tab contains your personal information, two-factor authentication settings, and notification preferences.

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Updating your name

1

Open Settings

Select Settings from the left sidebar.
2

Locate Profile Information

The Profile Information card is shown by default on the User Profile tab.
3

Edit your name

Update the First Name and Last Name fields with the values you want.
4

Save

Click Save Changes. Your updated name takes effect immediately.

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Viewing your role and office

Your Role, Office, and Organization are displayed as read-only fields in the Profile Information card. These are assigned by your organization’s admin and cannot be changed from this page.

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Two-Factor Authentication

Two-factor authentication (2FA) is required for all BridgePoint CRM accounts. You can choose between two methods: an Authenticator App (TOTP) or Email Code.
Use Google Authenticator, Authy, or any TOTP-compatible app. You will be prompted for a 6-digit code from the app each time you sign in.
1

Install an authenticator app

Download Google Authenticator, Authy, or any TOTP-compatible app on your phone if you do not already have one.
2

Open the MFA section

Go to Settings → User Profile. Scroll to the Two-Factor Authentication card.
3

Start enrollment

In the Authenticator App row, click Switch to this. A QR code appears inline.
4

Scan the QR code

Open your authenticator app and scan the QR code. If your app does not support scanning, use the manual entry key shown beneath the QR code.
5

Enter the verification code

Type the 6-digit code currently shown in your authenticator app into the code field.
6

Enable 2FA

Click Enable 2FA. Once verified, the Authenticator App method becomes active and you will be prompted for a code at every sign-in.
Each QR code can only be enrolled once. If you switch away from TOTP and want to re-enroll, you will receive a new QR code and will need to add it to your app again.

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Default Dashboards

The Dashboards tab is visible to Admin and Owner roles. It lets you set the starting dashboard each role sees — the board a user gets before they customize their own, and the board every new hire in that role opens to.
Publishing a default only changes what people who haven’t customized their own dashboard (and new hires) get. Anyone who has already customized their board keeps their personal layout.
1

Open the Dashboards tab

Go to Settings → Dashboards.
2

Pick a role

Choose the role whose default you want to edit — Front Desk, Sales, Case Manager, Manager, Admin, or Owner. The editor loads that role’s current default (or its built-in starter if none has been published yet).
3

Arrange the board

Add, remove, resize, reorder, and configure widgets exactly as you would on your own dashboard. Only widgets that role is allowed to see are available. Click Add widget to open the catalog.
4

Publish

Click Publish to make this the default board for everyone in that role.
The charts in the editor preview against your own data. Row widgets like the schedule, your tasks, and recent clients show empty here — they fill in with each user’s own data once the published board loads for them.

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Admin Tab

The Admin tab is visible only to users with the Manager, Admin, or Owner role. It contains tools for managing staff, offices, and audit logs across your organization.
If you do not see the Admin tab, your role does not include admin access. Contact your organization’s Owner or Admin to request a role change.
For full documentation on staff management, office management, and audit logs, see Staff Management.