Staff Roles
Every staff member in BridgePoint CRM is assigned one of the following roles. Roles control what each person can see and do across the platform.| Role | Description |
|---|---|
| Owner | Full access to all features, including organization-level admin and security logs. |
| Admin | Full access equivalent to Owner. |
| Manager | Most access — can manage staff roles, invite staff, manage offices, and view pipeline details. Cannot access organization-level admin or security logs. |
| Case Manager | Client and case work, program access, documents, and queue. Cannot manage staff roles or offices. |
| Front Desk | Queue and check-in only. Cannot add or edit clients, access the pipeline, or manage staff. |
Inviting a New Staff Member
Click Invite Staff
In the Users section, click the + Invite Staff button in the top-right corner of the table.
Fill in the invitation form
Enter the staff member’s First Name, Last Name, and Email address. Then select their Role and the Office they belong to.
When inviting via this form, you can assign the Manager, Case Manager, or Front Desk role. Owner and Admin roles must be assigned after the fact by editing the staff member’s record.
Changing a Staff Member’s Role or Office
Find the staff member
In the Users table under the Admin tab, locate the staff member you want to update.
Office assignment is set at invite time. To move a staff member to a different office after they have been created, contact your system administrator.
Resetting a Staff Member’s Password
Enter a new password
In the Reset Password field, type a new password. Passwords must be at least 12 characters.
Archiving (Deactivating) a Staff Member
Archiving a staff member disables their account so they cannot sign in. All their work, notes, and history are preserved.Click the deactivate button
Click the Deactivate icon (circle with a slash) in the Actions column. A confirmation dialog appears.
Deactivation is not permanent deletion. All records associated with the archived staff member remain intact and visible in the system.
Office Management
Creating a new office
Add a new office
Click + Add Office and fill in the office details: name, city, state, address, and phone number.
Editing an existing office
Click the Edit icon next to any office in the Offices list. Update the name, city, state, address, or phone number, then click Save Changes.Audit Log
BridgePoint CRM records an entry in the audit log for every significant action taken in the system — including client record creates and updates, case status changes, document uploads, login events, and admin actions such as staff invitations and role changes.Viewing today’s event count
The Security & Audit Logs card at the bottom of the Admin tab shows the number of events logged today at a glance.Viewing the full audit log
Click View Full Audit Log
Click the View Full Audit Log button. This opens the dedicated audit log viewer.
The full audit log is only accessible to Owner and Admin roles. Managers can see today’s event count on the Admin tab but cannot open the full log viewer.