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.Inviting a New Staff Member
1
Open the Admin tab
Go to Settings and click the Admin tab.
2
Click Invite Staff
In the Users section, click the + Invite Staff button in the top-right corner of the table.
3
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.
4
Send the invite
Click Send Invite. The staff member receives an email with a link to set their password and complete account setup. Their status will show as Inactive until they finish setup.
Changing a Staff Member’s Role or Office
1
Find the staff member
In the Users table under the Admin tab, locate the staff member you want to update.
2
Open the edit panel
Click the Edit icon (pencil) in the Actions column for that row.
3
Change the role
Select the new role from the Role dropdown, then click Save Role. The change takes effect immediately.
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
1
Open the edit panel
Click the Edit icon next to the staff member in the Users table.
2
Enter a new password
In the Reset Password field, type a new password. Passwords must be at least 12 characters.
3
Apply the reset
Click Reset. The staff member must use this new password on their next login.
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.1
Find the staff member
Locate the active staff member in the Users table.
2
Click the deactivate button
Click the Deactivate icon (circle with a slash) in the Actions column. A confirmation dialog appears.
3
Confirm deactivation
Click Yes, Deactivate. The staff member’s status changes to Inactive and they are immediately locked out.
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
1
Go to the Admin tab
Open Settings → Admin.
2
Find the Offices section
Scroll down to the Offices card.
3
Add a new office
Click + Add Office and fill in the office details: name, city, state, address, and phone number.
4
Save
Click Save. The new office is immediately available to assign to staff members.
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. Alongside data changes — client record creates and updates, case status changes, document uploads, and admin actions such as staff invitations and role changes — the log also captures:- Record views — each time a staff member opens a specific client, case, or ACA pipeline record, tracking who has accessed which record.
- Sign-in and session events — logins, logouts, and two-factor authentication activity, including enrollment and verification.
- Security events — failed logins, failed two-factor attempts, permission-denied attempts, and password changes.
- Exports — intake packet generation.
Viewing today’s event counts
The Security & Audit Logs card at the bottom of the Admin tab shows counts of activity logged today at a glance, including data changes and security events.Viewing the full audit log
1
Open the Admin tab
Go to Settings → Admin and scroll to the Security & Audit Logs card.
2
Click View Full Audit Log
Click the View Full Audit Log button. This opens the dedicated audit log viewer.
3
Browse and filter entries
The log viewer shows each entry’s timestamp, actor (staff name and email), action type, affected record, a plain-English description, and IP address. Narrow results by Date Range (all time, today, this week, this month, or a custom range), by Action Type, by User, or by searching an email address or message.
4
Page through results
Entries are shown 50 at a time. Use Previous and Next to move between pages; the viewer shows which entries you are viewing out of the total.
The full audit log is only accessible to Owner and Admin roles. Managers can see today’s event counts on the Admin tab but cannot open the full log viewer.