Learn Admin Essentials: Step-by-Step Walkthroughs

Welcome to Bridge. In this series, we'll walk you through everything you need to set up your account and get the most out of the platform as an Admin.

We’ll cover everything from Account Settings and Custom Branding, to Managing Users and Groups, setting Roles and Permissions, using Categories and Tags, key tools, and where to find further support.

Let’s get started.

First, let’s look at the General Account Settings. Here, you can update key details like your organization’s language, timezone, notifications & password requirements.

Next, we’ll move on to Authentication settings, where you manage how users access the platform, including options like SSO setup.

After that, we’ll cover APIs and Apps, which let you connect Bridge with other systems and tools your organization might already use.

And finally, we’ll explore the Beta tab. This is where you can enable and try out new features before they’re officially released.

Lets get Started!

If you would like to add this to your own Bridge instance as part of a course, please use the following link: https://getbridge.storylane.io/share/7mpwxeza69rl to embed this into a course.

As this content is embedded, any future updates will automatically appear in your course as well.

Now, let’s explore the Custom Branding options. This is where you can tailor the look and feel of Bridge to reflect your organization’s identity.

Here, you can upload your company logo, set your brand colors, set font styles and background colors to match your organization’s branding guidelines.

Next, we’ll look at customizing the learner dashboard experience. You can add welcome messages and control how Bridge looks to your users.

Let’s dive in and make Bridge feel like a true extension of your organization!

Now, let’s take a look at Notifications. This is where you manage the messages Bridge sends to your users, helping ensure learners stay informed and engaged.

Here, you can customize which notifications are enabled, such as course reminders, completion alerts, and other system messages.

Let’s get started and make sure your learners get the right information at the right time!

If you would like to add this to your own Bridge instance as part of a course, please use the following link: https://getbridge.storylane.io/share/rwbbdvjxb2zq to embed this into a course.

As this content is embedded, any future updates will automatically appear in your course as well.

Let’s take a look at Subaccounts in Bridge. Subaccounts allow you to organize your Bridge instance into separate spaces.

They are useful when you want to manage external employees like temps, contractors, or partner organizations separately from your main employee group. Each subaccount can have its own branding, administrators, user permissions, and learning content, helping you manage different audiences more effectively.

In this video, we’ll show you how to create new subaccounts and manage existing ones.

Lets get started!

In this demo, we’ll walk you through how to manually add and manage users in Bridge. You’ll learn how to create new accounts, update user details, and set permissions to make sure everyone is ready for learning and development. Managing users effectively helps create a smooth experience and supports ongoing growth for your team.

You can also automate this process, if you’re interested, please reach out to our support team or your account manager for assistance, as this will require some technical setup.

Lets get started!

If you would like to add this to your own Bridge instance as part of a course, please use the following link: https://getbridge.storylane.io/share/2zfyg3ilehly to embed this into a course.

As this content is embedded, any future updates will automatically appear in your course as well.

Welcome to Managing Groups, In this walkthrough, you’ll learn how to create and manage groups of users in Bridge, making it easier to organize your teams, distribute content efficiently, and track learning progress across your organization.

Let's get started!

If you would like to add this to your own Bridge instance as part of a course, please use the following link: https://getbridge.storylane.io/share/svmxxmghntva to embed this into a course.

As this content is embedded, any future updates will automatically appear in your course as well.

Understanding Roles and Permissions in Bridge is essential for managing access and maintaining control over your account. By assigning specific roles, you can ensure that each user has access to the appropriate tools, features, and content relevant to their responsibilities. Whether you're giving someone admin rights, authoring access, or limiting them to learner-only views, Bridge allows you to tailor these roles to fit your organisation's needs. You can also create custom roles, giving you even greater flexibility by defining exactly what each role can and cannot access. This section will guide you through assigning, managing, and customising user roles effectively.

Lets get started!

Let’s take a look at Masquerading. This feature allows Account Admins to temporarily log in as any user in their account, without needing their password. It’s a helpful tool for troubleshooting or providing support, as you’ll see exactly what the user sees and can take actions on their behalf.

Let’s get started!

Welcome to the Content Marketplace, your one-stop destination for ready-made courses, training materials, and resources designed to enrich and enhance your learning environment. This marketplace features content from one of our trusted partners, OpenSesame. To explore additional options or partners, please contact your account manager.

Let's get started!

Categories and tags are powerful tools in Bridge that help you organise and manage your learning content more effectively.

Categories allow you to group related content together under broader topics, making it easier for both admins and learners to find what they need. For example, you might have categories like “Compliance Training,” “Onboarding,” or “Leadership Development.”

Tags, on the other hand, are more flexible and specific. They work like keywords and can be added to courses, programs, and journeys to help improve search ability and filtering. For instance, you could tag content with terms like “Remote Work,” “Sales Skills,” or “Q3 Mandatory.”

Using categories and tags strategically can enhance the learner experience, streamline reporting, and support a more scalable training structure across your organisation.

Lets get started!

The Manage Resources section in Bridge allows you to add, edit, or remove instructors and locations used for Live Training sessions. This ensures your training events have the right facilitators and venues assigned, making it easy for learners to know who will be leading their session and where it will take place. Keeping your resources up to date helps maintain accurate scheduling and a smooth registration experience for participants.

Lets get started!

That concludes our admin training series! If you have any questions or need further assistance, please don’t hesitate to reach out to your Account Manager or our support team (support@getbridge.com). You’re also very welcome to join one of our office hours sessions with the Customer Enablement team for live help and guidance. We’re here to support you every step of the way!