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Before You Begin

Follow the steps below:

STEP

1: Access the Role Management Page

• From the

PM Bridge Dashboard, select

• main dashboard, locate and click the settings icon.

• Click View and Request Roles to access the page where you can manage your assignments.

STEP 2: Select Your Office Location

Click

• You can either click the Expand All Location link to

reveal all available options

• see every option or use the arrows/carets next to

navigate

• each section to find and expand your specific office location.

Select

• Once expanded, select your office from the

expanded list

• listed options.

STEP 3: Review and Select Roles

• Review the descriptions of the

available

• roles

displayed

• , which are organized hierarchically by location. This helps you understand what each role entails.

• Check the box next to each role you

wish

• want to request.

Your selections

• As you select them, they will appear in the

“Selected Roles”

• “Selected Roles” section.

Note: Office-level roles make you eligible to be assigned to projects in various capacities.

• Review Existing and Pending Roles:

  • Existing Roles:

Review your current roles. Roles you already possess are not available for re-request

• • Look at the roles you already have. These cannot be requested again.

  • Pending Requests: If you have

existing role requests

• • previously requested roles that are

pending, these roles

• • still waiting for approval, they will be

displayed

• • listed in the "Existing Roles" section

and denoted as

• • with "(Requested)"

. These roles are also not available for re-request

• • next to them. You cannot request these again.

  • No

Existing

• • Current Roles: If you

do not

• • don't have any existing roles, you will see a message stating "No existing roles."

will be displayed.To remove an unwanted role selection

• If you accidentally select a role or change your mind, uncheck the

corresponding

• boxnext to it, or click the trash can icon next to

it

• the role in the “Selected Roles” section

.

• .

STEP 4: Submit Your Request

Click Finish to submit your request.

• Click Finish to send your request for review.
• In the pop-up confirmation box, click Yes to finalize your request, or No if you need to go back and make more changes.

STEP 5: What Happens Next?

Upon

• After a successful submission, the system will

register

• record your request.

A

• You will see a confirmation message

will appear with the header

• titled "PM Bridge Role Request Confirmation"

and

• with the text: "Your role request has been submitted for review and approval."

• Your Office Administrator will then review and either approve or deny your request.

• You will receive an email

confirmation

• once your requested role(s) have been approved and activated, confirming your new access.

Frequently Asked Questions

1. Why can't I request a role I already have? The system automatically shows roles you possess as "Existing Roles" and prevents re-requesting them to avoid duplication and streamline the process. Your administrator has already granted you access.

2. I clicked "Finish" but got an error. What should I do? The most common reason for this error is not selecting any roles. Before submitting, make sure you have checked the box next to at least one role you wish to request.

3. How long does it take for my role request to be approved? After you submit your request, it goes to your Office Administrator for review and approval. You will receive an email notification once your request has been processed and your new role(s) are active. The exact time may vary depending on your administrator's availability.

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