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The View and Request Roles page allows users to manage their PM Bridge system roles by viewing existing assignments and requesting new ones. This ensures appropriate access and functionality within the system.

Before You Begin

  • You must be a registered PMB user.

Follow the steps below:

Step 1: Access the Role Management Page

  • From the PM Bridge Dashboard, select the settings icon.

  • Click View and Request Roles.

Step 2: Select Your Office Location

  • Click the Expand All Location link to reveal all available options or use the arrows/carets to navigate and expand your specific office location.

  • Select your office from the expanded list.

Step 3: Review and Select Roles

  • Review the descriptions of the available roles displayed hierarchically by location.

  • Check the box next to each role you wish to request. Your selections will appear in the “Selected Roles” section.

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

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

  • Pending Requests: If you have existing role requests that are pending, these roles will be displayed in the "Existing Roles" section and denoted as "(Requested)". These roles are also not available for re-request.

  • No Existing Roles: If you do not have any existing roles, a message "No existing roles" will be displayed.

  • To remove an unwanted role selection, uncheck the corresponding box or click the trash can icon next to it in the “Selected Roles” section.

Step 4: Submit Your Request

  • Click Finish to submit your request.

    • Important: You must select at least one role to submit. If no roles are selected, an error message will display: "At least one role must be selected in order to submit."

  • In the confirmation pop-up box, click Yes to finalize your submission, or No to return and make further changes.

What Happens Next

  • Upon successful submission, the system will register your request.

  • A confirmation message will appear with the header "PM Bridge Role Request Confirmation" and the text: "Your role request has been submitted for review and approval."

  • Your Office Administrator will review and approve your request.

  • You will receive an email confirmation once your requested role(s) have been approved and activated.


 

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