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If you need to manage your access within the PM Bridge system, this article shows you how to view your current roles and request new ones. This ensures you have the right permissions to perform your tasks effectively.

Before you start, make sure you are a registered PMB user. This guide will walk you through the process of requesting new roles step-by-step.

STEP 1: Access the Role Management Page

From the 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

You can either click the Expand All Location link to see every option or use the arrows/carets next to each section to find and expand your specific office location.
Once expanded, select your office from the listed options.

STEP 3: Review and Select Roles

Review the descriptions of the roles, which are organized hierarchically by location. This helps you understand what each role entails.
Check the box next to each role you want to request. As you select them, they will appear in the “Selected Roles” section.
Review Existing and Pending Roles:
- Existing Roles: Look at the roles you already have. These cannot be requested again.
- Pending Requests: If you have previously requested roles that are still waiting for approval, they will be listed in the "Existing Roles" section with "(Requested)" next to them. You cannot request these again.
- No Current Roles: If you don't have any existing roles, you will see a message stating "No existing roles."
If you accidentally select a role or change your mind, uncheck the box next to it, or click the trash can icon next to the role in the “Selected Roles” section.

Note on Office-Level Roles: Selecting office-level roles will allow you to be assigned to various projects within that office.

STEP 4: 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.

Select at Least One Role: You must choose at least one role before submitting. If you don't, an error message will appear: "At least one role must be selected in order to submit."

STEP 5: What Happens Next?

After a successful submission, the system will record your request.
You will see a confirmation message titled "PM Bridge Role Request Confirmation" 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 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.