Project Management Bridge: Managing User Roles

DESCRIPTION

This article helps CMEI staff with the Office Administrator role effectively manage user roles within PM Bridge. Learn how to respond to role requests, review user information, and modify assigned roles to ensure your team has the access they need.

The User Role Management feature in PM Bridge allows Office Administrators to approve, deny, and assign roles to users. This ensures that only authorized personnel have access to specific functionalities within the system, maintaining security and efficient workflow.

STEP 1: Manage User Roles in PM Bridge

You will receive an email from pmb-do-not-reply@ee.doe.gov when someone requests a PM Bridge role in your office. This email includes a sign-in link for quick access.
From the PM Bridge home page, select Administrative: User Management. This action will open the User Management List.

STEP 2: Review User Role Requests

Review the User Management List: This section displays all users with existing or requested roles in your office.
Identify Active Requests: Look for highlighted users, as this indicates they have active role requests pending your review.
Click on the name of a requesting user to open a detailed view of their information and requested roles.

The User Information: User Profile section provides a comprehensive overview of the selected user, helping you make informed decisions about role assignments.

STEP 3: Approve or Deny Requested Roles

All roles this user has requested will appear within the Requested Role section.
Review each requested role.
Click the green checkmark next to a role to Approve the request and grant the user access.
Click the red 'x' next to a role to Deny the request.
Undo an Action: If you make a mistake, click the blue arrow to revert your last action.

CAUTION: If this is the only role request for a user with no previously approved roles, denying it will disable their entire account. To avoid this, consider adding alternative roles if appropriate (see Step 4).

STEP 4: Add or Modify Roles for a User

Review existing roles; newly added roles appear highlighted in green.
Add new roles if you require different or additional roles than originally requested.
- Choose the relevant office from the dropdown.
- Pick the new desired role.
- Click '+Add': Confirm your selection to assign the new role.
To remove an existing role, click the trash icon next to a role to delete it from the user's profile.

STEP 5: Save and Notify of Changes

Click the Save button to apply all your modifications.
The system will automatically send a notification email to the user, summarizing the roles that have been approved or denied.

Frequently Asked Questions

What should I do if denying a role request will disable a user's account?
- If a user has no other approved roles and you need to deny their only request, avoid disabling their account by instead navigating to the "Add Roles" section (Step 4). From there, you can add an appropriate alternative role or discuss their needs further before making a decision.
How will I know when there's a new role request?
- You will receive an email notification from pmb-do-not-reply@ee.doe.gov, which includes a direct link to sign into PM Bridge and review the request.
Can I undo an approval or denial if I change my mind?
- Yes, you can click the blue arrow icon next to an action to undo it before saving your changes.
Will the user be automatically informed about the changes made to their roles?
- Yes, after you click the "Save" button, the system automatically sends a notification email to the user with a summary of their updated role assignments.

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