Adding Users

There are multiple ways to add users to your BridgeU account. 

Users can be uploaded via Managebac Integration, in bulk or on an individual basis. Expand each section below to find your preferred way.

Improved ✨ Bulk uploading users via spreadsheet 

Follow the below step-by-step instructions to import new users via spreadsheet straight onto your school’s account. 

💡 Tip: Before you start the import, here are a couple of tips to bear in mind:

  • You can start the import process, navigate away and send invites at a later stage.
  • You can cancel your import at any time by clicking the Cancel import button. You can then start the import again.
    Read Step 5 for further information.

Step 1: Download the relevant import template and complete the Import new users page 

Go to School Settings > Import Users via Spreadsheet > Import new users.  

Download the relevant user import template by user type. You can choose to upload Students, Students and parents, Parents, Advisors or Report Writers. You can use either .xlsx or .csv file format for the upload.

Next, fill out all required columns on the template with the relevant details.

If you have a large number of students with different advisors, it is recommended to create multiple templates per assigned advisor, upload each template and assign the relevant advisor to ALL students. The advisor profile must already exist on BridgeU before the upload process.

When importing new students, there are additional drop-down fields on the Import new users page for your review:

    • Select a graduating year for students in the file: This is a required field and a great option to use when all students have the same graduating year.  If the students have different graduating years, this information will only be used for students with blank graduating year fields on the upload template.
    • Assign an Advisor for ALL students in your file (optional): This section is optional and can be left blank if assigning arrangements have not been confirmed yet or if the advisor’s account has not been created. If no advisor is assigned then students will be uploaded without an advisor but don’t worry, you can adjust this in the Students tab after the upload. View this article to learn about Bulk actions to manage students 

Once you have filled out the relevant fields on the template and on the Import new users page, click Start Import.

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Step 2: Upload file

Drag and drop the file OR browse your device to upload the completed .xlsx or .csv file to this page.

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Step 3: Review and Confirm the data

At this stage, you’ll be able to review the users ready to import. If there are any users to review before finalising the upload, a separate tab will appear to review flagged users. The listed users to act on will indicate the exact fields that need to be reviewed before the import. For example, you may see actions such as invalid email addresses or email already imported.

You do not need to re-upload your spreadsheet. You can make the necessary changes directly on the act on tab without having to adjust the original file. Once the changes have been made, click Check and save next to each user’s profile. Once all fields have been updated, click Continue to final step on the bottom left of the page.

You can continue with the import process without reviewing the act on notices. The upload will only import the users included on the ready to import tab.

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Step 4: Preview invite email

This is the final step to confirm all details before sending email invites. Here, you get a summary of the number of accounts ready for import or not ready to import (if applicable) and preview the invitation email before proceeding with the import. 

When you’re ready to send the invites to your users, click Send invites NOW. Registration emails will be sent to users straightaway. Alternatively, you can navigate away and revisit at a later time to send email invites or click Schedule Invite to select a date for your invites to be automatically sent to users.

Once you have selected a date and confirmed your Schedule Invite, this action cannot be cancelled or amended. 

Step 5: Previously imported records

You can navigate back to Import new users page to view previously imported records such as:

      • Date created
      • Created by
      • Uploaded file 
      • Status
      • View record 

After importing your template, you can navigate away at any time and your progress will be saved. You can return at a later time to view your file, complete the import and/or send the registration emails to new users. Simply navigate to the Import Users by Spreadsheet page, scroll down to Previously imported records and click View Record on the import that is Ready to Review. See an example screenshot:

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Adding individual Students

Students can also be added individually from within BridgeU.

Step 1: Click on Students from the left-side menu.

Step 2: Click on Add Student in the top right corner.

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Step 3: Fill out the required fields.

  • Required fields: First name, Surname, Email
  • Optional Fields: Date of Birth, Graduating year, Assigned advisor, Labels, Parents

Step 4: Click add student at the bottom right corner.

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If you have set up the ManageBac integration with BridgeU, please click here for instructions to import students into BridgeU.

 

Adding individual Staff members

Staff can be added individually from within BridgeU. Staff members can be nominated as an Advisor for full access to BridgeU, or a Report Writer for access to the Reference Letters tool only.

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Step 1: Click on School Settings from the left-side menu.

Step 2: Click on the Staff tab.

Step 3: Click on  Appoint a staff member in the top right-hand corner.

Step 4: Enter the staff member’s first name, last name, and email address.

Step 5: If the staff member is only using BridgeU for Reference Letters, check the tickbox marked Only has access to Reference Letter Report Writing. Otherwise, leave this tickbox unchecked.  

Step 6: Click Appoint new staff member.

 

Adding Parents

Parents can be given access to their children’s BridgeU accounts. This will give them full access to make changes as if they were logged in as their child. 

Step 1: Click on Students from the left-side menu.
Step 2: Select a student for whom you wish to add parents, click on the more menu icon mceclip0.pngand click Edit Student

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Step 3: Click on Add Parent

Step 4: Enter the first name, Surname and email. Repeat for any further parent accounts.

Step 5: After all parents have been added, click Edit Student. The parent(s) will receive an invite email sent from pat@bridge-u.com to activate their account.

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Please note that siblings must have different parent email addresses attached to their student accounts.

Adding Report Writers
To add Report Writers to BridgeU, log into your Advisor account, navigate to School Settings > Import Users via Spreadsheet > Import new users download the Report Writer template and upload this to your account to create new Report Writer accounts. Revert to the above section named: Bulk uploading users via spreadsheet for step-by step guidance on this process. 

You can manually assign Report Writers in your Reference letter tool by clicking Manage Report Writers. Further instructions are available in this article: BridgeU's Reference Letters Tool Guide 

Check out the instructions for Assigning Report Writers in Bulk too!

Managebac Integration

If you have any questions, need further assistance or have some general feedback for us - we’d love to hear from you! Contact our Support team via Live Chat and by emailing hi@bridge-u.com.

You can also ask our BridgeU Community, a space exclusively for our BridgeU counsellors to ask questions, share insights, provide feedback and get help not just from BridgeU, but directly from other BridgeU counsellors.

 

 

Next: Edit users

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