👥Users, Groups, and Roles - Complete Guide

This guide walks you through adding and managing users, groups, and roles in Briq.

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Accessing the Users Page

1. Go to the Admin tab in the main menu.

2. Click Users.

   • This opens a table showing all existing and invited users, along with their role, company, and status.

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Adding Users

1. On the Users page, click Add.

2. Fill in the required details:

   • Login Email Address – The email the user will use to log in.

   • Role – Select the role that determines the user’s permissions.

   • First Name and Last Name – Enter the user’s name.

   • Company / Department / Job Title – Add organizational info for reporting and access.

   • Mobile Number – Optional, for notifications or contacts.

   • Groups – Assign the user to relevant groups (e.g., AP Reviewers, Project Managers).

   • Manager – Assign a manager if applicable.

   • Default App – Choose the app the user sees first when logging in.

   • Alternate Email Address – Optional backup contact.

   • Project Unique ID – Link the user to a specific project, if needed.

3. Click Add User to save.

👉 After saving, Briq sends an invitation email to the user. They must accept the invite and create a password before logging in.

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Adding Groups

Groups make it easier to manage permissions and tasks across multiple users. Examples: Project Managers, AP Reviewers, Executives, or Departments.

1. Go to the Groups tab under Admin.

2. Click Add.

3. Enter a group name, select users, and link to projects if needed.

4. Click Add Group to save.

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Roles and Permissions

Roles control what each user can access and do in Briq. Standard roles include:

• Copilot Admin – Full control of schemas, templates, workflows, data, dashboards, user management, security, and audit trails.

• Copilot Editor – Can create/view workbooks, dashboards, and workflows.

• AP Autopilot Admin – Manage invoices, vendors, workflows, spend categories, banks, and credit cards.

• AP Autopilot Editor – Manage invoices and vendors; view workflows.

• PM Autopilot Admin – Control projects, datasets, dashboards, automations, and audit trails.

• PM Autopilot Editor – View dashboards and manage automations.

• People Admin – Manage People Timecard inbox, employee records, and reports.

• People Manager / Supervisor – Approve timecards and employee records.

• People Employee – Manage personal timecards.

Custom Roles

You can also create roles tailored to your needs:

1. Go to Roles under Users.

2. Click Add and define the role’s permissions.

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Deleting Users

To delete a user:

1. First deactivate the user.

2. Confirm deactivation in the pop-up.

3. Once deactivated, you’ll have the option to delete the user.