This guide walks you through adding and managing users, groups, and roles in Briq.
Accessing the Users Page
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Go to the Admin tab in the main menu.
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Click Users.
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This opens a table showing all existing and invited users, along with their role, company, and status.
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Adding Users
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On the Users page, click Add.
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Fill in the required details:
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Login Email Address – The email the user will use to log in.
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Role – Select the role that determines the user’s permissions.
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First Name and Last Name – Enter the user’s name.
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Company / Department / Job Title – Add organizational info for reporting and access.
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Mobile Number – Optional, for notifications or contacts.
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Groups – Assign the user to relevant groups (e.g., AP Reviewers, Project Managers).
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Manager – Assign a manager if applicable.
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Default App – Choose the app the user sees first when logging in.
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Alternate Email Address – Optional backup contact.
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Project Unique ID – Link the user to a specific project, if needed.
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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.
Adding Groups
Groups make it easier to manage permissions and tasks across multiple users. Examples: Project Managers, AP Reviewers, Executives, or Departments.
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Go to the Groups tab under Admin.
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Click Add.
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Enter a group name, select users, and link to projects if needed.
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Click Add Group to save.
Roles and Permissions
Roles control what each user can access and do in Briq. Standard roles include:
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Copilot Admin – Full control of schemas, templates, workflows, data, dashboards, user management, security, and audit trails.
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Copilot Editor – Can create/view workbooks, dashboards, and workflows.
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AP Autopilot Admin – Manage invoices, vendors, workflows, spend categories, banks, and credit cards.
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AP Autopilot Editor – Manage invoices and vendors; view workflows.
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PM Autopilot Admin – Control projects, datasets, dashboards, automations, and audit trails.
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PM Autopilot Editor – View dashboards and manage automations.
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People Admin – Manage People Timecard inbox, employee records, and reports.
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People Manager / Supervisor – Approve timecards and employee records.
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People Employee – Manage personal timecards.
Custom Roles
You can also create roles tailored to your needs:
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Go to Roles under Users.
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Click Add and define the role’s permissions.
Deleting Users
To delete a user:
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First deactivate the user.
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Confirm deactivation in the pop-up.
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Once deactivated, you’ll have the option to delete the user.
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