User Management

What you can do here

Invite, review, and manage the people on your team — case workers, coordinators, and admins — in one place.

Who can access

• Organization Admins and Executive Admins have full access
• Coordinators can manage people only in their assigned areas

Pending approvals

When someone requests access, they appear in the Pending list.

• Approve to grant access
• Reject to decline the request (they’ll be notified)
• Coordinators can approve people only if they share at least one area

Tip: Approve quickly to keep onboarding smooth; use areas to keep access aligned with responsibilities.

Managing team members

From the Users page you can:

• View all team members in your organization
• See roles and basic details
• Keep your directory up to date

Need to change someone’s role or access? Use your standard internal process, then update their role in NeedBridge accordingly.

Helpful practices

• Assign areas to coordinators before delegating approvals
• Review the pending list weekly
• Keep names and roles current to avoid confusion

Troubleshooting

• Don’t see the Users page? Ask an admin to update your role
• Can’t approve a user? Make sure you share an area (for coordinators) or ask an admin
• Still stuck? Contact Support from the site footer