Users & Roles

Once you have set up your main Bridges, you can add users, select their role, add teams, and subscribe them to the right Bridges.

User roles

There are 3 user roles in Starbridge:

Consumer

Consumers can view signals from Bridges shared with them, action signals (e.g., “Needs action” → “Actioned”), receive email digests, export Bridges as CSVs, and explore signals for research. They also have full access to RFP actions.

Builder

Builders can do everything a Consumer can, plus create/edit Bridges, configure the consumer Bridge view (filters, sorts, and column visibility), and define buyer lists for Bridges. Builders have access to all Bridges within an organization.

Admin

Admins can do everything a Builder can, plus manage organization settings: edit the organization profile, add/remove users, create/manage teams, configure bridge credit limits, set up integrations, monitor credit usage, access API keys, and set up SSO.

You can modify user roles after initial role assignment. For team setup best practices, see Team Setup Best Practices.

Special note for Admins: As of January 6, we split the role of User into Builder and Consumer. (The Admin role remains unchanged.)

• Builders are Starbridge power users who build Bridges that surface the best signals for sales teams to act on.
• Consumers are sales team members who consume signals via their Feed or Email Digest, and conduct account research via Ask Starbridge, Bridges, and searches.

Add users

1. Open the Users settings

   Go to Settings → Organization Settings → Users.

   
2. Invite a user and assign a role

   Click + Add User, then specify the user’s Role.

   

Set territories by rep

If you need to set up initial buyer lists for Bridges, start here: Setup a Buyer List

Once your Bridge’s buyer lists are created, assign individual territories to reps. Each rep gets a personalized territory that filters Bridges, searches, and feeds by default—right from the start.

1. Open Users settings

   Go to Settings → Users.

2. Edit territory for a user

   Click the ⋯ menu next to a user → Edit Territory.

   
3. Select the user’s territory

   Choose the user’s territory.

   

Territory is a per-user setting. You can remove it at any time. If removed, the user will see all results (no default filtering).

Teams

As an admin, you can add users to teams. Admins and builders can share Bridges with one or more teams. Sharing a Bridge with a team automatically grants all team users access to the Bridge.

1. Open Teams settings

   Go to Settings → Teams.

   
2. Create a new team

   Click + New Team, then specify the team name and add any users you’d like.