Get STarted
Building Bridge Client Portal
How to create, recover, and manage your building bridge account.
Client Portal
Create an Owner Account
Account owners have all permissions to access and update areas like billing information, user management and more...
2
Information
3
Email Preferences
4
Register!
5
Optional: Security
CLIENT PORTAL
Lost Password Reset
Forgot your password? Recovering your account is easy...
1
Password Reset Page
Click here to visit our password reset page.
If you are on the client portal sign-in Page, click "Forgot?".
2
Provide Email
Enter the email address associated with your account.
3
Find Validation Email
You will receive a "Password Reset Validation" email from "support@buildingbridge.com" (check your spam folder if one does not arrive within a few minutes. Click "Reset your password".
4
Choose Password
Enter and confirm a unique password and click "Save Changes".
If you use a password vault, we recommend using our "Generate Password" tool to quickly create a secure password. Be sure to save it somewhere secure.
5
Go to your Dashboard
Once your password is reset you will have the option to go directly to your dashboard. Depending on your cache and security settings, you may need to enter your new password again.
CLIENT PORTAL
Manage Contacts
Create contacts to easily communicate with vendors, clients, and other company affiliates.
1
Contacts Page
From your dashboard, click the arrow next to your name on your account tab, then click "Contacts".
2
Add a Contact
Click your "Choose Contact" dropdown and select"Add New Contact" at the bottom of the list.
3
Contact Details
Fill out all details fields for your contact.
4
Email Preferences
Click the radio buttons next to each type of email you would like your contact to receive from you.
5
Save Contact
Click "Save Changes" to add your contact to your list.
6
Manage Existing COntact
Click your "Choose Contact" dropdown and select "Add New Contact" at the bottom of the list.
7
Update or Remove
Click "Save Changes" to save your contact new information.
Click "Delete Contact" to permanently remove them from your contact list.
8
Find Validation Email
You will receive a "Password Reset Validation" email from "support@buildingbridge.com" (check your spam folder if one does not arrive within a few minutes. Click "Reset your password".
CLIENT PORTAL
Manage Users
Easily invite or remove users and edit their roles and permissions.
1
User Management Page
From your dashboard, click the arrow next to your name on your account tab, then click "User Management".
2
Invite a User
Click the "Invite New User" button.
3
Configure User Permissions
1. Enter the email address of the user that you would like to send and invitation to.
2. Click "Choose Permissions" to select different areas of your account you would like your new user to be able to view or edit.
3. Click "Send Invite".
4
User Invite Email
Your new user should receive an email from "support@buildingbridge.com" prompting them to create an account. To create their account they will need to click "Accept Invitation".
5
Resend INvite
If your user has not received an invitation email within a few minutes, advise them to first check their spam folder. If an invite did not arrive, try again by clicking the "Resend Invite" button next to their name in your "Pending Invites" list.
6
Invite Troubleshooting
If your user has not received an invitation email within a few minutes, first advise them to check their spam folder. In the event that their email was entered incorrectly you can cancel the invitation and try again by clicking the click the "X" next to their name in your "Pending Invites" list. If their email is correct, send the invitation again by clicking the "Resend Invite" button.
7
Manage Permissions for existing Users
To update permission settings for existing users, click the pencil icon next to their name in your users list.
8
Remove Users
To permanently delete a user, click the trashcan icon next to their name in your users list. This will immediately revoke all access to your company account.