Configure Your Bridge Setting as a Tenant


Figure 1: Individual Bridge Manager Control Panel Dashboard Screen
Figure 1: Individual Bridge Manager Control Panel Dashboard Screen

As a Bridge Manager, you need to update the Setting first. Click the Settings menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and the settings page will open, as shown in Figure 2 below.

Figure 2: Individual Bridge Manager Control Panel Settings Screen
Figure 2: Individual Bridge Manager Control Panel Settings Screen

Currently, you will have four types of settings, as shown in Figure 2 above.

  • General
  • Match Tag
  • Match Category
  • Member Category

General

Click on the General card, as shown in Figure 2 above, and you will be redirected to the General settings page, as shown in Figure 3 below.

Figure 3: Individual Bridge General Settings Screen
Figure 3: Individual Bridge General Settings Screen

You can edit the below details and click the Submit button to save the general settings for the particular Bridge, as shown in Figure 3 above. The details that can be updated are:

  • Title (Textbox - Mandatory): Title of the Bridge
  • Type (Single Select Box - Mandatory): Select the type of the Bridge
  • Create Public Page (Radio Button - Mandatory): Select if you want a public page for the Bridge or not (If selected Yes, then the Handle textbox will appear)
    • Association
    • Company
    • Group
  • Handle (Text box - Mandatory): Type your handle name for public view
  • Display Email of Member (Radio Button - Mandatory): Select if you want to display the member's email ID or not
  • Upload Icon (File Upload - Optional): Upload your handle logo or icon

As shown in Figure 3 above, click the Back icon at the top right of the screen to return to the settings main page.

Match Tag

Click on the Match Tag card, as shown in Figure 2 above, and you will be redirected to the Match Tag list page, as shown in Figure 4 below.

Figure 4: Individual Bridge Match Tag List Screen
Figure 4: Individual Bridge Match Tag List Screen
Add Match Tag

Click on the + Add Tag button available on the top of the screen, as shown in Figure 4 above and you will be redirected to the match tag add page, as shown in Figure 5 below.

Figure 5: Individual Bridge Add Match Tag Screen
Figure 5: Individual Bridge Add Match Tag Screen

You can add your matching tags on the text box as shown above. To add multiple match tag at a time, click on the + Add One More Tag link just below the textbox and click the Submit button once you added all your matching tags, as shown in Figure 5 above.

As shown in Figure 5 above, click the Back icon at the top right of the screen to return to the match tag list page.

Edit Match Tag

Click on the individual match tag Title from the list page, as shown in Figure 4 above and you will be redirected to the match tag edit page, as shown in Figure 6 below.

Figure 6: Individual Bridge Edit Match Tag Screen
Figure 6: Individual Bridge Edit Match Tag Screen

You can update the match tag and click the Submit button to save the changes, as shown in Figure 6 above.

Archive Match Tag

To archive a match tag, go to the edit page of that particular match tag and click the Archive this Tag button available at the bottom of the edit page, as shown in Figure 6 above.

Match Category

Click on the Match Category card, as shown in Figure 2 above, and you will be redirected to the Match Category list page, as shown in Figure 7 below.

Figure 7: Individual Bridge Member Category List Screen
Figure 7: Individual Bridge Member Category List Screen
Add Match Category

Click on the + Add Category button available on the top of the screen, as shown in Figure 7 above and you will be redirected to the match category add page, as shown in Figure 8 below.

Figure 8: Individual Bridge Add Match Category Screen
Figure 8: Individual Bridge Add Match Category Screen

You can add your matching category on the text box as shown above. To add multiple match categories at a time, click on the + Add One More Category link just below the textbox and click the Submit button once you added all your matching categories, as shown in Figure 8 above.

As shown in Figure 8 above, click the Back icon at the top right of the screen to return to the match category list page.

Edit Match Category

Click on the individual match category Title from the list page, as shown in Figure 8 above and you will be redirected to the match category edit page, as shown in Figure 9 below.

Figure 9: Individual Bridge Edit Match Category Screen
Figure 9: Individual Bridge Edit Match Category Screen

You can update the match category and click the Submit button to save the changes, as shown in Figure 9 above.

Archive Match Category

To archive a match category, go to the edit page of that particular match category and click the Archive this Category button available at the bottom of the edit page, as shown in Figure 9 above.

Member Category

Click on the Member Category card, as shown in Figure 2 above, and you will be redirected to the Member Category list page, as shown in Figure 10 below.

Figure 10: Individual Bridge Member Category List Screen
Figure 10: Individual Bridge Member Category List Screen

All the member categories and sub-categories will be listed in a tree structure, as shown in Figure 10 above.

Add Member Category

Click on the + Add Category button available on the top of the screen, as shown in Figure 10 above and you will be redirected to the member category add page, as shown in Figure 11 below.

Figure 11: Individual Bridge Member Category Add Screen
Figure 11: Individual Bridge Member Category Add Screen

You can add your member category on the text box as shown above. To add multiple member category at a time, click on the + Add One More Category link just below the textbox and click the Submit button once you added all your member categories, as shown in Figure 11 above.

As shown in Figure 11 above, click the Back icon at the top right of the screen to return to the member category list page.

Add Member Sub-Category

By hovering the member category title you can able to view the icons for adding member sub category, edit category and archive categoy, as shown in Figure 11 above.

Click on the + icon, as shown in Figure 11 above, and a popup window will open where you can add member sub category, as shown in Figure 12 below.

Figure 12: Individual Bridge Add Member Sub-Category Popup Screen
Figure 12: Individual Bridge Add Member Sub-Category Popup Screen

Enter the sub category name on the textbox and select the parent category from the drop menu, as shown in Figure 12 above, and the subcategory will be added, as shown in Figure 7 above.

Edit Member Category

Click on the edit icon by hovering the title of the member category or sub-category that you want to edit and the popup window will open where you can edit member category or sub-category, as shown in Figure 13 below.

Figure 13: Individual Bridge Edit Member Category Popup Screen
Figure 13: Individual Bridge Edit Member Category Popup Screen

Update the category name, as shown in Figure 13 above and the Submit button to update the category or sub-category name.

Archive Member Category

Click on the Delete icon by hovering the title of the member category or sub-category that you want to archive and the popup window will open where you can click the OK button to archive the member category or sub-category, as shown in Figure 14 below.

Figure 14: Individual Bridge Archive Member Category Popup Screen
Figure 14: Individual Bridge Archive Member Category Popup Screen