Adding Users

Please follow the below step-by-step instructions to import new users via spreadsheet straight onto your school’s account.
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Step 1: Go to School Settings (top-right dropdown) > Import Users via Spreadsheet > Import new users.
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Step 2: Download the template that matches the user type you're importing.

You can choose to upload Students, Students and Parents, Parents, Advisors or Report Writers. You can use either .xlsx or .csv file format for the upload.

Next, fill out all required columns on the template with the relevant details.

If you have a large number of students with different advisors, it is recommended to create multiple templates per assigned advisor, upload each template and assign the relevant advisor to ALL students. The advisor profile must already exist on BridgeU before the upload process.

When importing new students, there are additional drop-down fields on the Import new users page for your review:

Once you have filled out the relevant fields on the template and on the Import new users page, click Start Import.

Step 3: Drag and drop the file OR browse your device to upload the completed .xlsx or .csv file to this page.

Step 4: At this stage, you’ll review all users who are ready to be imported. Start by checking the import summary and reviewing all users listed under the Ready to import section.
If required, switch to the Act on users tab to review any flagged records. Some users may show issues such as invalid email addresses, duplicate emails that have already been imported, or missing required fields. You do not need to re-upload the file to fix these issues. Instead, you can directly edit the user details in the Act on tab and click Check and save for each updated user. Once all necessary changes are completed, click Continue to final step at the bottom left to proceed.
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You can also continue without fixing the flagged users, but only users marked as Ready to import will be included in the import.

Step 5: This step to confirm everything looks right before registration emails go out.

Start by reviewing the import summary to confirm how many users are ready to import and check any flagged as not ready. Then preview the invitation email to see exactly what users will receive.

Finally, choose when to send invites:

⚠️ Once scheduled, the send date cannot be changed or cancelled.
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Step 6: You can return to any past upload at any time from the Previously imported records section.

For each upload, you'll see the date created, who created it, the file name, import status, and an option to View record. From here, you can continue a saved import, send pending invitation emails, or review past upload activity.

​Please refer to the below video for detailed explanation:
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Students can also be added individually from within BridgeU.

Step 1: Click on Students from the left-side menu.

Step 2: Click on Add Student in the top right corner.

Step 3: Fill out the required fields.

Date of birth can be entered by free typing the date in the format DD/MM/YYYY

Step 4: Click add student at the bottom right corner.

Staff can be added individually within BridgeU.
They can be assigned as:

Step 1: Click on School Settings from the left-side menu.

Step 2: Click on the Staff tab.

Step 3: Click on Appoint a staff member in the top right-hand corner.

Step 4: Enter the staff member’s first name, last name, and email address.

Step 5: Set access level

Step 6: Click Appoint new staff member.

Thats it The staff member has now been added successfully.
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Parents can be granted access to their child’s BridgeU account, allowing them to log in and view or update information on behalf of the student. This feature helps parents stay involved in the student’s university and career planning journey.
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Step 1: From the left-hand navigation menu, click on Students to open the student management page.

​Step 2: Find the relevant student from the list and click on the pencil icon (Edit Student). This will open a pop-up where you can update student details and add parent information.

Step 3: Click on Add Parent inside the student profile.

Step 4: Enter the parent’s: First name, Surname and Email address. Once the details are entered, click on Apply to add the parent details. Click on Submit to successfully add the parent account.

Once added, the parent will receive an invitation email from pat@bridge-u.com to activate their account and access the student’s BridgeU profile.

Report Writers can be added to BridgeU either in bulk or individually. They only have access to the Reference Letters tool.

Here’s a quick video showing how to upload multiple Report Writers using a spreadsheet:

To add multiple Report Writers at once:

You can also assign Report Writers directly within the Reference Letters tool:

For full details, see: BridgeU's Reference Letters Tool Guide

Check out the instructions for Assigning Report Writers in Bulk too!

and thats it, Report Writers will now have access based on the method used above.
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BridgeU integrates with ManageBac to allow seamless user setup and import.

You can complete this process in two steps:

For a quick overview of both setup and importing users, watch this short video:|
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For full step-by-step guidance, refer to the following help articles: