There are multiple ways to add users to your BridgeU account. Users can be uploaded via Managebac Integration, in bulk or on an individual basis.
Expand each section below to find your preferred way.
Bulk uploading users via spreadsheet
Bulk uploading users via spreadsheet
💡 Tip: Before you start the import, here are a couple of tips to bear in mind:
You can start the import process, navigate away and send invites at a later stage.
You can cancel your import at any time by clicking the Cancel import button. You can then start the import again.
Read Step 5 for further information.
Here’s a short video showing how to upload and review users:
Follow the below step-by-step instructions to import new users via spreadsheet straight onto your school’s account.
Step 1: Download the relevant import template and complete the Import new users page
Go to School Settings (selectable in the top right dropdown) > Import Users via Spreadsheet > Import new users.
Download the relevant user import template by user type. 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:
Select a graduating year for students in the file: This is a required field and a great option to use when all students have the same graduating year. If the students have different graduating years, this information will only be used for students with blank graduating year fields on the upload template.
Assign an Advisor for ALL students in your file (optional): This section is optional and can be left blank if assigning arrangements have not been confirmed yet or if the advisor’s account has not been created. If no advisor is assigned then students will be uploaded without an advisor but don’t worry, you can adjust this in the Students tab after the upload. View this article to learn about Bulk actions to manage students
Once you have filled out the relevant fields on the template and on the Import new users page, click Start Import.
Step 2: Upload file
Drag and drop the file OR browse your device to upload the completed .xlsx or .csv file to this page.
Step 3: Review and Confirm the data
At this stage, you’ll review all users ready to be imported.
1. Check your import summary
View all users listed under Ready to import
If needed, switch to the Act on users tab to review flagged records
2. Fix any flagged issues (if applicable)
You may see issues such as:
Invalid email addresses
Duplicate emails already imported
Missing required fields
You don’t need to re-upload your file.
Instead:
Edit the details directly in the Act on tab
Click Check and save for each updated user
3. Continue the import
Once all issues are resolved, click Continue to final step (bottom left)
Or proceed without fixing flagged users (only “Ready to import” users will be included)
Step 4: Preview invite email
This step lets you confirm details before sending registration emails.
1. Review import summary
Check how many users are ready to import
Review any users marked as not ready (if applicable)
2. Preview the invitation email
View the email that will be sent to users
3. Choose how to send invites
You can:
Send invites now → emails are sent immediately
Schedule invite → choose a future date for sending
Once scheduled, the invite date cannot be changed or cancelled.
Step 5: Previously imported records
You can return to previously uploaded files at any time.
In the Previously imported records section, you can see:
Date created
Created by
Uploaded file name
Import status
Option to View record
From here you can:
Continue a saved import
Send pending invitation emails
Review past upload activity
Adding individual Students
Adding individual Students
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.
Required fields: First name, Surname, Email
Optional Fields: Date of Birth, Graduating year, Assigned advisor, Parents
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.
Adding individual Staff members
Adding individual Staff members
Staff can be added individually within BridgeU.
They can be assigned as:
Advisor – full access to BridgeU
Report Writer – access only to the Reference Letters tool
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
If the staff member only needs access to Reference Letters, tick:
“Only has access to Reference Letter Report Writing”Otherwise, leave this box unchecked to give full Advisor access
Step 6: Click Appoint new staff member.
Thats it The staff member has now been added successfully.
Adding Parents
Adding Parents
Parents can be given access to their child’s BridgeU account. This allows them to log in and view or update information as if they were the student.
Step 1: Go to Students
Click Students from the left-hand menu.
Step 2: Select a student
Find the relevant student
Click the more options (⋯) menu
Select Edit Student
Step 3: Add a parent
Click Add Parent.
Step 4: Enter parent details
Fill in:
First name
Surname
Email address
Repeat this step if adding multiple parents.
Step 5: Save changes
Click Add Student to confirm.
What happens next
Parents will receive an invitation email from pat@bridge-u.com
They must activate their account to gain access
⚠️ Please note that siblings must have different parent email addresses attached to their student accounts.
Adding Report Writer
Adding Report Writer
Report Writers can be added to BridgeU either in bulk or individually. They only have access to the Reference Letters tool.
🎥 Watch: Bulk upload Report Writers
Here’s a quick video showing how to upload multiple Report Writers using a spreadsheet:
For full step-by-step written instructions, see below.
Option 1: Bulk upload Report Writers
To add multiple Report Writers at once:
Log into your Advisor account
Go to School Settings > Import Users via Spreadsheet > Import new users
Download the Report Writer template
Complete the file and upload it to BridgeU
For detailed guidance on each step, refer to:
👉 Bulk uploading users via spreadsheet
Option 2: Add Report Writers individually
Go to School Settings > Staff
Click Appoint staff member
Enter:
First name
Surname
Email address
Tick: Only has access to Reference Letter Reporting Writing
Click Appoint new staff member
Option 3: Assign via Reference Letters tool
You can also assign Report Writers directly within the Reference Letters tool:
Click Manage Report Writers
Follow the on-screen instructions:
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.
Managebac Integration
Managebac Integration
BridgeU integrates with ManageBac to allow seamless user setup and import.
You can complete this process in two steps:
Set up the ManageBac integration
Import users via ManageBac
🎥 Quick guide: ManageBac integration + user import
For a quick overview of both setup and importing users, watch this short video:
Detailed setup and importing instructions
For full step-by-step guidance, refer to the following help articles:
And thats it!
If you have any questions, need further assistance or have some general feedback for us - we’d love to hear from you! Contact our Support team via Live Chat and by emailing hi@bridge-u.com.
You can also ask our BridgeU Community, a space exclusively for our BridgeU counsellors to ask questions, share insights, provide feedback and get help not just from BridgeU, but directly from other BridgeU counsellors.