What is a Vendor Panel?
A Vendor Panel is your organization's list of approved vendors. Each vendor on the panel has a rule of engagement: the vendor office(s), matter category(s) and country/countries the firm is approved to work in.
Panels guide vendor selection in matters and RFPs toward the firms you've approved for that kind of work.
Panel Status
The vendor directory has a sortable Panel Status column showing On Panel or Off Panel.
The vendor profile header shows the same status.
How do I add a vendor to the Panel?
Select an active vendor. Inactive vendors can't be added.
Choose which offices the rule applies to, or select All Offices.
Choose which active matter categories it applies to, or select All Matter Categories.
Choose which countries it applies to, or select All Geographies.
Select Add to Panel.
Note: The country list isn't limited to countries where the vendor has an office.
If the rule exactly duplicates one already on the panel, the vendor isn't added and you'll see an error. You can add the same vendor more than once with different rules.
How do I edit or remove a vendor's rule on the Panel?
Edit a rule
Select Edit on the vendor's panel entry.
Update the offices, matter categories or geographies. To remove a single office, select the ✕ on its badge.
Select Save.
You can't change the vendor itself here. To do that, remove the vendor and add it again.
If you remove the last specific office from a rule, the rule changes to All Offices.
Remove a vendor from the panel
Select the trash icon beside the vendor.
This removes all of that vendor's rules at once. To keep some rules and drop others, edit the rule instead.
How do Panel rules affect which vendors I see?
When a matter category and/or country is supplied (for example, when selecting a vendor on a matter or RFP), Brightflag shows only panel entries whose rule covers every attribute supplied.
A rule set to "All" for an attribute covers any value for that attribute.
If a vendor has several rules and no single rule covers everything requested, the vendor isn't shown.
Inactive vendors are never shown.
If nothing matches, you'll see an empty result, not an error.