Brightflag

Go to Menu → Admin Settings → Vendor Management
Search for the vendor
Click Users
Locate the user
Tick the Vendor Admin checkbox
Click Upd...

How to Upgrade Vendor User Access

Vendor users in Brightflag have three access levels.Each level determines what they can see and manage within their firm’s account.See: Ho...

Overview of Vendor User Roles & Permissions

Go to Menu → Vendors → Vendor Management
Search for the relevant vendor
Click Users
Locate the user
To disable a user:Tick the Disabled ch...

How to Disable or Re-Enable a Vendor User in Brightflag

⚠️ After setting up a vendor, you must add at least one office.⚠️ A vendor must have at least one office before they can be assigned to ma...

How to Add Vendor Offices in Brightflag

Important
A vendor must have at least one office before users can be added.👉 See: How to Create a Vendor Office
For security reasons, Brig...

How to Add Vendor Users in Brightflag

What Is the Vendor Onboarding Email?When a vendor user is added to Brightflag, they receive an onboarding email.The purpose of this email ...

Vendor Onboarding Email – What It Is & What to Do If It’s Lost

Important
Vendor records (including vendors, offices, and users) are typically tied to invoice data submitted through Brightflag.
For audi...

Deleting or Disabling Vendors, Offices, and Users in Brightflag

There are two ways to add a vendor, depending on whether the firm already exists in Brightflag’s Global Vendor List.What is the Global Ven...

How to Add a Vendor to Brightflag

How to Manage a Law Firm Merger in BrightflagWhen one of your law firms merges with another, it is important to follow the correct steps i...

How to Manage a Law Firm Merger on Brightflag

Vendor Users & Access Management

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