How to Assign a Vendor User to a Matter

Before a Vendor User can access a Matter in Brightflag, their law firm must first be added to that Matter.

• Vendor Admins – Automatically gain access to the Matter once their vendor has been assigned.
• Office Admins – Require their vendor office to be assigned to the Matter.
• Standard Users – Must be individually assigned to the Matter.

• Click here for steps on how to add a Vendor Firm to a Matter 
• Click here for steps on how to add a Vendor Office to a Matter

🛠️ Assigning a Vendor User to a Matter

• Go to Matter Management > Search/Add Matters and click on the Matter Reference to open the Matter Overview.
  
• Click the "Vendors" tab.
  
• Based on the current vendor assignment status:
• If no vendor has been added:
• Click "Get Started", then select the vendor from the dropdown list.
  
• Select the Vendor Office from the second dropdown list.
  
• In the Vendor Users field, remove the "Only Admins" option by clicking the ❌.
  
• Select the user from that office you want to add to the Matter and click "Add".
  
• If an existing vendor is already assigned:
• Click "Edit Vendors", select the vendor you want to add from the dropdown menu.
  
• Select the Vendor Office from the second dropdown list.
  
• In the Vendor Users field, remove the "Only Admins" option by clicking the ❌.
  
• Select the user from that office you want to add to the Matter and click "Add".
  
• Choose "Add New Vendors" to ensure that existing vendors remain assigned and click save.
  

  ---

  📌 Note: If a law firm user cannot find the Matter in Brightflag after being added, refer to this guide for troubleshooting steps.