Deleting or Disabling Vendors, Offices, and Users in Brightflag Deleting or Disabling Vendors, Offices, and Users in Brightflag

Deleting or Disabling Vendors, Offices, and Users in Brightflag

Important

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

For audit, reporting, and data integrity purposes, these records must remain in the system.

For this reason, deleting vendor-related records is generally not permitted or not recommended unless there is no associated data or the record was added in error. 


Can I Delete a Vendor?

In most cases, no.

If the vendor has submitted invoices in Brightflag, the vendor record cannot be deleted.

Vendor records must remain in the system to preserve:

  • Historical invoice data

  • Reporting accuracy

  • Audit integrity


What Should I Do Instead?

You can deactivate the vendor by disabling all associated vendor users.

Once disabled:

  • The vendor will no longer be able to access Brightflag

  • Historical data remains intact

👉 See: How to Disable or Re-Enable a Vendor User

If helpful, you may also update the Custom Vendor Name to reflect that the vendor is no longer active.

👉 See: How to Assign or Update a Custom Vendor Name


Can I Delete a Vendor Office?

Generally, no.

Vendor offices are often linked to:

  • Users

  • Invoices

  • Matters

Deleting an office can impact historical records and reporting.


If an Office Must Be Deleted

If there is no alternative and an office must be removed, contact Brightflag Support.

You will need to provide:

  • The office to be deleted

  • A list of matters and users currently assigned to that office

  • An alternative office within the same vendor to move:

    • Any associated users

    • Any associated invoices

    • Any associated matters

Support will review the request and advise next steps.


Can I Delete a Vendor User?

No.

Vendor users cannot be permanently deleted.


What Should I Do Instead?

Disable the user.

When disabled:

  • The user cannot log in

  • They will stop receiving notifications

  • Their historical activity remains preserved

👉 See: How to Disable or Re-Enable a Vendor User