How to Disable a User in Brightflag

N.B.: We do not recommend deletion of users as this will remove audits and logs associated with them.

This article explains how to disable a user in Brightflag and outlines the necessary steps to ensure they are fully removed from all associated workflows and roles.

How to Disable a User

To disable a user in Brightflag:

1. Go to Menu > Admin Settings > User Management.

2. Find the user you want to disable.

3. Toggle off the Enabled switch next to their name.

   

Once disabled, the user can no longer access Brightflag.

Pre-Disabling Checklist

Before disabling a user, follow these steps to prevent system issues or workflow interruptions:

1. Remove User from Matters

• Go to Menu > Matter Management > Search/Add Matters.

• Use filters to check if the user is listed as an Internal Matter Lead or Matter Participant.

  

• If listed, follow the steps in Bulk Updating Matters to remove them.

2. Reassign Workflow Responsibilities

• Go to Menu > Admin Settings > Workflows.

• Check if the user is assigned to any Invoice Approval Workflows.

• Reassign them as needed to avoid issues with future invoice routing.

• Contact your Brightflag Customer Success Manager if you need help updating workflows.

3. Update Department Roles

• Go to Menu > Admin Settings > Departments.

• Check if the user is listed as a Department Head.

• If so, update the department with a new head.

4. Remove as Invoice Approver on Pending Invoices

• Go to the Invoices section.

• Filter the Invoice Status to Pending. 

  

• Search for the user in the Approver dropdown filter.

  

• If they appear, update the invoice approver to a different user. Follow steps in Changing an Invoice Approver.

User Roles That Can Disable Users

• Admin Users only.