Once you've set up a vendor on Brightflag, the next step is to add vendor users. These users will be able to interact with your company through the Brightflag Law Firm Portal.
Steps to Add Vendor Users
Steps to Add Vendor Users
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Navigate to the following path:
Menu > Vendors > Vendor ManagementNote:
⚠️ If you have not already created an office for this vendor, you must do so before adding vendor users. -
Click on Users next to the relevant vendor.
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Click on + Add New User.
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Fill in the user's details, ensuring to select their User Role and Office, which will determine their access permissions.
Tip:
If the vendor user doesn't follow the First Name/Last Name format (e.g., general firm e-billing users), you can enter this information as preferred.
Example:- First Name: Law Firm Name
- Last Name: Ebilling
- Initials: LE
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Confirm the entry by clicking Add Vendor User. The user will receive an email with instructions to reset their password and activate their account.
Managing Vendor Users
You can change a vendor user's role or disable a user's access at any time by navigating to the vendor's Users page.
Important Notes:
- Ensure the user's email address is valid to receive the password reset instructions.
- Assign the correct office and role to ensure the user has access to the appropriate vendor-specific features.
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Keywords
Vendor users, vendor management, Brightflag, Law Firm Portal, adding users, vendor roles, vendor access, e-billing
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