Once you've set up a vendor and vendor offices in Brightflag, the next step is to add vendor users. These users will interact with your company through the Brightflag Law Firm Portal to upload invoices and manage vendor-related tasks.
📌 Important: For security reasons, Brightflag Support cannot add or upgrade user access. Vendor user management is handled by the firm and the customer directly.
Steps to Add Vendor Users
📌 Note:
⚠️ If you have not yet created an office for this vendor, you must do so before adding vendor users. 👉 How to Create a Vendor Office
| Step | Action |
|---|---|
| 1. Navigate to Vendor Management | Go to Menu > Vendors > Vendor Management. |
| 2. Open the Users Section | Click Users next to the relevant vendor. |
| 3. Add a New User | Click + Add New User. |
| 4. Enter User Details | ✔ Ensure the user's email address is accurate – The user will receive a password reset email, so verify the email is correct. ✔ Enter their First Name and Last Name. ✔ Assign the correct User Role. ✔ Select the appropriate Office – The office assignment determines which matters and invoices the user can access. |
| 5. Confirm and Save | ✔ Click Add Vendor User to complete the process. ✔ The user will receive an email with instructions to reset their password and activate their account. ✔ You cannot activate a user's account on their behalf. |
📌 Tip: If the vendor user does not follow the First Name/Last Name format (e.g., general firm e-billing users), you can enter a preferred format:
| Field | Example |
|---|---|
| First Name | Law Firm Name |
| Last Name | Ebilling |
| Initials | LE |
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.
📌 Tip: If you're assigning Vendor Admin access, they will also have permission to manage user access for their firm.
✔ Change a vendor user’s role
✔ Disable a user’s access
✔ Add or remove other vendor users