Adding Vendors, Vendor Offices & Vendor Users to a Matter

You can add vendors, vendor offices, and individual vendor users to a matter, provided you can view it.

Two factors control access to matters for vendor users:

Steps to Assign a Vendor & Vendor Users to a Matter

Locate and open the matter (Menu > Matter Management > Search/Add Matters): Finding a Matter. If the matter doesn't exist yet, it must be created: Creating a Matter
Navigate to the Vendors tab
- Click Edit Vendor on the right side of your screen.
- 📝 Note: You can have more than one vendor on a matter. Vendors will only see their information.
Select the Vendor
- Choose the vendor from the dropdown list.
- If a vendor is not on the list, they will need to be added to your company.
Select the Firm Office
- Choose the firm office from the dropdown list.
- If a firm office is not on the list, it will need to be added to your company.
Select Firm Users
- Pick the firm users from the dropdown list.
- If you choose Any Firm Office, then the Only Admins option will be selected by default.
- ⚠️ Note: Vendor admins can assign their office’s vendor ordinary users within the Brightflag Law Firm Portal.
- If you select specific offices, you can also choose specific users. Selecting individual vendor users is only necessary if their access level is ordinary.
Add Additional Vendors (if needed)
- If you require more than one vendor on the matter, repeat the steps above until all vendors are added.

💡 Tip: If you experience any difficulties adding vendors or firm offices, consider reviewing the Vendor Management Guide for additional help.
⚠️ Warning: Ensure vendor permissions are properly set to avoid access issues for individual vendor users.

Adding vendors, assigning vendor users, vendor offices, Brightflag Law Firm Portal, matter management, vendor permissions, vendor access levels.