Clients have the ability to set & assign a 'Custom Vendor Name' to each of your vendors on Brightflag.
You may want to do this to better manage internal records or enhanced vendor management.
Who Assignes a 'Custom Vendor Name' on Brightflag?
Only Client Admin roles have the ability to assign a 'Custom Vendor Name' to each vendor, should they so require.
Admins have the ability to assign a 'Custom Vendor Name' which will be reflected when vendor users log into the Brightflag Law Firm Portal.
Admins may do this to better distinguish between vendor firms, or for better internal vendor management.
Can Vendor Law Firms Change the 'Custom Vendor Name' on Brightflag?
No, only a Client Admin role has the ability to make any changes to the Custom Vendor Name which is displayed on Brightflag. Custom Vendor Names are visible for both Client & Vendor users of Brightflag.
Where can Admins Change the Custom Vendor Name?
For Client Admin's who wish to alter/change the Custom Vendor Name on Brightflag, please go to:
- Menu > Vendors > Vendor Management > Select/Search for the Vendor
- Under the 'Customer Vendor Name' column select the name you wish to edit
- An edit box will then appear enabling you to change the Custom Vendor Name
- Make the relevant changes/edits and then click on the green box to save for your changes to take effect.
Please note, these changes will be reflected on the Vendor's Law Firm Portal, so if the change is significant, please be sure to inform your Vendor of these changes to avoid confusion.
Do Vendors get an Automatic Notification when their Custom Vendor Name is Changed?
No, vendor users at a law firm will not receive any notification when you have changed their custom vendor name on Brightflag.
They will, however, see that their law firm name has been replaced with the custom vendor name you have assigned to their law firm. If you feel this may cause confusion, please consult with your vendor or advise them of the changes.
Please sign in to leave a comment.