How Can Vendors Resolve Access and Visibility Issues in Brightflag?
Vendors using Brightflag may encounter issues with accessing matters or uploading invoices. These problems often stem from office configurations, role-based permissions, or incomplete vendor setups. Below, we outline common scenarios and provide troubleshooting steps to resolve these issues.
Common Access and Visibility Issues
Office Mismatch: Vendors may see a matter but be unable to upload invoices if their user profile is set to a different office than the matter. For example, if the matter is assigned to the US office but the vendor’s profile defaults to Canada, the matter won’t appear for uploads. Ensure the user’s office matches the matter’s office to resolve this issue.
Role-Based Restrictions: If a matter is restricted to vendor admins only, standard users at the vendor firm won’t have access. In such cases, a vendor admin or office admin must upgrade the user’s role to vendor admin or office admin to grant access.
Vendor Admin Visibility: Even Vendor Admins may face visibility issues if matters and invoices are tied to specific vendor offices. Switching to the relevant office in Brightflag can resolve this. If the matter is still missing, confirm with the client’s Brightflag admin that your vendor is listed on the matter’s Vendors tab.
Vendor Setup and Rate Submission Process
If your firm cannot find a client to bill, it may indicate that your firm is not yet set up as a vendor for that client in Brightflag. Follow these steps:
Request the client to create a vendor account for your firm.
Once the account is created, you will receive an email with login instructions.
Log in to Brightflag, submit your rates, and proceed to upload invoices.
Troubleshooting Steps
Verify Office Settings: Ensure your user profile is set to the correct office that matches the matter’s office.
Check User Roles: Confirm that your role (e.g., vendor admin) grants the necessary permissions for the matter.
Align Client Entity Configurations: Ensure your office is linked to the correct client entity.
Confirm Vendor Assignments: Verify with the client’s Brightflag admin that your vendor is listed on the matter’s Vendors tab.
By following these steps, vendors can resolve most access and visibility issues in Brightflag efficiently.