How to add a colleague to a Matter in Brightflag

If you are a Vendor Admin or Vendor Office Admin, you can add any colleagues who are Standard Users to a matter. This means that your colleague can view the matter, upload invoices to the matter, and submit accruals if required. 

To add a colleague:

1. Navigate to Menu > Matters > View Matters.
2. Find the relevant Matter and click on the Matter Reference.
3. In the Matter Details tab, click the plus icon beside Law Firm Matter Assignees.

1. Type and select your colleague’s name from the list.
2. Click the green tick to confirm.