How to Add a Colleague to Brightflag

As a Vendor Admin or Office Admin, you can add new users to your account. This article will guide you through the process step-by-step to ensure that your colleagues can access the platform smoothly.

Steps to Add a New User

1. Navigate to Menu > My Firm.

   • Access this section from the main menu to manage your office users.

2. Check Existing Users:

   At the bottom of the page, there’s a section labeled "[Your Office Name] Users".

   • Ensure your colleague isn't already listed in this section. You will only see users associated with the office you are currently viewing.

3. Click on Add New User:

   • Locate the button to add a new user, and click to begin the process.

4. Enter User Details:

   • Fill in the necessary information, such as the user's name, email, and role within your office.

   • Once complete, click Create.

5. Email Invitation:

   • Your colleague will receive an automated email from Brightflag with a link to log in.

   • Tip: If the email doesn’t appear in their inbox, please advise them to check their spam or junk folder.

Add a User from Another Office

You cannot assign a vendor user to multiple offices if they are already assigned to a specific office. Only a Vendor Admin has access to manage more than one office in Brightflag.

Troubleshooting Tips

Common Issues

Video Aid

Key Reminders

• Only Vendor Admins or Office Admins have permission to add users.

• Ensure that the user is linked to the correct office for seamless access.