How to Upgrade my Colleague's Brightflag Access Level

When you add a colleague to Brightflag, their permission level defaults to Standard. However, there may be situations where a colleague requires higher access to perform their role effectively. This guide will help you understand how to upgrade a colleague’s Brightflag access level, what limitations may apply, and what steps you should take to resolve access issues.

Key Points to Consider

1. Default Access Level: All newly added colleagues start with Standard access.
2. Access Upgrade Options: Users with sufficient permissions can upgrade a colleague’s access, but there are limitations based on their access level.
3. Admin-Level Access: Only your client can grant Admin access—neither you nor Brightflag Support can change or upgrade permissions to this level.

Troubleshooting and Fixing Access Issues

Adding New Users

• Vendor users can add colleagues to Brightflag. Depending on your access level, you can assign one of the following roles:
  • Standard Users
  • Office Users
  However, only your client can add or upgrade a user to Admin.

Steps to Add a New User:

1. Navigate to your Brightflag dashboard.
2. Select the option to add a new user.
3. Choose the desired role (Standard or Office) based on the permissions your access level allows.

If a colleague requires Admin access, you must contact your client, as Brightflag does not allow vendor users to assign or upgrade to Admin roles.

Upgrading Existing Users

Vendor users can upgrade a colleague's access based on their permission level:

• Admins can upgrade a Standard User to an Office User.
• Office Users can only upgrade to a Standard User but cannot assign the Office User role.

Steps to Upgrade a Colleague’s Access:

1. Ensure that your access level allows you to perform the upgrade.
2. Locate the colleague in your user management section.
3. Select the appropriate checkbox to upgrade the user to the desired role (e.g., Office User).

If you are an Admin attempting to upgrade a colleague, but the option to assign Admin access is unavailable, remember that only your client can upgrade users to Admin. Brightflag support cannot assist in this upgrade.

What to Do If You Cannot Upgrade Access

• If you need to upgrade a colleague to Admin:

  • Contact your client directly to request this change.
  • Brightflag Support cannot grant Admin-level access.

• If you are unable to upgrade a user due to insufficient permissions on your end:

  • Reach out to your firm's Vendor Admin to request the upgrade.

• If your firm does not have a Vendor Admin, you will need to reach out to your client to request the necessary changes.

Special Consideration for Firms with Multiple Clients

• If you work with multiple Brightflag clients, and a colleague requires upgraded access for each client:
  • You must contact each client individually to request the access upgrades.

Important Notes

• Brightflag Support cannot grant Vendor Admin access on behalf of a client. Your client must handle any request to change or upgrade permissions, especially to Admin.
• If you encounter any issues related to permissions that are beyond your control, always escalate the request to the appropriate client contact.

By following these guidelines, you can successfully manage user permissions and ensure that your colleagues have access to work efficiently within Brightflag.