How to Upgrade my Colleague's Brightflag Access Level and Role

When you add a colleague to Brightflag, their permission level defaults to Standard. However, certain tasks may require a higher level of access to perform. This guide will explain how to upgrade a colleague’s Brightflag access level, any limitations, and steps to resolve access issues.

Key Points to Consider

• Default Access Level: All newly added colleagues start with Standard access.
• Client's Settings: The ability for Vendor Admins to onboard colleagues and update their access depends on this option being enabled by your client. If this is the case you may need to reach out to your client for any vendor adjustments.
• Access Upgrade Options: Users with the right permissions can upgrade a colleague’s access, but options are limited based on their current access level.
• Admin-Level Access: Only existing Vendor Admins or your client can grant Vendor Admin access.

Adding New Users

Vendor users can add colleagues to Brightflag and assign roles based on access level:

• Roles Available:
  • Standard Users
  • Office Users
  • Vendor Admin

Note: Only Vendor Admins or your client can add or upgrade a user to Vendor Admin.

Steps to Add a New User:

1. Navigate to your My Firm > Firm Details page
2. Select the option to add a new user. (If this option is not present you may not have the required role (Vendor Admin) or your client may not have this option enabled)
   
3. Fill out the New User details and press Create 
   
   
4. The new user will now be created with a Standard role

Upgrading Existing Users

Vendor users may upgrade a colleague's access according to the permissions allowed by their access level:

• Vendor Admins can upgrade all users to Vendor Admin users.
• Office Users can only manage upgrades to Standard User but cannot assign Office User roles.

Steps to Upgrade a Colleague’s Access:

1. Check that your access level allows you to perform the upgrade.
2. Locate the colleague in your user management section found at the bottom of the My Firm > Firm Details page.
3. Select the checkbox to upgrade the user to the desired role (e.g., Office Admin).
   

Note: If you are an Admin but cannot update colleague access, remember that it may be due to your client's settings. Brightflag Support cannot action vendor upgrades without client approval.

Troubleshooting Access Issues

If you encounter difficulties upgrading a user, here are some steps to troubleshoot and resolve the issue.

For Vendor Admin Access Requests:

• Contact the Vendor Admin at your firm to request to get upgraded to Vendor Admin
• If nobody at your firm currently holds Vendor Admin permissions, you need to contact your client directly to request Vendor Admin access for yourself or a colleague.
• Brightflag Support cannot grant Admin-level permissions.

Special Considerations for Firms with Multiple Clients

If you collaborate with multiple Brightflag clients and a colleague requires upgraded access for each client:

• Contact Each Client Separately: Request access upgrades individually from each client.

Important Notes

⚠️ Brightflag Support cannot assign Vendor Admin access on behalf of a client.
Only your client can approve and execute changes to Admin-level permissions.
Always escalate permission issues beyond your control to the appropriate client contact.

By following these guidelines, you can effectively manage user permissions, ensuring your colleagues have the access they need to work efficiently within Brightflag.