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

Ciara Clooney
Ciara Clooney
  • Updated

🔹 Key Points to Consider

Default Access Level: Newly added colleagues start with Standard access.
Client-Controlled Settings: The ability for Vendor Admins to upgrade users depends on whether the client has enabled this option. If it is disabled, you must contact your client for any vendor access changes.
Admin-Level Access: Only existing Vendor Admins or the client can grant Vendor Admin access.


✅ Steps to Upgrade a Colleague’s Access

1️⃣ Check that your access level allows you to perform the upgrade.
2️⃣ Navigate to Menu > My Firm > Firm Details.
3️⃣ Find the colleague in the User Management section.
4️⃣ Select the checkbox to upgrade the user’s role (e.g., Office User or Vendor Admin).

📌 Note: If you are a Vendor Admin but cannot update colleague access, it may be due to client-controlled settings.

📌 Brightflag Support cannot grant Vendor Admin access without client approval.


 

🔹 Special Considerations

📌 Important Notes:
⚠️ Brightflag Support cannot assign Vendor Admin access on behalf of a client.
⚠️ Only your client can approve and modify Admin-level permissions.
⚠️ If access cannot be changed, escalate the request to the appropriate client contact.
⚠️ If your firm works with multiple Brightflag clients, any access upgrades must be requested separately for each client account.


 

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