How to Switch Between Clients, Firms, and Offices

Ciara Clooney
Ciara Clooney
  • Updated

Brightflag has three main login links. The log-in details for each server are listed below:

1. Log into your Brightflag account using the appropriate login link from the options above.

2. Click on your name located at the upper-right corner of the screen.

3. Click on the name of the currently displayed client. This step is required to open the full list of clients. A pop-up menu will appear, showing all clients linked to your account.

📌 Important:
You must click on the currently displayed client’s name to reveal the full client list. The list will not appear automatically.

 

4. Within the Customer, Firm, or Office drop-down menu, click on the arrow to display a list of all clients, firms and offices you have access to. Choose the client, firm, or office you want to access and click OK.


Troubleshooting: Why Don’t I See My Client?

🔍 Double-check these points:

Did your client add you with the correct email?

  • Ensure they used the correct email address when adding you.

Are you using the correct login link?

  • Make sure you're logging in using the correct regional Brightflag URL.

Did you follow Step 2?

  • You must click on the name of the currently displayed client in the upper-right corner to open the pop-up. The full list will not appear automatically.

Does your client still use Brightflag?

  • If you or your firm can no longer see the client/customer in the list of clients to toggle/choose between, it could be that your client no longer uses Brightflag. It's best to reach out to your client directly for clarification.

 

 

 

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