How to Get Added/Access to a Client or Customer Account on Brightflag

Ciara Clooney
Ciara Clooney
  • Updated

Before you can access your client on Brightflag, you need to be added as a vendor user on their Brightflag instance. 


Summary: How to Get Access

Step 1: If your colleague is a Vendor Admin and your firm is already set up, ask them to add you.
Step 2: Contact your client and request to be added as a vendor user.
Step 3: If you're unsure who to contact, reach out to Brightflag Support for guidance.


How to Get Added as a Vendor User

1️⃣ Ask a Colleague to Add You (If Applicable)

What to Do:

  • If your firm is already set up in the client’s Brightflag instance, a colleague with Vendor Admin access may be able to add you.

Instructions:


2️⃣ Contact Your Client to Request Access

What to Do:

  • Reach out to your client via email and request to be added as a vendor user.
  • The client’s internal Brightflag admin is responsible for adding vendor users to their Brightflag instance.

If You Don’t Know Who to Contact:

  • Brightflag Support can assist by providing the relevant client contact information.

Additional Scenario:

  • If your client is transitioning to Brightflag and you have received a Go-Live date notification, provide them with a list of all users (First Name, Last Name, Email Address) who need to be onboarded.
  • The client will add users on the Go-Live date.

⚠️ Note: Brightflag Support cannot add you as a vendor user. Only the client controls vendor access to their Brightflag instance.


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