Add, Update, or Disable Users at My Firm (Admins Only)

⚠️ Admins only
If you are not an admin, contact your firm’s Vendor Admin or your client.

Add a new user

1. Go to Menu → My Firm → Firm Details

2. Scroll to the User list

3. Click Add New User

4. Enter the user’s name, initials, and email address

5. Click Create

The user will receive an activation email.

Important user access rules

⚠️ These rules apply to all Brightflag vendor accounts.

• Each email address can only be added once

• Users who need access to more than one office within the same customer must be Vendor Admins

👉 One office = Office Admin
👉 Multiple offices = Vendor Admin

👉 To upgrade a colleague to Vendor Admin, see Manage Admin Access at My Firm (Admins Only)

Update a colleague’s name

1. Go to Menu → My Firm → Firm Details

2. Scroll to the User list

3. Click Edit User

4. Update the First Name, Last Name, or Initials

5. Click Update

⚠️ Email address changes require client approval and Brightflag Support.

Disable a user

1. Go to Menu → My Firm → Firm Details

2. Scroll to the User list

3. Check the Disabled box next to the user

4. Refresh the page

✅ Access is immediately revoked.

Wrong email address added?

• Disable the incorrect user

• Create a new user with the correct email address

Important notes

• If your firm works with multiple Brightflag customers, users must be managed separately for each customer account

• Brightflag Support cannot add, remove, or edit users