Troubleshooting Issues with Creating New Users

Creating new users in Brightflag is a straightforward process, but issues can sometimes arise, such as the user not being activated.

The most common issue is the activation email being located in their spam or junk folder. Please ensure users check these folders before proceeding with additional troubleshooting steps.

This guide provides steps to troubleshoot and resolve common problems encountered when adding new users.

Step-by-Step Guide to Troubleshooting User Activation Issues:

1. Verify User Details:

   • Double-check that all required fields (e.g., name, email, and role) were correctly filled during the creation process.

   • Ensure the email format is valid and no typos exist.

2. Confirm Email Activation:

   • Ask the new user to check their email inbox and spam/junk folder for the activation email.

   • If they have not received an activation email, click Resend Activation Email in the User Management section.

   • Alternatively, users can follow the password reset flow to activate their account if they have not received the activation email.

3. Review Account Permissions:

   • Make sure that you have the appropriate permissions to add and activate new users. If not, contact your firm’s admin to request additional permissions.

4. Check User Status:

   • Navigate to User Management and search for the new user’s profile.

   • Verify that the status is not set to Inactive or Pending Approval.

5. Contact Internal Colleagues:

   • Reach out to colleagues within your firm to ensure that someone with admin rights has approved the user’s access.

Additional Steps if Issues Persist:

• Contact Your Client for Admin Assistance: If you are unable to identify an internal admin or resolve the issue, reach out to your client directly. They can verify the status of the user or upgrade your access to enable you to activate new users.

• Reach Out to Brightflag Support: If the issue remains unresolved after following the steps above, contact Brightflag support for further assistance.

Important Considerations:

• Activation Link Expiry: Activation links sent via email may expire after a set period. Ensure the user activates their account promptly.

• User Role Conflicts: Ensure the user role assigned does not conflict with existing permissions or firm policies.

Tips for Smooth User Creation:

Tip: Keep a checklist of required user information to minimize entry errors.

Note: Always confirm user activation by having them log in and verify their account.

By following these troubleshooting steps, you can effectively manage and resolve issues related to creating new users in Brightflag.