This article explains the user roles and permissions available to Brightflag Customers (Clients). Your assigned role determines your level of access and available actions within Brightflag.

📌 If you are a Vendor (Law Firm) user, refer to:
📖 Overview of Brightflag Vendor User Roles & Permissions.

Client User Roles in Brightflag

There are four standard user roles for clients in Brightflag:

Role Breakdown Overview

Role	Matters Access	Invoice Access	Reports Access	Admin Features
Ordinary	Assigned Matters	Assigned Matters	Assigned Data Only	No
Department Overview	Assigned Department(s)	Department Invoices	Department Data	No
Overview	All Matters	All Invoices	All Data	No
Admin	All Matters	All Invoices	All Data	Full Admin

Role Descriptions & Permissions

1️⃣ Ordinary User

An Ordinary User has the most limited access, focusing only on assigned matters and invoices.

Feature	Access
Matters	Access to matters where the user is a participant or internal matter lead.
Invoices	View invoices for assigned matters or those where the user is part of the invoice approval workflow.
PO (Purchase Orders)	Link and edit existing POs for assigned matters.
Reports	Can only view reports containing data for assigned matters and invoices.

2️⃣ Department Overview User

A Department Overview User has access to all matters and invoices within their assigned department(s). A user sees only the data for departments listed in their user profile. They will not see data from departments they are not assigned to.

⚠️ Important: This is different to a 'Department Head' who is a single individual designated as the head of a department. They do not need the Department Overview Role for this to occur. Identified from the Departments page under Admin Settings.

Feature	Access
Invoices	Can view all invoices for matters within assigned departments.
Matters	Can view all matters in assigned departments. Department Overview Users can only create matters for the departments they are assigned to.
Spend Overview Dashboard	Can access data for assigned departments.
PO (Purchase Orders)	Link and edit existing POs for matters in assigned departments.
Reports	Can view reports containing data for assigned departments only.

3️⃣ Overview User

An Overview User has full access to all matters and invoices but cannot manage admin settings.

Feature	Access
Spend Overview Dashboard	Full access to all departments and matters.
Matters	Can view all matters across all departments.
Invoices	Can view all invoices across all departments.
PO (Purchase Orders)	Link and edit existing POs for all matters.
Reports	Can access out-of-box reports and use Report Builder to view all available data.

4️⃣ Admin User

An Admin User has full access to all data and can manage system configurations.

Feature	Access
Spend Overview Dashboard	Full access to all departments and matters.
Matters	Can view all matters across all departments.
Invoices	Can view all invoices across all departments.
PO (Purchase Orders)	Create and edit all POs.
Reports	Can access out-of-box reports and use Report Builder for full data access.
Matter & Vendor Management	Manage Matter Requests, Cost Center Budgets, Vendor Management, and Timekeeper Rates.
AP & Finance	Manage AP Export and Accruals.
Admin Settings	Configure User Management, Invoice Workflows, and Auto-Invoice Processing.

Custom Roles

Brightflag allows custom user roles (if enabled for your organization). If your assigned role doesn’t match the ones listed above, contact your company’s Brightflag Admin for clarification or adjustments.

Requesting a Role Change

⚠️ Important:
Brightflag Support cannot change user roles without explicit approval from your Admin(s).

How to Request a Role Update:

Identify your Brightflag Admin(s).
Reach out directly to request a role change.

User Roles & Permissions for Brightflag Client Users