1. Click on your name in the top right corner of any screen.
   
   
2. Your role will be listed in the drop-down: please see below an overview of each role to determine which access level you hold.

Access & Permissions Overview

Standard:

When you click on your name on the top right-hand side of the screen, the above screenshot is an example of what a Standard user profile should look like.

Standard access & permissions include:

• View invoices that have been uploaded by you.
  
  
• View invoices that were shared with you by a colleague.
  
  
• Access to matters that were directly assigned to you by your admin or your Client.
  • If you do not have access to a particular matter, you can ask your colleague or admin to add you to it.
    
    
• Access to create or request a matter (if this ability is turned on by your client).
  
  
• Submit accruals to matters you are added to.

Office Admin:

When you click on your name on the top right-hand side of the screen, the above screenshot is an example of what an Office Admin user profile should look like with the logo present.

Office Admin access & permissions include:

• View all invoices from your office.
  
  
• Access to all matters associated with the office you are assigned to.
  
  
• Add your colleagues to Brightflag.
  
  
• Enter billing & contact details for your vendor office (if required).
  
  
• View & submit timekeeper rates.
  
  
• Submit accruals to any matter assigned to your vendor.

If your Client has enabled the Vendor Admin privileges, you can request to upgrade your access level to Office Admin by contacting the dedicated Vendor Admin at your Law Firm who can change your access level.

If your Client has not enabled the Vendor Admin privileges, please reach out to your Client directly to upgrade your access level.

Vendor Admin:

When you click on your name on the top right-hand side of the screen, the above screenshot is an example of what a Vendor Admin user profile should look like with the logo present.

Vendor Admin access & permissions include:

• Toggle between all offices in your vendor to view each office's information. 
  • To do this, click on your name in the top right corner. Click on your office and use the dropdown to switch between offices.
    
    
• View all invoices from all offices.
  
  
• Access to all matters associated with all offices in your law firm.
  • If your matters are assigned to specific offices, you will need to switch between those offices to see those matters. Steps to toggle between offices can be found here: Switching Between Offices & Clients
    
    
• Add your colleagues to Brightflag.
  
  
• Upgrade/downgrade your colleague's access levels between standard access to office admin access.
  
  
• Enter billing & contact details for all offices (if required).
  
  
• View & submit timekeeper rates.
  
  
• Submit accruals to any matter assigned to your vendor.

To upgrade your access level to Vendor Admin please contact your Client to request this change. Only your Client has the necessary privileges to upgrade your access level to Vendor Admin on Brightflag.  

My Law Firm Name is Showing Incorrect

If your Law Firm name is displaying errors or is different from your firm name, please note that Clients have the ability to assign each of their Vendors.  Custom Vendor Name will appear as your law firm name on Brightflag.

For more details on this, please see the following article: Why my Law Firm Name is Different on Brightflag?

Still, Having Trouble?