There are 3 types of vendor user roles on Brightflag - Vendor Admin, Office Admin, and Standard. Your role determines the information that you can see on the Brightflag Law Firm Portal.
The out-of-box roles are office admins and standard. To become a vendor admin, your client will need to upgrade your access level.
To check your access level:
- Click on your name in the top right corner of any screen.
- Your role will be listed in the pop-out modal.
Standard:
- View invoices that you have uploaded personally.
- View invoices that were shared with you by a colleague.
- Access to matters that you were directly assigned to by your client or vendor office's admin.
- If you do not have access to a particular matter, you can ask your colleague that can see it to assign you to it.
- Access to create or request a matter (if this ability is turned on by your client).
- Submit accruals to any matter that you have access to.
Office Admin:
- View all invoices from your office.
- Access to all matters associated with all offices in your vendor.
- 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.
Vendor Admin:
- 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 vendor.
- 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.