This article is for vendors and law firms. For client roles, click here.
There are 3 roles available to law firm users on Brightflag. They are typically managed by the client. Your role determines the information that you can see and the actions you can take on Brightflag. The roles are:
- Vendor Admin
- Office Admin
- Standard User
Check Your Role:
Click on your name in the top right corner of any page on Brightflag. If you are a Vendor Admin or Office Admin, your role will be displayed:
If you are a Standard User, no role will be displayed:
Permissions Overview
1. Vendor Admin
As a Vendor Admin, you can carry out the following actions:
- View and toggle between all offices within your firm.
- View all invoices within each firm office.
- 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 view the relevant matters.
- Add your colleagues to Brightflag.
- This includes the ability to upgrade or downgrade your colleague's access levels between Standard User and Office Admin.
- This includes the ability to upgrade or downgrade your colleague's access levels between Standard User and Office Admin.
- Enter billing and contact details for each office (if required).
- View and submit timekeeper rates.
- Submit accruals to any matter.
To upgrade your access level to Vendor Admin, please contact your Client to request this change. Vendor Admin permissions are managed by your client and cannot be updated by the Brightflag team.
2. Vendor Office Admin
As an Office Admin, you can carry out the following actions:
- View all invoices within your office.
- Access to all matters associated with your office.
- Add your colleagues to Brightflag.
- Enter billing and contact details for your office (if required).
- View and submit timekeeper rates.
- Submit accruals to matters associated with your office.
To upgrade your access to Vendor Office Admin, reach out to the Brightflag Vendor Admin within your firm.
3. Standard User
As a Standard User, you can carry out the following actions:
- View invoices that have been submitted by you.
- View invoices that have been shared with you.
- Access to matters that you have been added to.
- If you do not have access to a particular matter, you can ask your colleague or admin to add you to it.
- Create or request new matters.
- This depends on client configuration and may not be an option for all users.
- Submit accruals to matters you have been added to.
To upgrade your access, reach out to the Brightflag Vendor Admin within your firm.
My Firm's Name is Incorrect
If your Law Firm name displays incorrectly on Brightflag, this may be due to your client's settings. Clients have the ability to assign a 'Custom Vendor Name' which will be reflected when vendor users log into the Brightflag Law Firm Portal. Clients may do this to better distinguish between vendor firms, or for better internal vendor management. This can only be edited by your client. Click here for further information.
Still Having Trouble?
If you're still unsure about your access to Brightflag or how to upgrade your permission level, reach out to the Brightflag Vendor Admin at your firm or contact your client directly.
Please note that Brightflag Support can't grand Vendor Admin access without client consent.
Comments
0 comments