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 |
|---|---|---|---|---|
| Admin | All Matters | All Invoices | All Data | Full Admin Access |
| Overview | All Matters | All Invoices | All Data | No |
| Department Overview | Assigned Department(s) | Department Invoices | Department Data | No |
| Ordinary | Assigned Matters | Assigned Matters | Assigned Data Only | No |
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).
| Feature | Access |
|---|---|
| Invoices | Can view all invoices for matters within assigned departments. |
| Matters | Can view all matters in assigned departments. |
| 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.