User Roles & Permissions: for Brightflag Customers (Clients)

This article covers user roles and permissions for Brightflag Customers (Clients). These determine your level of access on Brightflag. If you are a Vendor (Law Firm) user, please refer to the following guide: User Roles & Permissions for Vendors (Law Firms) as the roles covered in this guide are for client users only.

There are four available client user roles on Brightflag:

  1. Ordinary
  2. Department Overview
  3. Overview
  4. Admin

Your role determines the information you can see and the actions you can take within Brightflag.

The most common roles are Ordinary and Overview. If you need your role updated please contact the current brightflag admin(s) at your company. 

 

Role Permissions Overview

Note: All user roles can Create a Matter on Brightflag for the departments they have access to.

Overview Users and Admin Users can access all Departments and the matters/invoices associated with each.

Ordinary User

  • Matters in which you are a matter participant or internal matter lead (Finding a Matter)
  • Invoices within the matters you are assigned to, or where you are on the invoice approval workflow (Finding an Invoice)
  • PO (Purchase Order) creation & edit permissions on all matters that you have access/visibility on
  • The Report Builder - you will see data from matters and invoices that you already have access to (Building a Report)

Department Overview User

  • Spend Overview Dashboard where you will only see spend from the departments you are assigned to (Spend Overview Dashboard Explained)
  • Matters in which you are a matter participant or internal matter lead, along with all matters in your designated department(s) (Finding a Matter)
  • PO (Purchase Order) creation & edit permissions on all matters that you have access/visibility on
  • Invoices within the matters you are assigned to, or where you are on the invoice approval workflow, along with all invoices in matters in your designated department(s) (Finding an Invoice)
  • The Report Builder - you will see data from matters and invoices that you already have access to (Building a Report)

Overview User

  • All Matters (Finding a Matter) in all departments (including departments in which the user is not listed as a member)
  • All Invoices (Finding an Invoice)
  • The Report Builder (Building a Report)
  • PO (Purchase Order) creation & edit permissions on all matters that you have access/visibility on
  • Out-of-box Reports 

Admin User

 

Custom Roles

In addition to the four out-of-the-box user roles listed above, there are also custom roles (when enabled). If your role doesn't match any of the above listed roles, contact your company's brightflag admin and they can explain how your custom role works or adjust your permissions as required. 

 

Additional Info

If you believe your access level needs to be changed, please reach out to your company's Brightflag Administrator(s).

Please note that Brightflag Support cannot grant user role upgrades without explicit consent from your Admin(s). All requests to upgrade access must be sent directly to your Brightflag Admin.

 

 

 
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