User Roles & Permissions for client users

This article explains the user roles and permissions for Brightflag Customers (Clients). These roles determine your level of access within Brightflag.

Note: If you are a Vendor (Law Firm) user, please refer to the following guide: Overview of Brightflag Vendor User Roles & Permissions as the roles covered in this guide apply only to client users.

Client User Roles on Brightflag

There are four available client user roles:

• Ordinary
• Department Overview
• Overview
• Admin

Your assigned role determines the information you can access and the actions you can perform in Brightflag.

The most common roles are Ordinary and Overview. If your role needs to be updated, please contact one of your co-workers that hold ermissions for Brightflag.

Role Permissions Overview

Note: All user roles can create a Matter in Brightflag for the departments they have access to provided you have the option to allow vendors to create matters enabled on your account.

Overview Users and Admin Users can access all departments and the associated matters and invoices.

Role Permissions Table

Ordinary User

• Access to Matters where you are a participant or internal matter lead. (Finding a Matter)
• View Invoices for the matters you're assigned to or where you're part of the invoice approval workflow. (Finding an Invoice)
• PO (Purchase Order) creation and edit permissions for all matters you have access to.
• Report Builder: View data from the matters and invoices you can access. (Building a Report)

Department Overview User

• Access the Spend Overview Dashboard with data from the departments you're assigned to. (Spend Overview Dashboard Explained)
• Access to Matters as a participant or internal matter lead, plus all matters in your assigned departments. (Finding a Matter)
• PO (Purchase Order) creation and edit permissions for all matters in your department(s).
• View Invoices in matters within your assigned departments. (Finding an Invoice)
• Report Builder: View data from matters and invoices in your assigned departments. (Building a Report)

Overview User

• Full access to the Spend Overview Dashboard. (Spend Overview Dashboard Explained)
• Access to All Matters in all departments, even if you're not listed as a department member. (Finding a Matter)
• View All Invoices across all departments. (Finding an Invoice)
• PO (Purchase Order) creation and edit permissions for all matters.
• Access to Out-of-box Reports.
• Report Builder: View all available data. (Building a Report)

Admin User

• Full access to the Spend Overview Dashboard. (Spend Overview Dashboard Explained)
• Access to All Matters across all departments. (Finding a Matter)
• View All Invoices in all departments. (Finding an Invoice)
• PO (Purchase Order) creation and edit permissions for all POs.
• Access to Out-of-box Reports and the Report Builder. (Building a Report)
• Manage Matter Requests, Cost Center Budgets, Vendor Management, Timekeeper Rates (Reviewing Timekeeper Rates), and AP Export. (Overview of AP Export)
• Access to Admin Settings. (Overview of Admin Settings)

Custom Roles

In addition to the four default roles listed above, Brightflag allows custom roles (if enabled). If your role doesn’t match the ones listed, contact your company’s Brightflag admin for clarification or role adjustments.

Requesting Role Changes

Important: Brightflag Support cannot grant user role upgrades without explicit consent from your Admin(s).

If you believe your access level needs to change, please reach out directly to your Brightflag Admin(s).

Additional Information

If you require further clarification or assistance, please reach out to your company's Brightflag Administrator(s).