This article explains user roles and access levels for Brightflag Customers (Clients) and what you can see on Brightflag.
There are 4 types of Client user roles on Brightflag:
- Ordinary
- Department Overview
- General Overview
- Admin
Your role determines the information that you can see and actions you can take in the Brightflag Law Firm Portal. The most common roles are Ordinary and Overview. To upgrade your access level please contact the current Admin(s) at your company.
[If you are a Vendor (Law Firm) user, please refer to the following guide: User Roles & Permissions for Vendors (Law Firms)]
There are out-of-box user roles on Brightflag, along with custom roles. The type of role that you have is important as it determines what information you see when using Brightflag. If your role doesn't match any of these, contact your company's admin and they can explain how your custom role works or adjust your permissions accordingly.
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).
- 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
- Spend Overview Dashboard (Spend Overview Dashboard Explained).
- All Matters (Finding a Matter).
- 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
- Spend Overview Dashboard (Spend Overview Dashboard Explained).
- All Matters (Finding a Matter).
- All Invoices (Finding an Invoice).
- The Report Builder (Building a Report).
- Out-of-box Reports
- Matter Requests
- Timekeeper Rates (Viewing Agreed Timekeeper Rates).]
- PO (Purchase Order) creation & edit.
- AP Export (Overview of AP Export).
- Admin Settings (Overview of Admin Settings).
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 content from your Admin(s). All requests to upgrade access must be sent directly to your Admin.
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