This article will explain user roles and access levels for Brightflag customers (internal team users).
[If you are a vendor (law firm) user, please refer to the following guide: What can I see on the Law Firm Portal?]
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.
As an Ordinary User, you will have access to:
- 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).
As a Department Overview User, you will have access to:
- 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).
- 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).
As an Admin User, you will have access to:
- 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).
- AP Export (Overview of AP Export).
- Admin Settings (Overview of Admin Settings).
As an Overview User, you will have access to:
- 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
If you believe your access level needs to be changed, please reach out to your company's Brightflag administrator.