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 four kinds of user roles on Brightflag. The type of role that you have is important as it determines what information you see when using Brightflag.
As an Ordinary User, you will have access to:
- Matters in which you are a matter participant or internal matter lead
- Invoices within the matters you are assigned to, or where you are on the invoice approval workflow
- The Report Builder - you will see data from matters and invoices that you already have access to
As a Department Overview User, you will have access to:
- Matters in which you are a matter participant or internal matter lead, along with all matters in your designated department(s)
- 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)
- The Report Builder - you will see data from matters and invoices that you already have access to
As an Admin User, you will have access to:
- All matters
- All invoices
- Matter requests
- Timekeeper rates
- The Report Builder
- Out-of-box reports
- AP Export
- Admin settings
As an Overview User, you will have access to:
- All matters
- All invoices
- The Report Builder
- Out-of-box reports
If you believe your access level needs to be changed, please reach out to your company's Brightflag administrator.