As a Brightflag Administrator, you'll have access to everything within your company's instance. Whilst your company's dedicated Brightflag Customer Success Manager (CSM) and Implementation manager will be on-hand to help you with the initial setup and ongoing questions, this guide will provide you with a summary of the various areas you will be able to maintain over time.
Brightflag tip: Remember that the role you assign a user will dictate what they can see on Brightflag. If in doubt, reach out to email@example.com for advice.
Brightflag tip: Remember that there are two types of vendor access levels on Brightflag – Administrator Vendor User and Ordinary Vendor User. The Administrator user can view all matters for their office and create other ordinary vendor users. We advise giving most vendor users admin access so that they have visibility over everything related to their vendor.
Brightflag tip: If you create a Department Overview User, they will be able to view all matters/invoices assigned to that department. You don't necessarily need to map your company's department/sub-departments to Brightflag, you can use any type of structure that's most useful for your business needs.
Brightflag tip: Information from custom matter fields feeds into reporting. This can be useful for tracking key data points across your matters. Add the custom field to the matter form or matter request form to capture this info at the start of the matter. For fields that can't be populated until the matter has elapsed,
Custom Matter Categories
- If the default names for matter categories in Brightflag don't suit your business needs, you can customise them. This will make it easier for you and your vendors to know which category to choose when creating a matter. To customise the names of matter categories, reach out to firstname.lastname@example.org who can do the configuration for you.
Brightflag tip: building out an invoice approval workflow is very important to get right. For your first couple of workflows, you should coordinate with your Brightflag CSM to build the workflow together.
Brightflag tip: building out an AP route is very important to get right. For your first couple of AP route configurations, you should coordinate with your Brightflag CSM to build it together.
- Building a Report
- Making a Report Public
- Sharing a Report
- Scheduling a Report
- Changing a Scheduled Report
Brightflag tip: your CSM will be an expert on how to make the most of Brightflag reports. Reach out to them for guidance on how to leverage the data to achieve your business goals.