As a Brightflag Client Administrator, you'll have access to everything within your company's instance.
This guide will provide you with a summary of the various areas you will be able to maintain over time.
For more information on user roles & permissions, please visit the Roles & Permissions for Client Users article in our help center.
If you are a Vendor (Law Firm/Legal Service Provider) please visit this guide: Roles & Permissions for Vendor Users
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 3 types of vendor access levels on Brightflag – Vendor Admin, Vendor Office Admin, and Standard. We advise giving most users vendor 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.