Upgrading Permissions and Adding Colleagues to Brightflag (for Vendors and Law Firms)

This article is for vendors and law firms.

This article covers:

1. Overview of Access and Permissions
2. How to Add a Colleague to Brightflag
3. Can I upgrade my permissions?
4. How to Change User Permissions
5. Can a Vendor Admin assign Vendor Admin Access?
6. Can Brightflag Support assign Vendor Admin access?
7. I'm a Vendor Admin, but my access is different across clients. Why?

Overview of Access and Permissions

There are 3 types of permissions for Brightflag vendors and law firm users:

1. Vendor Admin
2. Vendor Office Admin
3. Standard User

Your role determines the information that you can see and the actions you can take on the Brightflag. The most common roles across all law firms on Brightflag are Vendor Office Admin and Standard User.

To become a Vendor Admin, you'll need to reach out to your client. Unfortunately, the Brightflag Support team are unable to grant this permission level - it can only be granted and managed by clients.

Click here for further information on user roles and permissions.

How to Add a Colleague to Brightflag

If you are a Vendor Admin or Office Admin, you can add other users to your law firm account for any particular client.

Can I upgrade my permissions?

Vendor and law firm users can't change or upgrade their own permission level on Brightflag. The following details outline how you can request upgraded access: 

• Upgrading from a Standard User to Vendor Office Admin:
  • The dedicated Vendor Admin at your law firm has the required privileges to upgrade Standard users to Office Admin users.
    
    
• Upgrading from Vendor Office Admin to Vendor Admin
  • Only your client can assign Vendor Admin access levels at your law firm. Another Vendor Admin cannot assign same-level access to another vendor user. 

Vendor Admin: How to upgrade/change another user's role & permission level.

When you log in as a Vendor Admin, Brightflag will always open to your default office. This is set by your client. Before adding a colleague to Brightflag or upgrading permissions, ensure you are viewing the correct office. 

To upgrade a Standard User to Vendor Office Admin, please follow the steps below:

1. First, you need to ensure you are logged in under the correct office. You do this by clicking on:
   • The drop-down arrow beside your name in the top left of the screen
   • Then click on your law firm/office name:
     
     
     
     
2. Once clicked, a pop-up window appears in the center of the screen:
   
   
   
   
3. Click into the 'Office' drop-down box and select the relevant office that the user you want to change sits under.
   
   
   
4. Once you select the office you want, click OK
   
   
   
5. The screen will refresh and default to the Brightflag Firm Detail page (My Firm  >  Firm Details) showing details relating to the office you have selected
6. Scroll down to the Users section where you will see a list of all users assigned to this particular office
   
   
   
7. Under the Office Admin column, the tick box will highlight what action to take you can take for each user. 
   
   • The tick box is unchecked : This user is currently a Standard user and can be upgraded to an Office Admin user by checking this tick box. Once selected this change is automatically saved and no further action is required to make this change effective.
   • The tick box is checked : This user is currently an Office Admin user. Unchecking this tick box will downgrade this user to a Standard user. Once selected this change is automatically saved and no further action is required to make this change effective.
   • The tick box is greyed out : This user is currently a Vendor Admin and you cannot take any action to alter their permission level. Only your Client can change/downgrade this user's permission level.
8. Once you check or uncheck the Office Admin section your changes are automatically saved and no need for further action.
9. When you change/alter a user's permission level they will not get a notification. If the user has requested this change be sure to notify them directly that the change has been completed. If the user has not requested this change it's important to ensure you make them aware of the changes to their access level within Brightflag to avoid any confusion.
10. To change/alter a user from a different office, follow all of the steps above again.

Can a Vendor Admin assign Vendor Admin Access?

Another Vendor Admin cannot assign same-level access to another vendor user. To become a Vendor Admin, you'll need to reach out to your client. Unfortunately, the Brightflag Support team are unable to grant this permission level - it can only be granted and managed by clients.

Can Brightflag Support assign Vendor Admin access?

No, as stated above, only your client has the relevant permissions to assign Vendor Admin access.

I'm a Vendor Admin, but my access is different across clients. Why?

If you work with multiple Brightflag clients, your permission level may vary depending on your client's configuration and requirements.

For example, one client may assign all users at a law firm as Vendor Admins. However, another client may only grant one or two Vendor Admin roles and all other users at your law firm will have restricted permissions. Access may also vary in terms of platform functionality, such as the ability to request matters, edit certain fields, or invoice submission requirements. 

These settings are in place to ensure clients can control who has access to their data and control who can access different functions of the Brightflag platform.