Upgrading Vendor Access & Permissions Level: for Vendors (Law Firms)

This article is best suited for Vendor Law Firm users of Brightflag's Law Firm Portal.

 

This article covers the following topics:

Overview of Access & Permissions Levels

How to Add Another Vendor User to Brightflag

Can I Upgrade my Access/Permission Level?

How to Change User Permissions

Can a Vendor Admin assign another User Vendor Admin Access?

Can Brightflag Support Assign Vendor Admin Roles?

Is my Vendor Access Different for each Brightflag Client I Work With?

 

 

Overview of Access & Permissions Levels

There are 3 types of Vendor user roles on Brightflag; Standard, Office Admin, and Vendor Admin.

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

To become a Vendor Admin, only your client has the necessary privileges required to upgrade your access level. Please note Brightflag Support cannot upgrade users to Vendor Admin.

For a detailed overview of access & permissions levels for vendor users in Brightflag, please see the following help article:

 

How to Add Another Vendor User

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

 

Can I Upgrade my Access/Permission Level?

No. Vendor users do not have permission to change/upgrade their own permission levels in Brightflag. 

The following guide outlines who in your law firm can assign the relevant permission level:

  • Upgrading from Standard to Office Admin: The dedicated Vendor Admin at your law firm has the required privileges to upgrade Standard users to Office Admin users.

  • Upgrading from 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 - only your client can assign Vendor Admin roles.

 

How to Change User Permissions:

When you log in as a Vendor Admin, Brightflag will always open to your default office. (Your default office is set by your Client)

 

To upgrade a Standard user to 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:
      mceclip1.png


  2. Once clicked, a pop-up window appears in the center of the screen:
    mceclip2.png


  3. Click into the 'Office' drop-down box and select the relevant office that the user you want to change sits under.
    mceclip3.png

  4. Once you select the office you want, click OK
    mceclip4.png


  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
    mceclip5.png


  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 mceclip10.png: 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 mceclip11.png : 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 mceclip12.png: 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 another User Vendor Admin Access?

No. It's important to note that Vendor Admins cannot assign same-level access to other vendor users. If a Standard or Office Admin role requires upgrading, you must request this from the client directly. 

As Vendor Admins have access to all Matters & Invoices at your law firm, your Client reserves the right to approve or deny access requests for Vendor Admin roles.

 

Can Brightflag Support Assign Vendor Admin Roles?

No, as stated above only your client has the relevant permissions to assign who at your law firm is granted Vendor Admin roles.

 

Is my Vendor Access Different for each Brightflag Client I Work With?

Yes, if you work with multiple Brightfalg Clients your access & permissions levels can vary greatly depending on the needs of your client.

As your law firm works with multiple Brightflag Clients, it may be the case that you hold a different set of permissions levels which will change the functionality you have in Brightflag depending on which Client account you are logged in under.

For example, one Client may assign all users at a law firm with Vendor Admin access allowing you full control over all aspects of your firm's work with that client. However, another client may only grant one or two Vendor Admin roles and all other users at your law firm will have restricted access to other matters & functionality.

These settings are in place to ensure Brightflag Clients can control who has access to their data, and control who can access different functions of the Client's Brightflag account.

 

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Have more questions?
Submit a request
Share it, if you like it.