Quick answer
Brightflag has three vendor roles.
The three vendor roles
š¹ Vendor Admin
Highest level of access.
Can:
Access all offices for the client
View all matters and invoices
Add and manage users
Upgrade users (if enabled by the client)
Submit timekeeper rates
Cannot:
View invoices the client has submitted for you
š¹ Office Admin
Access limited to one office.
Can:
View matters and invoices for their office
Add users within that office
Submit timekeeper rates
Cannot:
Access other offices
View invoices the client has submitted for you
š¹ Standard User
Most limited access.
Can:
View matters they are added to
View invoices they submitted or were shared on
Cannot:
View invoices uploaded by the client on their behalf
Submit timekeeper rates
Important things to know
Roles are assigned per client
A user can have different roles for different clients
Brightflag Support cannot change roles