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Procore

Permissions

Invoicing

A user's access to the Invoicing tool is dependent on their permissions on the Prime Contract and Commitments tool. The tables below highlight which permissions are required on the Prime Contract or Commitments tool in order for a user to perform specific actions on the Invoicing tool. 

Prime Contract

The following table highlights which user permissions are required to perform the described user action.

Task None Read-only Standard Admin
Create Payment       icon_checkmark_h17.png
Create an Owner Invoice        icon_checkmark_h17.png
Edit an Owner Invoice's Configurable PDF View       icon_checkmark_h17.png
Email an Owner Invoice        icon_checkmark_h17.png

Commitments

The following table highlights which user permissions are required to perform the described user action.

Task None Read-only Standard Admin
Create a Payment Issued       icon_checkmark_h17.png
Create an Invoice on Behalf of a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png
Create Invoice Contacts       icon_checkmark_h17.png
Edit a Billing Period for Invoices        icon_checkmark_h17.png
Create a Payment Received       icon_checkmark_h17.png
Delete an Invoice       icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Start a New Billing Period and Send Invoice Emails       icon_checkmark_h17.png
Submit an Invoice as a Subcontractor     icon_checkmark_h17.png4 icon_checkmark_h17.png

4  Users must have 'Standard' permissions on the project's Commitments tool as well as be listed on the Private drop-down menu for that Commitment.

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role None Read-only Standard Admin
Architect icon_checkmark_h17.png      
Company Administrator       icon_checkmark_h17.png
Engineer icon_checkmark_h17.png      
Owner / Construction Manager icon_checkmark_h17.png      
Project Manager       icon_checkmark_h17.png
Subcontractor   icon_checkmark_h17.png    
Superintendent icon_checkmark_h17.png      

 

 
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