Permissions

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
Create an Owner Invoice
Edit an Owner Invoice's Configurable PDF View
Email an Owner Invoice

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
Create an Invoice on Behalf of a Subcontractor			1
Create and Submit an Invoice as a Subcontractor		1	1
Create Invoice Contacts
Edit a Billing Period for Invoices
Create a Payment Received
Delete an Invoice
Enable the Payments Issued Subtab
Start a New Billing Period and Send Invoice Emails
Submit an Invoice as a Subcontractor			1

1 Users must have ‘Read-Only’ or ‘Standard’ permissions on the project’s Commitments tool. Users must also be added to the Private drop-down list for that commitment or must be designated as an Invoice Contact. See Create Invoice Contacts.

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.