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Procore

Permissions

Invoicing

User access to the Invoicing tool depends on the user's access permission to the contract in the Prime Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Prime Contracts

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

Task None Read Only Standard Admin
Create Payment       icon-mindtouch-table-check.png
Create an Owner Invoice        icon-mindtouch-table-check.png
Edit an Owner Invoice's Configurable PDF View       icon-mindtouch-table-check.png
Email an Owner Invoice        icon-mindtouch-table-check.png

Commitments

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

Task None Read Only Standard Admin
Create Automatic Billing Periods       icon-mindtouch-table-check.png
Create Manual Billing Periods       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create an Invoice on Behalf of a Subcontractor     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create and Submit an Invoice as a Subcontractor   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create Invoice Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Invoices        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete an Invoice       icon-mindtouch-table-check.png
Enable the Payments Issued Subtab       icon-mindtouch-table-check.png
Submit an Invoice as a Subcontractor     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png

1 To perform this task, users much 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 the Invoice Contact. See Create Invoice Contacts.

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-mindtouch-table-check.png      
Company Administrator       icon-mindtouch-table-check.png
Engineer icon-mindtouch-table-check.png      
Owner / Construction Manager icon-mindtouch-table-check.png      
Project Manager       icon-mindtouch-table-check.png
Subcontractor   icon-mindtouch-table-check.png    
Superintendent icon-mindtouch-table-check.png      

 

 
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