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.
The following table highlights which user permissions are required to perform the described user action.
|Create an Owner Invoice|
|Edit an Owner Invoice's Configurable PDF View|
|Email an Owner Invoice|
The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.
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.
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|
|Owner / Construction Manager|