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Permissions

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Invoicing

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

icon_checkmark_gray_h17.png - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.  

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.png1 icon_checkmark_h17.png
Create Invoice Contacts       icon_checkmark_h17.png
Edit a Billing Period for Requisitions        icon_checkmark_h17.png
Edit an Owner Invoice's Configurable PDF View       icon_checkmark_h17.png
Email an Owner Invoice       icon_checkmark_h17.png
Create a Payment Received       icon_checkmark_h17.png
Delete an Invoice       icon_checkmark_h17.png
Edit Commitment Subcontractor Schedule of Values (as a Sub)     icon_checkmark_h17.png2 icon_checkmark_h17.png
Enable the Payments Issued Subtab       icon_checkmark_h17.png
Set or Release Retainage For All Line Items For an Owner Invoice       icon_checkmark_h17.png
Start a New Billing Period and Send Requisition Emails       icon_checkmark_h17.png
Submit an Invoice as a Subcontractor     icon_checkmark_h17.png1 icon_checkmark_h17.png

1  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.

2 Users must have 'Standard' permissions on the project's Commitments tool, be listed on the Private drop-down menu for that Commitment, and be listed in the Invoice Contacts drop-down menu for that Commitment.

Admin Tool

The following table highlights which user permissions are required in the project's Admin tool perform the described user action.

Task None Read-only Standard Admin
Add and Remove Project Tools       icon_checkmark_h17.png

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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