Company User Roles

Each named role grants permission to take certain actions in Trimble Pay.

Important: Compliance Document Notification Emails

Only the Admin and Maintainer roles receive compliance document notification emails.

See also information about Project User Roles.

RoleScope
Accountant
  • Marks a pay period as Ready for Payment
  • Reviews and approves or rejects new and updated bank account information submitted by subcontractors
Admin
  • All company-level actions
  • Imports/exports data via an integration
  • If there is no company-level Maintainer, receives compliance document notification emails:
    • When the subcontractor uploads a new required compliance document
    • When the general contractor marks an uploaded compliance document as Not compliant
Curator
  • Creates new projects
  • Accepts or declines project and contract invitations
  • Imports/exports data via an integration
Issuer
  • Adds comments on contracts and views comments left by other users
  • Adds comments on invoices and views invoices as part of the payment process
  • Issues an ACH payment if all these are true:
    • the invoice status is Ready to Pay
    • the subcontractor has payments enabled on their account
    • the bank account has been approved by an Accountant at the general contractor
Maintainer
  • Adds or removes company members' access
  • Edits company members' access roles
  • Updates company information
  • Receives compliance document notification emails:
    • When the subcontractor uploads a new required compliance document
    • When the general contractor marks an uploaded compliance document as Not compliant