Company User Roles

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

Company-level Permissions

Important: Compliance Document Notification Emails

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


Permission	Invoicing			Payment
Permission	Admin	Curator	Maintainer	Accountant	Issuer
Mark pay period ready for payment				x
Review and approve subcontractor bank account information	x			x
Import/export data via integration	x	x
Create new projects	x	x
Send contract invitations	x	x
Add/view comments on contracts	x				x
Add/view comments on invoices	x				x
Issue ACH payment (if enabled)					x
Edit company member permissions	x		x
Add/remove company members	x		x
Update company information	x		x
Change account integration settings	x
Add/remove company admin members	x
Manage integration settings	x	x
Add/Edit/Approve vendor compliance requirements	x	x

See also information about Project User Roles.


Notification	Company level					Project level
Notification	Accountant	Curator	Issuer	Maintainer	Company Admin	Project Admin	Project Point of Contact	Prepper	Approver	Submitter
New required compliance document uploaded				x	x		x	x	x	x
Document marked as not compliant				x	x		x	x	x	x
SOV complete							x
Change order issues							x
Retainage released							x


Role	Scope
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 Edit and approve compliance requirements
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