Project User Roles

You can grant and limit actions in a given project by assigning project-level roles.

Project-level Permissions

PermissionPoint of Contact (POC)Project AdminNotaryCuratorPrepperPayment ApproverSubmitterApprover
Reset approved invoices to unapprovedx
Approve or decline submitted invoicesx
Create/edit/delete a contractxx
Edit document preferencesxx
Add/remove project membersxx
Edit project member permissionsxx
Perform e-notary signaturesx
Mark invoices as on hold or ready to payx
Add/view comments on contractsxx
Edit SOVxx
Edit values in application for paymentxx
Submit application for paymentxx
Signature used for signed documentsx
Add/edit/approve compliance requirementsxx
Note: Compliance Document Notification Emails
These automated notifications are sent when:
  • The subcontractor uploads a new required compliance document
  • The general contractor marks an uploaded compliance document as Not compliant

Notifications

Notification Company levelProject level
AccountantCuratorIssuerMaintainerCompany AdminProject AdminProject Point of ContactPrepperApproverSubmitter
New required compliance document uploadedxxxxxx
Document marked as not compliantxxxxxx
SOV completex
Change order issuesx
Retainage releasedx

Roles and Scope

RoleScope
Project Admin
  • All project-level actions, except Approver and Notary
  • Reset approved invoices to Unapproved
  • If there is no project-level point of contact, receives compliance document notification emails
Approver
  • Approves or Declines each bill that is submitted
  • If there is more than one approver assigned to the same project, approves according to the sequence assigned; see Adjust Project Member Permissions
  • If there is no project-level point of contact, receives compliance document notification emails
Curator
  • Creates, edits, and deletes contracts
  • Edits document preferences
  • Adds company members to the project
  • Edits roles of project members, except Admin
  • If there is no project-level point of contact, receives compliance document notification emails
  • Maintain and approve compliance requirements
Notary
  • Performs e-notary signatures on documents in Trimble Pay
Payment Approver
  • Marks an invoice as On Hold or as Ready to Pay
  • Adds comments on contracts and views comments left by other users
Prepper
  • Sets up the Schedule of Values (SOV)
  • Edits values in the Application for Payment
  • If there are no project-level points of contact, receives compliance document notification emails
Point of Contact (POC)
  • Receives compliance document notification emails
  • Receives project-level email notifications; examples include:
    • Schedule of Values is set up
    • Change order issues
    • Retainage is released
Submitter
  • Compiles and submits Applications for Payment
  • Places their signature on signed documents
  • If there are no project-level points of contact, receives compliance document notification emails