Project User Roles

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

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
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
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