User Permissions List Overview for Main Contractors
Manage Projects
Create the Work Breakdown, manage subcontracts, enter Payment Applications, initiate periods, allocate variations, and reject VAT invoices.
Manage Compliance
Set up compliance document requirements (for example: Require Subcontractors to submit Insurance Certificates), track compliance document status, track variation compliance, place compliance holds, release compliance holds, track VAT invoices, and reject VAT invoices.
Sign on Behalf of the Company
Sign documents, such as payment applications, VAT invoices, and additional documents; approve in Parallel MASI (Multiple Approval of Subcontractor Payment Applications) workflow, and approve in Serial MASI workflow.
Approve Payment Application
Approve and reject Subcontractor Payment Applications.
Authorise Payments for Disbursement
Authorise payments to Subcontractors.
Disburse Project Funds
Release company funds for BACS payments per period.
Disburse Enterprise Wide Funds
Release company funds for BACS payments across multiple projects and multiple periods.
Manage Owner Funding
Record owner funding information by period and track funding information across projects.
Note: Owners acting as the Main Contractor on their own projects can also access this permission.
Manage Classified Attachments
Designate attachments as classified, upload attachments, view attachments, and declassify attachments.
Manage TPA
Select or change Textura Payment Accelerator Programme (TPA) settings
Note: Users with Manage TPA permissions automatically have View All Organisation Projects permissions.
Create Projects
Add and set up new projects; create, manage and view document sets; assign project user roles; manage Conditional Approval Rules; change project settings; and edit project funding.
Note: Users with Create Projects permissions automatically have View All Organisation Projects permissions.
Manage Interfaces
Import accounting information into the system, export accounting information out of the system, and view all project imports and exports.
View All Organisation Projects
View the details of any project.
Note: The user does not need to be assigned a project role. The user can see project details for every project the organisation has on the system.
DocWriter
Only available when your Textura representative enables the DocWriter Feature.
Select a DocWriter permission on the User Profile to determine what actions a DocWriter user may perform on TPM.
View Only: The user can view all documents available to your organisation across all projects. You will not have Editing or Publishing permissions.
Notarise Documents
Electronically notarise documents. To notarise, the user must notarise on the signer's computer when the documents are signed and the user cannot be the Signer on a document the user is notarising.
Last Published Wednesday, July 10, 2024