User Permissions List for Subcontractors

Manage Projects

Assign user roles, create the Schedule of Values (SoV), manage subcontracts, enter invoices, allocate change orders, and reject lien waivers.

Manage Compliance

Submit compliance documents, track lien waivers, and reject lien waivers.

Sign on Behalf of the Company

Sign documents, invoices. sworn statements, and lien waivers.

Approve Invoice

Approve and reject Sub-Tier Subcontractor invoices.

Authorize Payments for Disbursement

Not Applicable.

Disburse Project Funds

Not Applicable.

Disburse Enterprise Wide Funds

Not Applicable.

Manage Owner Funding

Not Applicable.

Manage Classified Attachments

Designate attachments as classified, upload attachments, view attachments, and declassify attachments.

Manage TPA

Not Applicable.

Create Projects

Not Applicable.

Manage Interfaces

Not Applicable.

View All Organization Projects

View the details of any project.

Note: User does not need to be assigned a project role. User can see project details for every project the organization has on the system.

Notarize Documents

Electronically notarize documents. The user must notarize on the Signer's computer when the documents are signed. You cannot notarize a document you are signing.

Laws about electronic notarization differ in each state. Before entering notary information on the application, familiarize yourself with your local state laws.

Learn more about Notarization in TPM.

Roles