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
- Users must be assigned roles on a project
See User Roles for Subcontractors to learn how to assign roles.
- Users must have the appropriate User Can permissions for the roles they are assigned.
- Permissions are selected on the User Profile, under the User Can section.
See Create User for Subcontractors for more information about the User Profile.
Last Published Wednesday, July 10, 2024