About Required Project Roles

Each project must have a user assigned to the following roles:

Project Manager (PM)
- Manages projects
- Edits the Schedule of Values
- Enters the Invoice
Project Managers have the ability to assign or reassign project responsibilities, whether or not they are Administrators. Until a Project Manager (PM) is assigned, the Enterprise Administrator is the Project Manager by default.
Compliance Manager: Manages document compliance.
Note: Lien Waiver Only Subcontractors (LW Subs) do not need a Compliance Manager.
Signer: Signs project documents on behalf of the company.

See User Roles for Subcontractors for more information about Subcontractor user roles.