Working with the Project User Roles Page for General Contractors

  1. Edit Serial and Parallel: Only visible if a project supports serial or parallel approval. Assign multiple users to approve submitted invoices. Serial approval requires approvers to approve an invoice in a predetermined order while parallel approval requires multiple approvers without a set order. You can also set up various approval groups and approval rules to further specify the order of serial approvers based on certain conditions.

    See Serial Approval, Parallel Approval, and Project Approval Rules for more information.

  2. Update: Save your project user role assignment.
  3. Search: Enter a user's name to search for them.
  4. Add User: Opens a drawer that shows all users in your organization. From the drawer, select one or more user to add to the Project User Roles table. After adding a user, you can select project roles to assign to them. Available user roles are determined by the user permissions selected on a user's profile.
  5. Show All Users: Display all organization users regardless of current project user role assignment. If you try to navigate away from the page without assigning a project user role to a user listed in the table, a Remove users without assigned roles? dialog box displays. Textura will remove users without assigned roles from the Project Users table.
  6. Project Users Table: Displays all users added to the project and their available and selected project user roles.