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Procore (en-GB)

Permissions

Invoicing

User access to the Invoicing tool depends on the user's access permission to the contract in the Main Contracts and/or Commitments tool. The tables below highlight which permissions are required for each tool in order to perform specific tasks with the Invoicing tool. 

Main Contracts

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Create Payment       icon-mindtouch-table-check.png
Create an Owner Payment Application        icon-mindtouch-table-check.png
Edit an Owner Payment Application's Configurable PDF View       icon-mindtouch-table-check.png
Email an Owner Payment Application        icon-mindtouch-table-check.png

Commitments

The following table highlights which user permissions are required to perform the described user action with the Invoicing tool.

Task None Read Only Standard Admin
Create Automatic Billing Periods       icon-mindtouch-table-check.png
Create Manual Billing Periods       icon-mindtouch-table-check.png
Create a Payment Issued       icon-mindtouch-table-check.png
Create a Payment Application on Behalf of a Subcontractor     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create and Submit a Payment Application as a Subcontractor   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png
Create Payment Application Contacts       icon-mindtouch-table-check.png
Edit a Billing Period for Payment Applications        icon-mindtouch-table-check.png
Create a Payment Received       icon-mindtouch-table-check.png
Delete a Payment Application       icon-mindtouch-table-check.png
Enable the Payments Issued Subtab       icon-mindtouch-table-check.png
Review Payment Applications as an Admin       icon-mindtouch-table-check.png
Review Payment Application Line Items as a Payment Application Contact     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Submit a Payment Application as a Subcontractor     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png

1 To perform this task, users must have 'Read Only' or 'Standard' permission on the project's Commitments tool. Users must also be added to the Private drop-down list for the commitment or be designated as the Payment Application Contact on the commitment. See Add Payment Application Contacts to a Commitment

2 To perform this task, users must have 'Standard' permission on the project's Commitments tool or be designated as an payment application contact on the commitment. See Add Payment Application Contacts to a Commitment