User Roles & Permissions

We would like to give access to a few employees to only be able to view, and not have the capability to approved anything such as COI's in compliance. Once a member is added under company settings, regardless of not selecting any boxes, they are s...

We would like the ability to set up "either/or" approvers in Trimble Pay. Currently, if we set up two approvers, both are required to approve the invoice. This creates challenges on larger projects where certain project managers (PMs) are only res...

GCs should be able to have the ability to block or turn off the option for subs to enter their SOV in a project. Typically we need owners to review sub's SOVs prior to us entering them in. However, subs are going into projects and entering their S...

The ability to unapprove a pay application should be limited to only one role of Admin or Curator. An approver should never have the ability to unapprove a pay application after has been approved, as the cost has likely already hit the job. This c...

We have different approvers on our jobs. Unfortunately, anyone can alter the assigned approvers. It would be beneficial to have an admin control that locked this in place where only a select few had the capability of changing. We have had problems...

We have multiple divisions and Joint Ventures that are managed by our Accounting Team - which all use the same email address. Having to create a separate email address for each division to manage the financials is a hassle. Please create a way to ...

See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!

We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.

It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...