User Roles & Permissions

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...

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 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 ...

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...

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...

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!

It would be beneficial to be able to give access to see invoices on hold in TrimblePay, or remove access to certain functions.