Project User Roles

Project Roles / Permissions:

• POC

  • A Point of Contact can receive project level communications via email (schedule of values set up, change order issues, retainage released, etc.)

  • A Point of Contact will receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant".

• Admin

  • A project-level admin can perform any project-level action available to the other roles outlined below (except act as approver or notary without those specific roles).

  • A project-level admin may receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant"
    • Only if there are no project-level points of contact.

• Curator

  • A project-level curator can perform the following actions:

    • Create, edit, and delete contracts

    • Edit document preferences

    • Add company members to the project

    • Edit roles of project members (besides admin)

  • A project-level curator may receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant"
    • Only if there are no project-level points of contact.

• Prepper

  • A project-level prepper can perform the following actions:

    • Setup schedule of values

    • Edit values on a bill

  • A project-level prepper may receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant"
    • Only if there are no project-level points of contact.

• Submitter

  • A project-level submitter can perform the following actions:

    • Submit a bill

    • Signature appears on signed documents

  • A project-level submitter may receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant"
    • Only if there are no project-level points of contact.

• Approver

  • A project-level approver can perform the following actions:

    • Ability to approve a bill that was submitted

  • A project-level approver may receive compliance document notification emails when the sub contractor uploads a new required compliance document, and when the general contractor marks an uploaded compliance document as "not compliant"
    • Only if there are no project-level points of contact.

• Notary

  • A notary can perform e-notary signatures on documents in Flashtract.

• Payment Approver

  • A payment approver can mark an invoice as On Hold or as Ready to Pay. Also, can leave comments on a contract and read comments left by other users.

If you have any questions please contact Flashtract support: 1 [phone] or email us at [e-mail].