Permissions for Invoicing (vs. Commitments)

Need granular permissions for invoicing tool. Specifically - need to have admin vs. standard user on Invoices to allow controls dependent on invoice status (i.e. Admin on Commitments but 'Standard' on commitments with granular option to allow edits during 'Draft' and 'Under Review' status only - only Invoice Admin should be able to edit an invoice once it is 'Approved' or 'Approved as Noted'.

This is crucial for an org structure where PM's / APM's create/execute commitments and need to review but not edit invoices.

14 votes

Patrick Dougherty shared this idea · Dec 8, 2020 · Flag idea as inappropriate… · Admin →

7 comments

An error occurred while saving the comment

Samantha Duarte commented · December 8, 2020 10:45 AM · Flag as inappropriate

Finally, yes this would be super helpful for all, thanks Mr. Dougherty

Submitting...
Joshua Siev commented · December 8, 2020 10:40 AM · Flag as inappropriate

Patrick? More like Procore GOD!

Submitting...
Joshua Siev commented · December 8, 2020 10:39 AM · Flag as inappropriate

This would be really helpful! Agreed!

Submitting...
Daniel Zuvia commented · December 8, 2020 10:30 AM · Flag as inappropriate

This is an extraordinary idea which would truly aid operational staff in the management of invoicing. I commend Patrick on his foresight.

Submitting...
Iskender Tale commented · December 8, 2020 9:42 AM · Flag as inappropriate

Great idea!

Submitting...
Lauren Grado commented · December 8, 2020 9:40 AM · Flag as inappropriate

This would really help!

Submitting...
Patrick Dougherty commented · December 8, 2020 9:40 AM · Flag as inappropriate

Typo correction: *(i.e. Admin on Commitments but 'Standard' on INVOICES with granular option to allow edits during 'Draft' and 'Under Review' status only)

Submitting...