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What permissions are attached to each role?

Contractors roles summary and roles descriptions

A
Written by Artur Brzostowski
Updated over a year ago

Contractor Admin

This user oversees the general administration of WebContractor for the Contractor.

Main responsibilities include:-

  • Updating the Contractors Record within WebContractor

  • Managing Contractor User Pool (Add new users / Make users inactive)

Additional responsibilities include:-

  • Ability to see all Delegated Limits of Authority of Users / Projects / Subcontractors / Subcontract Orders / Applications for Payment / Payment Certificates

  • Ability to Add and Remove Contractor Users from a Project

  • View Reports

Contractor Admin User Role Screen

Contractor Buyer

This role has access to Project and Subcontract Order information and can be involved in creating new Subcontractors and Subcontract Orders.

Main responsibilities include:-

  • Ability to create Subcontractors and Subcontract Orders

Additional responsibilities include:-

  • Ability to see all Delegated Limits of Authority of Users / Projects / Subcontractors / Subcontract Orders / Applications for Payment / Payment Certificates

Contractor Buyer User Role Screen

Contractor Commercial Admin User

This role is usually for those who set up the Project from the Contract Award Notification document and allocate the Site Surveyor or QS to the Project.

Main responsibilities include:-

  • Ability to Create Project from the Contract Award Notification document

  • Ability to Add and Remove Contractor Users to a Project

Additional responsibilities include:-

  • Ability to see all Delegated Limits of Authority of Users / Projects / Subcontractors / Subcontract Orders / Applications for Payment / Payment Certificates

  • View Reports

Contractor Commercial Admin User Role Screen

Contractor Commercial Director

This role can view all information within WebContractor and is involved in the approval process for Subcontractors, Subcontract Orders and Payment Certificates

Main responsibilities include:-

  • Ability to see all Delegated Limits of Authority of Users / Projects / Subcontractors / Subcontract Orders / Applications for Payment / Payment Certificates

  • View Reports

Additional responsibilities include:-

  • Ability to edit all Subcontractors / Subcontract Orders / Payment Certificate

Contractor Commercial Director User Role Screen

Contractor Commercial Management

This role is responsible for overseeing the Projects they are allocated to.

This role is normally allocated to Commercial Managers or Managing Quantity Surveyors.

Main responsibilities include:-

  • Ability to Add and Remove Users from a Project

Additional responsibilities include:-

  • Ability to see all Delegated Limits of Authority of Users and Subcontractors

  • Ability to see Projects / Subcontract Orders / Applications for Payment / Payment Certificates for projects they have been allocated to

  • Ability to edit all Subcontractors

  • Ability to edit Subcontract Orders and Payment Certificates for projects they have been allocated to

  • View Reports

Contractor Commercial Management User Role Screen

Contractor Commercial Support User

Has the ability to enter Subcontract Order details and submit for approval, but is not an approver.

Main responsibilities include:-

  • Can upload, check, register, and then submit Subcontractor Invoices for approval.

  • This is a support role for the Commercial function, and generally has access across all Projects within their business.

  • This user can also add and edit projects and then add and delete users to a project

Additional responsibilities include:-

  • Also has View-Only access to the various transactions being processed.

Contractor Commercial Support User Role Screen



Contractor Commercial User

This role is responsible for managing the Projects they are allocated to.

This role is normally allocated to Quantity Surveyors.

Main responsibilities include:-

  • Creating new Subcontractors

  • Creating new Subcontract Orders / Processing Applications for Payments /Creating Payment Certificates for the projects they are allocated to

Additional responsibilities include:-

  • Ability to see Projects / Subcontract Orders / Applications for Payment / Payment Certificates they are allocated to

Contractor Commercial User Role Screen

Contractor CST User

This is a Commercial Support Team [CST] or Contract Support Team [CST] role operating in a Maintenance and FM environment, providing Help Desk and Support services.

Main responsibilities include:-

  • Has access across all Projects within their business.

  • This user can also add and delete users to a project.

  • Has the ability to view Subcontract Order details.

  • Can upload and verify Maintenance and FM Job Request and Task documents

  • Can upload, check, register, and then submit Subcontractor Invoices for approval

Additional responsibilities include:-

  • Also has View-Only access to the various transactions being processed.

Contractor CST User Role Screen



Contractor Finance Management

This role is responsible for overseeing all processes from a financial perspective.

Main responsibilities include:-

  • Maintaining and Updating Delegated Limits of Authority

Additional responsibilities include:-

  • View all transactions across all projects

  • Updating the Subcontractors Account Reference

  • View Reports

Contractor Finance Management User Role Screen

Contractor Finance User

This role is can create Projects and view information across all projects.

Main responsibilities include:-

  • Updating the Subcontractors Account Reference

  • Maintaining and Updating Delegated Limits of Authority

Additional responsibilities include:-

  • View all transactions across all projects

Contractor Finance User Role Screen

Contractor FM Supervisor user

This is an operational work supervisor role operating in a Maintenance and FM environment.

Main responsibilities include:-

Has access to those Projects that they have been assigned to.

Has the ability to view Subcontract Order details.

Can upload and verify Task related documents.

Can review, verify, and submit Subcontractor Invoices for approval.

Also has View-Only access to the various transactions being processed.

Additional responsibilities include:-

  • n/a

Contractor FM Supervisor User Role Screen

Contractor Project Manager

This role has view only access to any project they have been allocated to.

This role has no update access.

Main responsibilities include:-

  • Ability to see Projects / Subcontract Orders / Applications for Payment / Payment Certificates for projects they have been allocated to

  • Ability to see all Subcontractors

Additional responsibilities include:-

  • n/a

Contractor Project Manager User Role Screen

Contractor Technical Support

This role provides technical support for the Contractors WebContractor environment.

This role will liaise with the WebContractor Support Team.

Main responsibilities include:-

  • Visibility of the Webservice Records

Additional responsibilities include:-

  • Ability to see all Projects / Subcontractors / Subcontract Orders / Applications for Payment / Payment Certificates

Contractor Technical Support User Role Screen

Contractor Supply Chain Manager

Has view only access to most, if not all, Project and Subcontract Order information for the contractor.

Main responsibilities include:-

  • Visibility of the Webservice Records

Additional responsibilities include:-

  • Can raise New Subcontractor Requests and input initial details about the new Subcontractor account. Can view all subcontractor information and can amend any subcontractor information that is NOT already controlled and managed by the contractor’s Back-office system, or by any third-party Pre-qualification Service Provider (PQQ service provider).

Contractor Supply Chain Manager Role Screen

Contractor User

This role is the default role assigned to a user when the user account is created via ADFS.

Main responsibilities include:-

  • Ability to see all Projects / Subcontractors / Subcontract Orders / Applications for Payments

Additional responsibilities include:-

  • n/a

Contractor User Role Screen

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