To set up your Textura and GCPay integrations (as applicable), you will need to add a new user to Textura and/or GCPay named Siteline Admin using the details below, then add the user to all relevant projects in each portal.

This process is the same as adding a new colleague from your team to either platform. The Siteline Admin user account you create to set up the integration does not require Administrator-level access in either Textura or GCPay.

Please refer to the documentation provided by Textura and GCPay for more on adding new users and setting up user permissions.

Please ensure that both roles above are enabled for the Siteline Admin user on each Textura project to prevent errors with project setup and syncing.

Please ensure that all permissions listed above are enabled for the Siteline Admin user on each GCPay project to prevent errors with project setup and syncing. The Default User permission for this user account will automatically add them to new GCPay projects in the future.

Inform your CSM once you've sent the account invitations using the information above to confirm that they have been received by our team, who will complete the process in Siteline. Your CSM will notify you when the setup and testing process is complete and the integration is ready for use.