Payments - User Permissions (MP4)
Payments
With Payments, General Contractors (payors) that are using Procore Pay to manage invoice payments, can pay subcontractors (payees) in Procore. Permissions differ based on task, and whether you are a payor or a payee.
Payor
As a payor, permissions to access the Payment tool and its settings managed in the company's Permissions tool. Additionally, there are two (2) supplemental role-based permissions that allow you to take actions within the payments tool. These role-based permissions are either set through a form request, or directly in the Payments tool:
- Payments Admin, which, due to the sensitive nature of payments, is provisioned by Procore after submitting a request.
- Payments Disburser, which is set in the Payments tool by a Payments Admin. See Add Payments Disbursers in the Payor Environment.
Payee
As a payee, permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account?
- For Paid Procore Accounts, users who have 'Admin' level permissions on the company's Directory have access to the Payments tool.
- For Free Procore Accounts, users who have 'System Administrator' permissions for your company's free Procore account have access to the Payments tool.
For both payors and payees, some actions, not specifically related to payments, are accessible through permissions in other tools.
Payors
Payments Tool
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Permissions
Users can take the action with this permission level.
Users can take the action with this permission level AND one or more role-based permissions.
Note
To see the Payments tool in your menu, you need to have permissions for Payments set in the company's Permissions tool.
- 'Read Only' level permissions allows you to see the tool and the subcontractor invoices tab. However, you cannot click any links in the subcontractor invoices tab.
- 'Standard' level permissions gives you 'Read Only' access and allows user to modify lien waivers and payment requirements via the subcontractor invoices tab.
- 'Admin' level permissions gives you the 'Standard' permissions and allows you see the gear icon for tool settings. However, when you click on settings, you can only see the 'Payment Requirements' tab.
Additionally, users may need a supplemental role-based permission in the Payments tool to take the action.
- Payments Disburser allows you to see the 'Disbursements' tab.
- Payments Admin gives you the 'Payments Disburser' access. Additionally, you to see the 'Beneficiaries' tab as well as the 'Payments Processing' tab in the tool's settings.
Permissions Tool | Notes | ||||
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Action (Alphabetical) | None | Read Only | Standard | Admin | |
Add Funding Accounts |
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Add Payments Disbursers as a Payor |
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To be added as a Payments Disburser, you must have a user account in the Company level Directory and your account must be added as an employee. | |||
Add or Remove Payments Admins as a Payor |
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Apply a Manual Hold to an Invoice in the Payments Tool |
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Company Admins and Project Admins with 'Read Only' level permissions or higher on the Payments tool can also take this action. |
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Approve a Beneficiary Bank Account |
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Assign a Default Workflow Template for Procore Pay |
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Authorize Disbursements |
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Complete the Transactional MFA Challenge for Disbursements |
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Configure Payment Processing |
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Configure the Settings for a Payments Workflow Template |
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Create Disbursements |
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Create Lien Waiver Templates |
Company Admins can also take this action. |
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Create and Apply a Manual Hold on an Invoice from the Payments Tool |
Users must also be either a Company Admin or a Project Admin to take this action. | ||||
Customize the Payment Controls for Your Active Projects |
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Deactivate Funding Accounts |
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Delete Lien Waiver Templates |
Company Admins can also take this action. |
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Disable Disbursements |
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Edit Funding Accounts |
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Edit Lien Waiver Templates |
Company Admins can also take this action. |
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Edit a Manual Hold on an Invoice from the Payments Tool |
Users must also be either a Company Admin or a Project Admin to take this action. | ||||
Enable Disbursements |
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Enable or Disable Procore Pay on Your Projects |
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Enable Lien Waivers in the Company Payments Tool |
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Log in to Procore Pay with Multi-Factor Authentication |
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Manage Project Controls in Bulk |
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Manage Rows & Columns on the Subcontractor Invoices Tab |
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Preview Lien Waivers on Project Invoices |
You must also be an invoice administrator. Locked unconditional lien waivers are only visible after they have been unlocked.
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Open Invoices in the Payments Tool |
Users must also have access to the invoice. | ||||
Release a Manual Hold on an Invoice from the Payments Tool |
Users must also be either a Company Admins or a Project Admin to take this action. | ||||
Remove Payments Disbursers as a Payor |
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Search for and Apply Filters on the Subcontractor Invoices Tab |
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Set Up MFA for Procore Pay on Your Device |
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Set a Default Funding Account |
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View Funding Accounts in the Payments Tool |
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View Payment Requirements as a Payments Admin |
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View Payments Admins and Disbursers as a Payor |
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View Signed Lien Waivers on Project Invoices |
You must also be an invoice administrator. Locked unconditional lien waivers are only visible after they have been unlocked.
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View a Disbursement |
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View a Disbursements List |
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View the Payments Tool Change History |
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Commitments Tool
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Permissions
Important
Permissions for these actions are set in the Company level Permissions tool.
Users can take the action with this permission level. If permissions are marked for both tools, a user needs one marked permissions from each section to take the action.
EXAMPLE
To create and apply a manual hold on an invoice from the Commitments tool, users need:
- 'Read Only' level permissions or higher for the Payments tool.
AND - 'Admin' level permissions on the project's Commitments tool.
Payments Tool | Commitments Tool | Notes | |||||
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Action (Alphabetical) | Read Only | Standard | Admin | Read Only | Standard | Admin | |
Create and Apply a Manual Hold on an Invoice from the Commitments Tool |
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Edit a Manual Hold on an Invoice from the Commitments Tools |
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Enable Lien Waivers and Set Default Templates on Projects |
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Generate Lien Waivers on Project Invoices |
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Invite Beneficiaries to Procore Pay from the Commitments Tool |
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Manage Contract Compliance Documents & Statuses for a Commitment |
Company Admins and Project Admins can also take this action. | ||||||
Manage Insurance & Compliance Statuses for a Commitment |
Company Admins and Project Admins can also take this action. | ||||||
Preview Lien Waivers on Project Invoices |
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Regenerate Lien Waivers on Project Invoices |
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Release a Manual Hold on an Invoice from the Commitments Tool |
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Send a Request to Unlock a Signed Unconditional Lien Waiver |
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View Payment Requirements as an Invoice Administrator |
Payees
Show/Hide Permissions
Permissions
Important
Users can take the action with this permission level. Users only need ONE of the marked permissions per row to take the action.
Free Accounts | Paid Accounts | In the Payor's Account | ||
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Action (Alphabetical) |
System Admin |
'Admin' on Company Directory | 'Read Only' or higher on Project Commitments | Notes |
Add a Bank Account as a Payee |
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Disable Payments as a Payee |
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Edit a Bank Account as a Payee |
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Generate Lien Waivers on Project Invoices |
Users must also be the designated Invoice Contact on the commitment. | |||
Preview Lien Waivers on Project Invoices |
Users must also be the designated 'Invoice contact' on the commitment. | |||
Regenerate Lien Waivers on Project Invoices |
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Search and Filter Payments as a Payee |
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Send a New Invoice as an Invoice Contact Using Procore Pay |
Users must also be the designated Invoice Contact on the commitment. | |||
Send a Request to Unlock a Signed Unconditional Lien Waiver |
Users must also be the designated Invoice Contact on the commitment. | |||
Set Up Procore Pay as a Payee |
Users with 'Read Only' access or higher on the Commitments tool must also be the designated Invoice Contact on the commitment. | |||
Sign Lien Waivers on Project Invoices |
Users must also be the designated Invoice Contact on the commitment. | |||
Unlock a Signed Unconditional Lien Waiver as an Invoice Contact |
Users must also be the designated Invoice Contact on the commitment. | |||
View Bank Accounts as a Payee |
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View Payment Requirements as an Invoice Contact |
Users must also be the designated Invoice Contact on the commitment. | |||
View Signed Lien Waivers on Project Invoices |
Users must also be the designated Invoice Contact on the commitment. | |||
View the Payments Dashboard as a Payee |
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View the Payments List as a Payee |