Manage Payment Permissions as a Payee
Objective
To manage payment permissions as a payee for Procore Pay.
Background
Payment Administrators have access to the Payments tool and permissions to take any action within the tool. When the tool is initially set up for a payee company, either by setting up Procore Pay or accepting an invitation to Procore Pay, the existing Company Administrators and System Administrators are given Payment Administrator permissions.
After the initial set up, Payment Administrator permissions are managed solely in the Payments tool.
Things to Consider
- Required User Permissions
- After Procore Pay has been enabled for your company, permissions to the Payments tool are solely managed in the Payments tool. Newly created Company Administrators or Systems Administrators are NOT automatically given Payment Administrator permissions.
Prerequisites
Pay must be enabled for your company's Procore account:
Steps
Add Payment Administrator
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
- Click the Configure Settings
icon.
- Click Payments Permissions.
- Click Add Admins.
- Select the user and click Continue.
- Click Add Payments Admin to confirm.
Remove Payment Administrator
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
- Click the Configure Settings
icon.
- Click Payments Permissions.
- Click the delete
icon next to the user you want to remove as a Payments Administrator.
- Click Delete Admin to confirm.