Manage Payment Permissions as a Payee

 Important

Author notes:

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.
Limited Release
Free Procore accounts are currently available in English in Canada and the United States.

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

Prerequisites

Pay must be enabled for your company's Procore account:

Steps

Add Payment Administrator

  1. Navigate to your company's homepage. See How do I change companies?
  2. Navigate to the Payments tool.
  3. Click the Configure Settings icons-settings-gear.png icon.
  4. In the Payment Processing Tab, click Payments Permissions.
  5. Click Add Admins.
  6. Select the user and click Continue.
  7. Click Add Payments Admin to confirm.

Remove Payment Administrator

  1. Navigate to your company's homepage. See How do I change companies?
  2. Navigate to the Payments tool.
  3. Click the Configure Settings icons-settings-gear.png icon.
  4. Click Payments Permissions.
  5. Click the delete icon-delete-trash6.png icon next to the user you want to remove as a Payments Administrator.
  6. Click Delete Admin to confirm.

See Also