What is a Payments Admin?

 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.

Answer

In Procore Pay, a Payments Admin is a designated Procore user who administers the Company level Payments tool for that company's Procore account. Typically, one (1) or a small number of trusted users are designated to perform the tasks associated with this role.

 Tip

Are you the designated Payments Admin for your company? If your company pays invoices with Procore Pay and your company designated you as a Payments Admin (see Add Payments Admins as a Payor), you can learn about the actions you can perform in the Payor: Payments Admin Guide.

To learn more about this role:

What is the difference between a Payments Admin in Procore Pay and Company Admin in Procore? 

  • A Payments Admin is a designated role for Procore Pay and is responsible for the administration of the Company level Payments tool. To learn more about the Payments Admin role in Procore Pay, see Payor: Payments Admin Guide. 
  • A Company Admin is responsible for the overall administration of your company's Procore account. To learn more, see What is a Company Admin?. In Procore, a Company Admin is also called your Procore Administrator. For more information, see the Procore Administrator learning path.
     Important
    Due to the sensitive nature of financial transactions with Procore Pay, a Company Admin has limited access to the Payments tool. To provide a Company Admin with access to the Payments tool, an authorized signer at your company must also designate them as a Payments Admin. See Add or Remove Payments Admins as a Payor

Why do we need to designate a Payments Admin?

Your company must designate a Payments Admin to administer the features and settings governed by the Company level Payments tool. In addition to configuring settings that facilitate payment processing, the Payments Admin role is also responsible for managing your company-level lien waiver settings, configuring payment requirements, and managing custom workflow templates. 

How is the Payments Admin role assigned to Procore Pay users? 

An authorized signer at your company must sign and complete a Procore Pay Authorized Administrator Form. See Add or Remove Payments Admins as a Payor.

Do Payment Admins in Procore Pay require Multi-Factor Authentication (MFA)?

Yes. Users in this role are required verify their identities before gaining access to Procore Pay and before performing sensitive transactions. To learn more, see Why is MFA mandatory for Procore Pay and how does it work?

Does a Payments Admin in Procore Pay need additional permissions on Procore's tools? 

At a minimum, a Payments Admin should be provided with the following permissions in Procore.

Procore Tool Required User Permissions Description Learn More
Company Level Permissions Tool  'Admin' on Payments Assign the user to a Company Permissions Template with 'Admin' level permissions on Payments.  Create a Company Permissions Template
Project Level Commitments Tools 'Admin' on Commitments

In Procore, users with this permission level are called invoice administrators.		 Assign the user to a Project Permissions Template with 'Admin' level permissions on the Project level Commitments tool.  Create a Project Permissions Template

Assign Default Project Permissions Templates in the Permissions Tool

Who are my company's Payment Admins in Procore Pay? 

As a payor using Procore Pay, ask your company's Procore Administrator or your company's authorized signer about your Payments Admins.

 Tip
Want to list your company's Payment Admins for your project users?  Your team can add your company's designated Payments Admins to the 'Project Team' section on each project's Home page. For instructions and required user permissions, see Add the Project Team to the Project Home Page. 

See Also