What is a Payments Beneficiary Approver?
Answer
Common Questions
- What is a beneficiary account?
- How are beneficiary accounts added to Procore Pay?
- How is the Payments Beneficiary Approver role assigned to Procore users?
- Do Payment Beneficiary Approvers require Multi-Factor Authentication (MFA)?
- Who can be a Payments Beneficiary Approver?
- Who are my company's Payments Beneficiary Approvers?
What is a beneficiary account?
How are beneficiary accounts added to Procore Pay?
How is the Payments Beneficiary Approver role assigned to Procore users?
There are two (2) steps:
- Mark the user as an employee in the Company Directory. See How do I add someone as an employee of my company?
- Add the user as an approver. See Add a Payments Beneficiary Approver as a Payor.
Do Payments Beneficiary Approvers require Multi-Factor Authentication (MFA)?
Yes. Payment Beneficiary Approvers are required to verify their identities before gaining access to Procore Pay and before performing sensitive transactions. To learn more, see How does MFA work with Procore Pay and why is it required?
Who can be a Payments Beneficiary Approver?
Any Procore user, except a Payments Admin or Payments Disburser, can be granted the Payments Beneficiary Approver role.
Who are my company's Payments Beneficiary Approvers?
As a general contractor using Procore Pay, ask one of your company's Payments Admins about your Payment Beneficiary Approvers. Your Procore Administrator can identify the admins for your team by adding them to the 'Project Team' section on each project's Home page. For details, see Add the Project Team to the Project Home Page.