Who can manage compliance on commitments with Procore Pay? (Beta)

 In Beta
This content is for participants of the Procore Pay beta program.

Background

A compliance manager ensures that a company conducts its business in compliance with applicable local, state, national, and international laws. In construction, a compliance manager is responsible for reviewing, auditing, and monitoring contracts to ensure team's comply with the applicable statutory, regulatory, and ethical standards specific to the project's environment. 

Answer

In Procore Pay, a user with responsibility to act as your company's compliance manager is responsible for ensuring commitments comply with relevant laws and regulations. When using Invoice Management with Procore Pay, a compliance manager performs these actions:

Compliance Item Action Learn More...
Insurance Adds insurance records to company records in the Company level Directory tool. Add Insurance to a Company Record in the Company Directory
  Adds insurance records to company records in the Project level Directory tool. Add Project Insurance to a Company Record in the Project Directory
  Manages insurance records added to the Directory tools and update the status of the document from the Project level Commitments tool.  Manage Insurance Documents and Compliance Status with the Directory Tools
  Optional. Manages only the insurance compliance status on commitments without adding insurance documents to the Directory tool.  Optional. Manage the Insurance Compliance Status of a Commitment
Contract Adds required contract documents directly to a commitment and manage compliance status for each document and the commitment.  Manage Contract Compliance Documents & Statuses for a Commitment
Templates Create custom compliance templates to assign to Procore projects.  Create Compliance Templates for Projects as a Company Admin

Common Questions

Is there a Compliance Manager role in Procore Pay?

No. With Procore Pay, anyone assigned the required user permissions can perform the compliance management actions. Some companies may assign compliance management duties to an administrative assistant, project coordinator, or project manager. Other companies might have a dedicated compliance team. 

What permissions do compliance managers need?

When using Invoice Management with Procore Pay, users need Admin' level permissions on the Project level Commitments tool. If your company chooses to manage insurance records with the Procore Directory tools, users also need:

  • To add project insurance in the Project Directory, you must be a Project Administrator.
  • To edit project insurance in the Project Directory, you must be a Company Admin. 
  • To add or edit company insurance on the Company Directory, you must have:
    • 'Admin' level permissions on the Company Directory tool. 
      OF
    • 'Read Only' or 'Standard' level permissions on the Company Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template. 

See Also