Add a Payments Beneficiary Approver as a Payor

Objective

To add one or more Payments Beneficiary Approvers to the Company level Payments tool as a Payments Admin. 

Background

Things to Consider

• Required User Permissions
• Additional Information:
  • A Payments Admin or Payments Disburser cannot be a Payments Beneficiary Approver. 
    • A Payments Admin can already approve beneficiary accounts by default. See Approve a Beneficiary Bank Account as a Payor.
    • A Payments Disburser cannot approve beneficiary accounts. 
  • The Payments Beneficiary Approver role grants Procore users these privileges on the Company level Payments tool:
    • To approve and manage accounts in the Beneficiaries tab of the Payments tool. See About the Beneficiaries Tab in the Payments Tool. 
    • To view the Subcontractor Invoices tab in the Company level Payments tool. See About the Subcontractor Invoices Tab in the Payments Tool. 
    • To learn more about this role, see What is a Payments Beneficiary Approver?

Prerequisites

To be added as a Payments Beneficiary Approver:

• You must have a user account in the Company level Directory tool. See Add a User Account to the Company Directory.
• Your account must be designated as an employee in the Company Directory tool. See How do I add someone as an employee of my company?

Steps

1. Navigate to the Company level Payments tool.
2. Click the Payments Settings  icon. 
   This opens the Payment Settings page. The External Bank Accounts page is active by default. 
3. Click the Payment Processing tab. 
   This is the active tab by default. 
4. Click Payments Permissions. 
5. Scroll to Payments Beneficiary Approvers.
6. Click Add Approvers.
   This opens the Add Beneficiary Approvers window. 
7. In the Add Beneficiary Approvers window, add one (1) or more employees from your company as follows:

    Tip

   Which users are available in the Search People list? Any Procore user account marked as an employee of your company in the Company level Directory tool. Payment Beneficiary Approvers must be employees of your company. See How do I add someone as an employee of my company?
   • Start typing the user's name in the Search People list. 
   • Select the matching user from the drop-down list.
     
8. Click Continue. 
9. Review the names in the Payments Beneficiary Approvers list. 
10. Click Add Approver. 
    A GREEN banner indicates the action was successful. Procore also logs the 'User added as Approver' action in the Change History. 

Next Steps

• Approve a Beneficiary Bank Account as a Payor

See Also

• About the Beneficiaries Tab in the Payments Tool