Add or Remove Payments Admins as a Payor
Objective
To request to add or remove a Payments Admin for the Company level Payments tool.
Background
Only an authorized member of the Payments Operations team at Procore can add a Payments Admin to your company account. Your company's authorized signer must submit a 'Procore Pay Authorized Administrator Form.' Since a Payments Admin handles sensitive financial data, assign at least two (2) employees to this role.
Things to Consider
- Required User Permissions
- Additional Information:
- Only a Payments Admin can perform these tasks:
Steps
Submit a Request to Procore
The authorized signer on your company's transaction banking agreement must submit this request:
- Send a request via email to:
- Your company’s Procore point of contact
OR - The Payments Operations team.
- Your company’s Procore point of contact
- Include the following in the request:
Complete the Procore Pay Authorized Administrator Form
Upon receipt of the request, a member of the Payments Operations team at Procore will:
- Provide you with a Procore Pay Authorized Administrator Form.
This form lets your company designate its Payments Admins for Procore Pay.Important
Who can complete and sign this form? It must be completed and signed by an authorized signer. This is usually the owner of your company or an executive to whom the owner has granted signature authority. - Return the signed & completed form to the Payments Operations team.
Add or Remove Payments Admins in the Payor Environment
An authorized member of the Payments Operations team at Procore adds the designated employee(s) to serve as your company's Payments Admin(s).