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Add or Remove Payments Admins as a Payor

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* 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.


To request to add or remove a Payments Admin for the Company level Payments tool. 


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. 

  • Account verification for Procore Pay is done using a commercially available database/registry of bank account information. Procore Pay stores only the account's Nickname, Bank ID, and Next Check Number entered by your Payments Admin. This provides Payments Disbursers with a method to identify the correct account for transmitting payments. Identifying bank account information is never entered nor stored in Procore Pay or any other Procore product.
  • Account verification is done by an embedded software platform that provides Procore Pay users with an integrated money movement solution with payments powered by Goldman Sachs TxB.

Things to Consider


Submit a Request to Procore

The authorized signer on your company's transaction banking agreement must submit this request:

  1. Send a request via email to:
  2. Include the following in the request:

    When contacting support:

    • Please don't include any sensitive financial information, such as routing or bank account numbers. 
    • Please include your name, company name, and inquiry. 

Complete the Procore Pay Authorized Administrator Form

Upon receipt of the request, a member of the Payments Operations team at Procore will:

  1. Provide you with a Procore Pay Authorized Administrator Form.
    This form lets your company designate its Payments Admins for Procore Pay. 
    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.
  2. 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).

See Also