Add Payments Disbursers as a Payor

Objective

To add one or more Payment Disbursers to the Company level Payments tool as a Payments Admin in the payor environment. 

Background

A Payments Disburser is a Procore user who is explicitly granted access permissions to create and view disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add disbursers. Any Procore user designated as an employee of your company in the Company level Directory tool can be designated as a disburser.

Things to Consider

• Required User Permissions
• Additional Information:
  • To learn more about this role and the permissions that you need to be designated as a payments disburser, see What is a Payments Disburser?
  • To create disbursements, you must add at least one (1) Payments Disburser for your company.  

Prerequisites

• Add or Remove Payments Admins as a Payor
• Add a User Account to the Company Directory and mark the user as an employee. 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 the Payments Permissions link. 
5. Scroll to Payments Disbursers.
   
   
    
6. Click the Add Disbursers button.
   This opens the Add Disbursers window. 
7. In the Add Disbursers 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 Disbursers must be employees of your company. See How do I add someone as an employee of my company?
   • Start typing the name of the user to add in the Search People list. 
   • Select the matching user name(s) from the drop-down list.
     
     
8. Click Continue. 
9. Review the names in the Payments Disbursers list. 
   
   
    
10. Click Add Disbursers. 
    A GREEN banner indicates the action was successful. Procore also logs the 'User added as Disburser' action in the Change History. 

Next Steps

• Create Disbursements
• Remove Payments Disbursers as a Payor

See Also

• Manage Disbursements