When using Procore Pay, only a Payments Admin can manage the Payment Processing settings in the payor environment. Payees have the ability to manage their own bank account settings.
Bank Accounts | Payment Permissions | Project Controls | Workflow Settings | Advanced Settings | Change History
When using Procore Pay to send or receive payments powered by Goldman Sach TxB, authorized team members can add and manage your bank account information. See What is a verified bank account in Procore Pay? Account verification for Procore Pay is done using a commercially available database/registry of bank account information.
Only a Payments Admin can perform these tasks when using Procore Pay.
When Procore Pay is being used to receive payments, the named beneficiary company must add a bank account to receive payments. Only the Payment Admins (for paid Procore accounts) and Systems Admins (for free Procore accounts) at the beneficiary company can manage their bank account information.
When using Procore Pay to send payments, only a Payments Admin for the payor can manage the Payments Permissions settings.
When using Procore Pay, only a Payments Admin can manage the Project Controls for payment processing in the payor environment.
When using Procore Pay to send payments, you can create a Payments Workflow in the Company level Workflows tool. See Best Practices for Creating a Payments Workflow. Once created, authorized users can configure the template's settings in the Payments tool.
When using Procore Pay to send payments, only a Payments Admin can manage the Advanced Settings for payment processing in the payor environment.
When using Procore Pay to send payments powered by Goldman Sachs TxB, only a Payments Admin can view the Payment Tool's Change History in the payor environment.