Payor Setup Guide

In Procore Pay, a Payments Beneficiary Approver is a user who has been granted permission to approve and manage beneficiary accounts in the Company level Payments tool. Approving a beneficiary account provides payees with the ability to receive payments.

To learn more about the Payments Beneficiary Approver role:

• What is a beneficiary account?

• How are beneficiary accounts added to Procore Pay?

• How is the Payments Beneficiary Approver role assigned to Procore users?

• What additional permissions do Beneficiary Approvers require?

• Do Payment Beneficiary Approvers require Multi-Factor Authentication (MFA)?

• Who can be a Payments Beneficiary Approver?

• Who are my company's Payments Beneficiary Approvers?