Add Beneficiary Approvers
Navigate to the Company level Payments tool.
Click the Payments Settings
icon. This opens the Payment Settings page. The External Bank Accounts page is active by default.Click the Payment Processing tab. This is the active tab by default.
Click Payments Permissions.
Scroll to Payments Beneficiary Approvers.
Click Add Beneficiary Approvers. This opens the Add Beneficiary Approvers window.
In the Add Beneficiary Approvers window, add one (1) or more employees from your company as follows:
Pointe
Quels utilisateurs sont disponibles dans la liste Rechercher des personnes ? Tout compte utilisateur Procore marqué comme employé de votre entreprise dans l’outil Annuaire au niveau entreprise. Les approbateurs des bénéficiaires du paiement doivent être des employés de votre entreprise. Voir Comment ajouter une personne en tant qu’employé de mon entreprise ?
Start typing the user's name in the Search People list.
Select the matching user from the drop-down list.
Click Continue.
Review the names in the Payments Beneficiary Approvers list.
Click Add Approver. A GREEN banner indicates the action was successful. Procore also logs the 'User added as Approver' action in the Change History.