Required User Permissions
Payees
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Permissions
Important
Users can take the action with this permission level. Users only need ONE of the marked permissions per row to take the action.
Payment Administrators have access to the Payments tool and permissions to take any action within the tool. When the tool is initially set up for a payee company, either by setting up Procore Pay or accepting an invitation to Procore Pay, the existing Company Administrators and System Administrators are given Payment Administrator permissions.
After the initial set up, Payment Administrator permissions are managed solely in the Payments tool.
Users can take the action with this permission level. Users only need ONE of the marked permissions per row to take the action.
Payment Administrators have access to the Payments tool and permissions to take any action within the tool. When the tool is initially set up for a payee company, either by setting up Procore Pay or accepting an invitation to Procore Pay, the existing Company Administrators and System Administrators are given Payment Administrator permissions.
After the initial set up, Payment Administrator permissions are managed solely in the Payments tool.
In your Payee Account | In the Payor's Account | ||
|---|---|---|---|
Action (Alphabetical) | Payment Admin | 'Read Only' or higher on Project Commitments | Notes |
Add a Bank Account as a Payee Web |
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Deactivate a Bank Account as a Payee Web |
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Disable Payments as a Payee Web |
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Edit a Bank Account as a Payee Web |
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Generate Lien Waivers on Subcontractor Invoices Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Manage Active Procore Pay Agreements as a Payee Web |
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Manage Payment Permissions Web |
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Preview Lien Waivers on Subcontractor Invoices Web |
| Users must also be the designated 'Invoice contact' on the commitment. | |
Reassign a Procore Pay Invitation Web | No permissions in Procore are required to reassign a Procore Pay invitation. However, to receive the initial invitation, users must have 'Read Only' level permissions or higher to the payors account's Commitments tool and be the designated Invoice Contact on the commitment. | ||
Regenerate Lien Waivers on Subcontractor Invoices Web |
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Review and Accept a Pending Procore Pay Agreement as a Payee Web |
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Search and Filter Payments as a Payee Web |
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Send a New Invoice as an Invoice Contact Using Procore Pay Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Send a Request to Unlock a Signed Unconditional Lien Waiver Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Set Up Procore Pay as a Payee Web |
|
| Users with 'Read Only' access or higher on the Commitments tool must also be the designated Invoice Contact on the commitment. |
Share Lien Waiver Signature Authority from a Subcontractor Invoice Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Share Lien Waiver Signature Authority from an Email Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Sign Lien Waivers on Subcontractor Invoices Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Unlock a Signed Unconditional Lien Waiver as an Invoice Contact Web |
| Users must also be the designated Invoice Contact on the commitment. | |
Upload Bank Verification Documentation as a Payee Web |
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View Bank Accounts as a Payee Web |
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View Payment Requirements as an Invoice Contact Web |
| Users must also be the designated Invoice Contact on the commitment. | |
View Signed Lien Waivers on Subcontractor Invoices Web |
| Users must also be the designated Invoice Contact on the commitment. | |
View the Payments Dashboard as a Payee Web |
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View the Payments List as a Payee Web |
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