Add Beneficiary Approvers

  1. Navigate to the Company level Payments tool.

  2. Click the Payments Settings icon-settings-gear-android.png 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 Payments Permissions.

  5. Scroll to Payments Beneficiary Approvers.

    payments-beneficiary-approvers.png

  6. Click Add Beneficiary Approvers.
    This opens the Add Beneficiary Approvers window.

  7. In the Add Beneficiary Approvers window, add one (1) or more employees from your company as follows:

    Tip icon 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 Beneficiary Approvers must be employees of your company. See How do I add someone as an employee of my company?

    • Start typing the user's name in the Search People list.

    • Select the matching user from the drop-down list.

      add-beneficiary-approvers.png

  8. Click Continue.

  9. Review the names in the Payments Beneficiary Approvers list.

  10. Click Add Approver.
    A GREEN banner indicates the action was successful. Procore also logs the 'User added as Approver' action in the Change History.

Remove Disbursers
Remove Beneficiary Approvers