Remove Payments Beneficiary Approvers

  1. Navigate to the Company level Payments tool.

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

  3. Click the Payment Processing tab.

  4. Click Payments Permissions.

  5. Scroll to Payments Beneficiary Approvers.

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

  7. Click the trash can icon.

  8. In the Remove Beneficiary Approver? prompt, click Remove Beneficiary Approver.
    A GREEN banner indicates the action was successful. Procore also logs the 'User removed as Approver' action in the Change History. The user can no longer manage or approve beneficiary bank accounts.