Considerations
Here are important considerations to keep in mind when completing the Procore Pay onboarding steps.
Onboarding Considerations
Before starting the onboarding process, review these considerations.
Consideration | Phase | Applicable to.. |
|---|---|---|
Communicate clearly: Payors and payees should maintain open and prompt communication throughout onboarding. | Initial Setup & Role Definition | Payor & Payee |
Verify Procore access: Confirm individuals performing setup steps have been granted the required user permissions in their respective Procore company account. See Manage Payments Permissions. | Initial Setup & Role Definition | Payor & Payee |
Understand account implications: Payees new to Procore should check for existing Procore company accounts to avoid duplicates and understand the differences between a free and paid Procore company account. See How can I tell if I have a free or paid Procore company account? | Initial Setup & Role Definition | Payee |
Get internal approvals: Employees of a payee should ensure they have their company's internal authorization before designating a Payments Admin or linking bank accounts to their Procore company account. If you are not the right person to perform these actions, the payee's designated invoice contact should Reassign a Procore Pay Invitation. | Initial Setup & Role Definition | Payee |
Designate an appropriate employee to be the payee's Payments Administrator: Payees must designate a trusted employee who is authorized to manage financial information and legal agreements associated with Procore Pay. Also consider appointing a backup Payments Admin. See Manage Payment Permissions as a Payee. | Initial Setup & Role Definition | Payee |
Confirm legitimacy and correctness: Payees verify invitation sources; Payors ensure invitations reach the correct contacts. Both should confirm that the project and commitment details are correct. | Information Exchange & Verification | Payor & Payee |
Ensure accurate data entry: Double-check all company details, contact information, and bank account numbers for their respective bank accounts to prevent errors and delays. See How do you add bank accounts to Procore Pay? | Information Exchange & Verification | Payor & Payee |
Thoroughly review all Procore Pay Agreements: The payee's Payments Admin must carefully read and understand the terms before accepting Procore Pay Agreements. Consult legal counsel if needed. See What is a 'Procore Pay Agreement'? | Information Exchange & Verification | Payee |
Follow security best practices: Use strong passwords, operate on secure networks, and protect your login information. Payors are required to use Multi-Factor Authentication. See Why is MFA mandatory for Procore Pay and how does it work? | Ongoing Best Practices | Payor & Payee |
Use Procore Support: If issues or questions arise, consult the Procore Pay documentation or Contact Support. | Ongoing Best Practices | Payor & Payee |