Permissions

Payments

With Payments, General Contractors (payors) that are using Procore Pay to manage invoice payments, can pay subcontractors (payees) in Procore. Permissions differ based on task, and whether you are a payor or a payee.

For both payors and payees, some actions, not specifically related to payments, are accessible through permissions in other tools.

Payor

As a payor, permissions to the Payment tool and its settings are managed in the company's Permissions tool. Additionally, there are two (2) supplemental role-based permissions that allow you to take actions within the payments tool. These role-based permissions are either set through a form request, or directly in the Payments tool:

Payments Admin, which, due to the sensitive nature of payments, is provisioned by Procore after submitting a request.
Payments Disburser, which is set in the Payments tool by a Payments Admin. See Add Payments Disbursers as a Payor.
Payments Beneficiary Approver, which is set in the Payments tool by a Payments Admin. See Add Payments Beneficiary Approvers as a Payor.

Payee

As a payee, Payment Administrators have access to the Payments tool and permissions to take any action within the tool.

Payors

Payments Tool

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Permissions

Users can take action with this permission level.

Users can take action with this permission level AND one or more role-based permissions.

Note

To see the Payments tool in your menu, you need to have permissions for Payments set in the company's Permissions tool.

'Read Only' level permissions allow you to see the tool and the subcontractor invoices tab. However, you cannot click any links in the subcontractor invoices tab.
'Standard' level permissions give you 'Read Only' access and allow users to modify lien waivers and payment requirements via the subcontractor invoices tab.
'Admin' level permissions give you the 'Standard' permissions and allow you to see the gear icon for tool settings. However, when you click on settings, you can only see the 'Payment Requirements' tab.

Additionally, users may need supplemental role-based permission in the Payments tool to take action.

Payments Disburser allows you to see the 'Disbursements' tab.
Payments Admin gives you the 'Payments Disburser' access. Additionally, you to see the 'Beneficiaries' tab as well as the 'Payments Processing' tab in the tool's settings.

	Permissions Tool	Notes
Action (Alphabetical)	None	Read Only	Standard	Admin
About Holds in Procore Pay Web				Payments Admin OR Payments Disburser	Users with permissions on other Procore tools have limited permissions to manage holds in Procore Pay. For details, see Common Questions in About Holds in Procore Pay.
About the Beneficiaries Tab Web				Payments Admin OR Payments Beneficiary Approver	Invoice Administrators can invite a payee to join Procore Pay as a beneficiary.
About the Disbursements Tab Web				Payments Admin OR Payments Disburser	Company Admins can also access the the Subcontractor Invoices tab, but cannot create disbursements.
About the Payments Settings Web				Payments Admin OR Payments Disburser	Company Admins can also access the Payment Settings page, but are limited to accessing Payment Requirements settings in the Payment Requirements tab. Payment Disbursers are limited to accessing the Payment Requirements settings in the Payment Settings tab.
About the Payments Tool Web				Payments Admin OR Payments Disburser	Company Admins can also access the Payments tool, but are limited to accessing Payment Requirements settings in the Payment Requirements tab. Company Admins can also access the Subcontractor Invoices tab, but cannot create disbursements. Payments Disbursers can also access the Payment Beneficiary Approvers can only access the Beneficiaries tab to approve beneficiary bank accounts.
About the Subcontractor Invoices Tab Web				Payments Admin OR Payments Disburser	Company Admins can also access the Subcontractor Invoices tab. Only Payments Admins and Payment Disbursers can create disbursements.
Add Business Entities as a Payor Web				Payments Admin
Add Funding Accounts as a Payor Web				Payments Admin
Add Payments Beneficiary Approvers as a Payor Web				Payments Admin	To be added as a Payments Beneficiary Approver, you must have a user account in the Company level Directory and your account must be added as an employee. The user must also have 'Read Only' level permissions or higher on the Company level Directory tool.
Add Payments Disbursers as a Payor Web				Payments Admin	To be added as a Payments Disburser, you must have a user account in the Company level Directory and your account must be added as an employee. In addition, you must be granted 'Read-Only' level permissions or higher to the Payments tool.
Add or Remove Payments Admins as a Payor Web	You must contact Payment Operations to manage your Payment Admins.	To request to add a Payments Admin, you must be an authorized signer on your company's transaction banking agreement for Procore Pay. You must also have a user account in the Company level Directory and your account must be added as an employee.
Add Subcontractor Invoices to a 'Draft' Disbursement Web				Payments Disburser OR Payments Admin
Approve a Beneficiary Bank Account as a Payor Web				Payments Admin OR Payments Beneficiary Approver
Approve or Reject a Disbursement with a Custom Payments Workflow Web				Payments Disburser OR Payments Admin	Assignees of the disbursement's current workflow step can also take this action with 'Standard' or 'Read Only' on the Company level Admin tool with the optional 'View Complete Workflow History as a Workflow Participant,' 'View Previous Step Only', and 'Can Start Workflows' granular permissions on the company permissions template.
Assign a Default Workflow Template for Procore Pay Web				Payments Admin
Authorize Disbursements Web				Payments Disburser OR Payments Admin	To authorize a disbursement with a Payments Workflow, you must be the Workflow Approver on the final workflow step. See Best Practices for Creating a Payments Workflow.
Cancel Disbursements Before Authorization as a Payor Web				Payments Admin OR Payments Disburser
Complete the Transactional MFA Challenge for Disbursements Web		Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin
Configure Payment Processing as a Payor Web				Payments Admin
Configure Payment Requirements as a Payor Web				Payments Admin	Company Admins can also take this action.
Configure the Settings for a Payments Workflow Template Web				Payments Admin	Users must also have 'Read Only', 'Standard', or 'Admin' level permissions on the Workflows Tool.
Create Disbursements Web				Payments Disburser OR Payments Admin
Create Lien Waiver Templates Web					Company Admins can also take this action.
Create and Apply a Manual Hold on a Subcontractor Invoice Web				Payments Disburser OR Payments Admin	Company Admins and Invoice Administrators can only create Invoice Holds. For details, see What permissions do you need to manage holds on subcontractor invoices?
Customize the Payment Controls for Your Active Projects Web				Payments Admin
Deactivate Funding Accounts as a Payor Web				Payments Admin
Delete Lien Waiver Templates Web					Company Admins can also take this action.
Disable Disbursements Web				Payments Admin
Edit Funding Accounts as a Payor Web				Payments Admin
Edit Lien Waiver Templates Web					Company Admins can also take this action.
Edit a Manual Hold on an Invoice from the Payments Tool Web					Users must also be either a Company Admin or a Project Admin to take this action.
Enable Disbursements Web				Payments Admin
Enable Procore Pay as a Payor Web					Procore assigns an Implementation Project Manager to oversee the Procore Pay implementation process with your team.
Enable or Disable Procore Pay on Your Projects Web				Payments Admin
Enable Lien Waivers in the Company Payments Tool Web				Payments Disburser OR Payments Admin
Export Subcontractor Invoices from the Payments Tool Web				Payments Admin	Users also nee invoice administrator permissions on the project to view invoices.
Log in to Procore Pay with Multi-Factor Authentication Web		Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin
Manage Advanced Settings for Payment Processing Web				Payments Admin
Manage Business Entities as a Payor Web				Payments Admin
Manage Project Controls Web				Payments Admin
Manage Project Controls in Bulk				Payments Admin
Manage Rows & Columns on the Subcontractor Invoices Tab Web
Open Invoices in the Payments Tool Web					Users must also have access to the invoice.
Preview Lien Waivers on Subcontractor Invoices Web					You must also be an invoice administrator. Locked unconditional lien waivers are only visible after they have been unlocked.
Release a Manual Hold on an Invoice from the Payments Tool Web					Users must also be either a Company Admins or a Project Admin to take this action.
Remove Payments Beneficiary Approvers as a Payor Web				Payments Admin
Remove Payments Disbursers as a Payor Web				Payments Admin
Review Sub-Tier Lien Waivers as an Invoice Administrator Web
Search for and Apply Filters on the Subcontractor Invoices Tab Web
Set Up MFA for Procore Pay on Your Device Web		Payments Disburser OR Payments Admin OR Payments Beneficiary Approver	Payments Disburser OR Payments Admin OR Payments Beneficiary Approver	Payments Disburser OR Payments Admin OR Payments Beneficiary Approver
Set a Default Funding Account as a Payor Web				Payments Admin
View Business Entities & Accounts as a Payor Web				Payments Admin
View Funding Accounts as a Payor Web				Payments Admin
View Payment Requirements as a Payor Web				Payments Admin OR Payments Disburser
View the Payment Requirements Change History Web				Payments Admin OR Payments Disburser
View Payments Permissions as a Payor Web				Payments Admin
View Signed Lien Waivers on Subcontractor Invoices Web					You must also be an invoice administrator. Locked unconditional lien waivers are only visible after they have been unlocked.
View Sub-Tier Information on a Subcontractor Invoice Web
View a Disbursement Web		Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin
View a Disbursements List Web		Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin	Payments Disburser OR Payments Admin
View the Payments Tool Change History Web				Payments Admin

Admin Tool

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Permissions

Important

Permissions for these actions are set in the Company level Permissions tool.

Users can take the action with this permission level. If permissions are marked for both tools, a user needs one marked permissions from each section to take the action.

EXAMPLE

To create and apply a manual hold on an invoice from the Commitments tool, users need:

'Read Only' level permissions or higher for the Payments tool.
AND
'Admin' level permissions on the Company level Admin tool.

	Payments Tool	Company Admin Tool	Notes
Action (Alphabetical)	Read Only	Standard	Admin	Read Only	Standard	Admin
Beta Add Required Compliance Documents to Compliance Templates Web
Beta Change Compliance Template Names Web
Beta Create Compliance Templates as a Company Admin Web
Beta Edit or Delete Required Compliance Documents from Compliance Templates Web

Commitments Tool

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Permissions

Important

Permissions for these actions are set in the Company level Permissions tool.

Users can take the action with this permission level. If permissions are marked for both tools, a user needs one marked permissions from each section to take the action.

EXAMPLE

To create and apply a manual hold on an invoice from the Commitments tool, users need:

'Read Only' level permissions or higher for the Payments tool.
AND
'Admin' level permissions on the project's Commitments tool.

	Payments Tool	Commitments Tool	Notes
Action (Alphabetical)	Read Only	Standard	Admin	Read Only	Standard	Admin
About Holds in Procore Pay Web							Users with 'Admin' level permissions on the Commitments or Payments tools can create, edit, view, or release Invoice Holds. In addition, they can only view Vendor Holds.
Accept of Decline an Invite to Bill as an Invoice Contact Web							The payor must designate the user as the Invoice Contact on the commitment. Some payors choose to provide invoice contacts with 'Standard' level permissions on the Commitments tool. It is important to note that providing external collaborators with permissions higher than 'Read Only' level permissions is not recommended by Procore.
Add Sub-Tier Subcontractor Information to Commitments Web
Add Sub-Tier Information for a Subcontractor Invoice Web
Configure a Compliance Template in Commitment Settings Web
Create and Apply a Manual Hold on an Invoice from the Commitments Tool Web
Create Contract Compliance Documents for Commitments as an Invoice Administrator Web
Create a Subcontractor Invoice on Behalf of an Invoice Contact Web
Create a New Subcontractor Invoice as an Invoice Contact Web							Use this method if your 'Invite to Bill' is lost or missing (or if you are unsure whether an invoice administrator sent one). Some payors choose to provide invoice contacts with 'Standard' level permissions on the Commitments tool. It is important to note that providing external collaborators with permissions higher than 'Read Only' level permissions is not recommended by Procore.
Edit a Manual Hold on a Subcontractor Invoice as a Payor Web
Enable Lien Waivers and Set Default Templates on Projects Web
Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice AdministratorWeb
Generate Lien Waivers on Subcontractor Invoices Web
Invite Beneficiaries to Procore Pay from the Commitments Tool Web
Manage Contract Compliance Documents & Statuses for a Commitment Web							Company Admins and Project Admins can also take this action.
Manage Insurance & Compliance Statuses for a Commitment Web							Company Admins and Project Admins can also take this action.
Preview Lien Waivers on Subcontractor Invoices Web
Regenerate Lien Waivers on Subcontractor Invoices Web
Release a Manual Hold on an Invoice from the Commitments Tool Web
Send a New Invoice as an Invoice Contact with Procore Pay Web							Some payors choose to provide invoice contacts with 'Standard' level permissions on the Commitments tool. It is important to note that providing external collaborators with permissions higher than 'Read Only' level permissions is not recommended by Procore.
Send a Request to Unlock a Signed Unconditional Lien Waiver Web
Upload Signed Lien Waivers on Subcontractor Invoices Web
Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact Web
View Payment Requirements on an a Subcontractor Invoice as an Invoice Administrator Web

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.

	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
Deactivate a Bank Account as a Payee Web
Disable Payments as a Payee Web
Edit a Bank Account as a Payee Web
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
Manage Payment Permissions Web
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
Review and Accept a Pending Procore Pay Agreement as a Payee Web
Search and Filter Payments as a Payee Web
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
View Bank Accounts as a Payee Web
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
View the Payments List as a Payee Web

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