Add Disbursement Contributors as a Payor

To add one or more Disbursement Contributors to the Company level Payments tool as a Payments Admin in the payor environment.

A Disbursement Contributor is a Procore user who is explicitly granted access permissions to add and remove subcontractor invoices to 'Draft' disbursements in the Company level Payments tool. Because of the sensitive nature of payments, only a Payments Admin can add contributors. Any Procore user designated as an employee of your company in the Company level Directory tool can be designated as a contributor.

• Required User Permissions

• Additional Information:

  • To learn more about this role and the permissions that you need to be designated as a disbursement contributor, see What is a Disbursement Contributor?

• Add or Remove Payments Admins as a Payor

• Add a User Account to the Company Directory and mark the user as an employee. See How do I add someone as an employee of my company?

1. Navigate to the Company level Payments tool.

2. Click the Payments Settings icon.
   This opens the Payment Settings page. The Funding Accounts page is active by default.

3. Click the Payment Processing tab.
   This is the active tab by default.

4. Click the Payments Permissions link.

5. Scroll to Disbursement Contributors.

6. Click the Add Disbursement Contributors button.
   This opens the Add Disbursement Contributors window.

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

    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 Disbursers must be employees of your company. See How do I add someone as an employee of my company?

   • Start typing the name of the user to add to the Search People list.

   • Select the matching user name(s) from the drop-down list.

8. Click Continue.

9. Review the names in the Disbursement Contributors list.

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

• Create Disbursements

• Remove Payments Disbursers as a Payor