What do we need to consider before allowing downstream collaborators to submit payment applications in Procore?
Background
Before providing your downstream collaborators with permission to submit payment applications for their commitments on your Procore projects, your company's Procore Administrator and project teams should decide if allowing collaborators to submit their own payment applications is the right choice for your company. Questions to ask include:
- Do you want to save your team time and effort by allowing your downstream collaborators to submit their own payment applications in Procore directly?
- Do your downstream collaborators have an employee or representative that you can designate as an payment application contact?
If you answered Yes to the questions above, review the Answer below to learn more about your team's options for creating payment applications in Procore.
Tip
Don't want your downstream collaborators submitting payment applications in Procore? If your team prefers to collect paper or digital payment applications from downstream collaborators outside of Procore, simply provide one or more project team member(s) with the required user permissions so they can Create a Subcontractor Payment application on Behalf of a Payment Application Contact.
Answer
To help your team decide who can submit payment applications in your Procore projects, review the information in this table.
| Who do you want to create the payment application? | What is this person called in Procore? | Does this person require access permissions to the Project level Commitments tool? | Is this person's access permissions to our project's commitments and payment applications data limited? | Learn More |
|---|---|---|---|---|
| A designated employee or representative of our downstream collaborator(s). | Payment application Contact See What is a payment application contact? |
No. You must explicitly designate this person as a payment application contact on each commitment. This grants the user access to view data and submit payment applications for specific commitments in a project. |
Yes. To view a commitment and all of its corresponding payment application data, you must designate a payment application contact on each individual commitment in your project.
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| An employee or trusted team member is granted the required user permissions on the Project level Commitments tool. | Payment application Administrator | Yes. 'Admin' level permissions or higher on the Project level Commitments tool. This grants the user full permission to view all commitments and any payment application data, on a Procore project. | No. This person can view all of the commitment and payment application data on the project(s) to which they have been granted access permissions. |