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What is a payment application administrator?

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Answer

In Procore, an Payment application Administrator is a Procore user who is granted 'Admin' level permissions on the Project level Commitments tool. This user (or group of users) can manage billing periods and configure settings for the Project level Payment applications tool. Because a subcontractor payment application originates in the Commitments tool, payment application administrators can also manage a project's commitments and subcontractor payment applications. 

Common Questions

How do I add payment application Administrators to Procore?

To add a payment application administrator to the Project level Commitments tool:

  1. A company admin completes the steps in Add a User Account to the Company Directory. 
  2. A company admin or project admin completes the steps in Add an Existing User to Projects in Your Company's Procore Account.
  3. A project admin (or another payment application administrator) grants the user 'Admin' level permissions on the Project level Commitments tool.
 Note
Payment application administrator permissions are allocated on a project-by-project basis. To manage these permissions, Procore recommends following the steps in Create a Project Permissions Template.

Do payment application administrators need to be granted special access to Procore tools? 

In Procore, a payment application administrator only requires 'Admin' level permissions on the Project level Commitments tool. This allows the user to manage billing periods and configure the Payment applications Settings in the Project level Payment applications tool. Because subcontractor payment applications originate in the Commitments tool, payment application administrators can also manage a project's commitments and subcontractor payment applications. 

 Important
Does your payment application administrator also need to manage main contract payment applications? To view main contract payment applications in the Owner tab of the Project level Payment applications tool, Procore recommends that you also grant administrators 'Admin' level permissions on the Project level Main Contacts tool. Adding this permission level allows a user to also manage main contracts and main contract payment applications. 

Who can be a Payment Application Administrator? 

An Payment application Administrator is a person or group of people responsible for collecting, reviewing and creating payment applications in Procore. A payment application administrator can be any person in your organisation (for example, a project manager, an accountant or a team of bookkeepers) who have been granted the appropriate permissions to manage payment applications on your contracts and/or fundings.  

What can payment application administrators add or update in Procore? 

With 'Admin' level permissions on the Project level Commitments tool, payment application administrators can manage billing periods and configure the Payment applications Settings in the Project level Payment applications tool. Because subcontractor payment applications originate in the Commitments tool, payment application administrators can also manage a project's commitments and subcontractor payment applications.

Can payment application administrators designate payment application contacts? 

Yes. Payment application administrators have permission to designate payment application contacts for subcontractor payment applications on a project's commitments. See How do I designate a user as a payment application contact?