What granular permissions are available for Payments Workflows?

 General Availability in Select Markets (United States)

flag-us.png Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.

 In Beta

This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Background

In Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned .

However, Payments Workflows granular permissions work differently than other granular permissions in Procore.

Payments Workflows do not offer standard permission levels such as 'Read Only' or 'Standard'. Instead, Payments Workflows ONLY offer granular permissions, as shown in the image below.

These granular permissions allow users to take each available action within Payments Workflows, instead of grouping a set of actions into a permission level like 'Standard' or 'Read Only'. They are separated from the permissions available for the Payments tool in order to comply with regulations like the Sarbanes-Oxley Act (SOX), that require a separation of duties between the person approving and the person creating or receiving a payment.

payments-workflows-permissions.png

 Tip

How do I grant granular permissions in a company permissions template? For instructions, see Grant Granular Permissions in a Company Permissions Template.

Answer

The table below details the available granular permissions for Payments Workflows.

Granular Permission Name

Granular Permission Description

Turn ALL ON/Turn ALL OFF

Turns all of the Payments Workflows settings ON or OFF.

View Workflow Templates

Grants users access to view your company's existing workflow templates.

View Complete Workflow History as a Workflow Participant

Grants users the ability to see the complete workflow history when the user is an assignee on a workflow step.

View Previous Step History Only

Grants users the privilege to see only the previously completed step in the workflow. The user who sees the previous step must be assigned to the current workflow step.

Can Be Workflow Manager

Grants users the privilege to perform the tasks associated with being a workflow manager.

Can Start Workflows

Grants users the privilege to start and restart workflows.

 Important

For Procore Pay to automatically start the Payments workflow after a disbursement is created, the Payments Admin or Payments Disburser who creates a disbursement must be granted the 'Can Start Workflows' granular permission.

Configure Workflow Templates

Grants users the privilege to configure workflow templates.

See Also

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