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Who can approve ProPays in Protiv?

Only Admins and Managers can approve ProPays in Protiv.

Purpose

This article explains which user roles can approve ProPays in Protiv and why access is limited. This helps you avoid approval delays and permission confusion during payroll.

When To Use This

Use this if you are:

  • Setting up roles and permissions for your team
  • Trying to approve a ProPay and don’t see the option
  • Training managers on who handles bonus approvals
  • Troubleshooting why a crew lead or worker can’t approve bonuses

Before You Start

  • Your company must already be set up in Protiv
  • Users must be assigned the correct role
  • ProPays must be completed and ready for approval

Quick Path

  1. Only Admins and Managers can approve ProPays.

  2. Approval happens in the web dashboard.

  3. Crew Leads and Workers cannot approve ProPays.

 Step-by-Step Instructions

Step 1 — Know which roles can approve ProPays

Only these roles can approve ProPays:

  • Admin
    Full access. Can approve individual ProPays and ProPay Groups.

  • Manager
    Full access. Can approve individual ProPays and ProPay Groups.

These roles have access to the web dashboard where approvals happen.

Step 2 — Understand which roles cannot approve ProPays

The following roles cannot approve ProPays:

  • Crew Lead

  • Worker

These users are limited to the mobile app and do not have access to the web dashboard. Because of that, they cannot approve ProPays.

Step 3 — Know where approvals happen

ProPay approvals happen in the Protiv web dashboard, not the mobile app.

Approvals can be done:

  • One ProPay at a time

  • In bulk for multiple ProPays or ProPay Groups

Step 4 — Make sure the ProPay is ready

A ProPay can only be approved if:

  • The work is completed

  • The ProPay is in an active or completed status

  • All required data is present

If those conditions aren’t met, approval won’t be available.

Examples

  • Example 1:
    A Manager logs into the web dashboard, reviews completed ProPays, and approves them in bulk before payroll.
  • Example 2:
    A Crew Lead finishes a job but cannot approve the ProPay. An Admin reviews and approves it instead.


Common Mistakes & How To Fix Them

  • Trying to approve ProPays from the mobile app
    Fix: Log in to the web dashboard with an Admin or Manager account.

  • Assigning a Crew Lead role and expecting approval access
    Fix: Change the user’s role to Manager if they need approval access.

  • ProPay won’t approve
    Fix: Confirm the ProPay is completed and ready for approval.