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How do I invite users to my Procore account?

Background

If you are the Procore Administrator for your company, you will want to invite users to your account once you have completed the Account Setup call in the customer onboarding process. To drive early adoption of the Procore platform we highly encourage you to immediately invite your internal members and external collaborators to access your Procore account.

Answer

We recommend adding new users to the designated Sandbox Project in your Procore account for testing and training purposes, as well as to their real projects. Once you have officially invited them to projects in Procore (see Add a Person to the Company Directory), you can send them follow up emails using the email templates below, which outline best practices for learning the Procore platform. 

 


Email for Internal Members

Create a new email (in your email account) by selecting, copying, and pasting the example text below. Customize as necessary.

SUBJECT: Get your team up and running in Procore

Hello {Invited User},

I am excited to announce that our organization recently engaged Procore software as a tool to enhance and streamline our project management efforts. This decision is a culmination of months of research by select project team members to identify the best project management solution on the market.

The next step is to get all of our project teams using the system. To begin this process, you'll be receiving an invitation email with the subject line "Welcome to Procore" which will allow you to setup your user name and password to access our Procore account. Once received, please complete the training requirements outlined in Getting Started with Procore: Internal Users. (click to view article) 

Should you have any questions about utilizing Procore on your projects, please reach out to me directly.

Thank you in advance for embracing this tool and for all of your efforts as we continue to strive for excellence in all that we do.

Cheers,
{Your Name}

 


Email for External Collaborators

Create a new email (in your email account) by selecting, copying, and pasting the example text below. Customize as necessary.

SUBJECT: Training Resources for Every Project Role

Hello {Invited User},

{Your Company Name} has made a considerable investment in a new cloud-based construction management software platform called Procore.  This software will be used to manage all of the day-to-day tasks associated with the construction management of our projects. It is our goal to have all construction management related tasks go through the Procore platform.

To begin this process, you'll be receiving an invitation email with the subject line "Welcome to Procore" which will allow you to set up your username and password to access our Procore account. Once received, please reference the appropriate learning path outlined in the Procore Learning Paths support page. Please familiarize yourself with the tool set you will be using on the project. Procore is most effective when used in a collaborative environment, so the more information we put into Procore, the more equipped the project management team will be in efficiently managing the project.

If you have any questions regarding the functionality of the Procore platform, please reference the Support & Feedback  link in the top-right corner of any screen in Procore. Through this question mark, you can access Procore's Support site, email the Procore Support team, and access live chat functionality for instant answers to any questions. We are excited to start collaborating with you through Procore!

Cheers,
​{Your Name}

 

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Last modified
09:18, 12 Aug 2016

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