1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Company Level > Directory > Tutorials > Invite or Reinvite a Person to Procore

Invite or Reinvite a Person to Procore

Objective

To invite (or reinvite) a person in the Company Directory to login as a Procore user. 

Things to Consider

  • Required User Permission
    • To send an invite to a future Procore user, 'Admin' level permissions on the company's Directory tool.
  • Prerequisites:
    • To receive an invite to become a Procore user, a user with 'Admin' level permission to the Company Directory must do the following:
      1. Create a user account for the invitee. See Add a Person to the Company Directory
      2. Send an invite (or reinvite) the person. See the Steps below.
  • Additional Information:
    • After sending an invite, the system sends the person an automated "Welcome to Procore" email from the @procoretech.com domain. They will log in using their email address and be prompted to create a password.
      (Note: You may want to inform the person to be on the lookout for this email. If you want to provide the person with instructions for logging into Procore for the first time, see Respond to an Invite to Join Procore.
    • If the invitee does not log into Procore right away, the system will send automated follow-up emails after three (3), seven (7), and fourteen (14) days. 

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory page. 
  2. Locate the desired person in the list. 
    Note: The person's must have a user account in the Company Directory. To create a user account, see Add a Person to the Company Directory
  3. In the 'Invitation' column, choose the appropriate option:
    • If the user has not been invited to Procore, click Invite
      OR
    • If the user has previously been invited to Procore, click Reinvite.



      A confirmation message appears, giving you the option to cancel or confirm that you want to send the invitation. 
  4. Click OK to confirm that you want to send an invitation to the person.
    The system sends the person an invitation to Procore using the email address in the Company Directory. 
    (Notes:
    • A banner appears at the top of the page to confirm that the system send has sent a Welcome Email to that person.
    • If this is the first time you've invited that person to join Procore, the button label changes from 'Invite' to 'Reinvite'. 
    • If you have previously invited that person to join Procore, the button label will always read 'Reinvite').
You must to post a comment.
Last modified
07:46, 27 Oct 2016

Tags

Classifications

This page has no classifications.