Add a User to Your Free Procore Account (iOS)

Objective

To invite users to your team when using a free Procore account on an iOS mobile device. 

Things to Consider

• To have a free Procore account, become a part of the Procore Construction Network (PCN). 
• To add a user in the Team tool, their email domain must match your company's email domain. 
• Required User Permissions:
  • 'System Administrator' permissions for the Procore Construction Network account.

Steps

1. Navigate to the Team tool using the Procore app on an iOS mobile device.
   Note: Find the 'Team' tool on any of your app's main pages: Sidebar screen (shown below), Home screen, or Project Overview screen.
2. Tap the plus  icon. 
3. Choose Invite Teammate and fill out the fields listed below. Or, choose Import from Contacts and load the contact information from your phone.
4. Complete the following information to invite your teammate. Fields marked with * are required:
   • First Name*: Enter the first name of the employee.
   • Last Name*: Enter the last name of the employee.
   • Email Address*: Enter the email address for the employee.
     Note: To add someone in the Team tool, their email domain must match your company's email domain.   
   • Business Phone and Extension: Enter the users business phone number and extension as needed. 
   • Mobile Phone: Enter the users mobile phone number. 
   • Role*: Select a role from the drop-down menu.
   • Assign as Bid Contact?:
     Note: Bidding is a desk-top only feature
     • Click Yes if you want to assign this user as a Bid Contact and allow them to view and respond to bids.
     • Click No if you do not want to assign this user as a Bid Contact.
   • Permissions*: Select one of the following permission levels:
     Note: For more information on permission levels, see How do permissions work for free Procore accounts? 
     • Member: Allows the employee to view other users and view projects and bids that they have been invited to. 
     • Team Administrator: Allows the employee to view other users, view projects and bids that they have been invited to, and manage company settings.
     • System Administrator: Allows the employee to view, manage, and invite users, view projects and bids that they have been invited to, and manage company settings.
5. When you are ready to invite the user, click Send Invite.

See Also

• Assign a User as a Bid Contact in Your Free Procore Account (iOS)
• View Users in Your Free Procore Account (iOS)