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Procore

Invite or Re-invite a Person to Procore

Objective

To invite (or re-invite) 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 re-invite) 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. 

Demo

company-invite-reinvite-user.gif
 

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

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 on the far right, 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 Re-invite.
      Procore sends the person an invitation to Procore using their 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 'Re-invite'. 
      • If you have previously invited that person to join Procore, the button label will always read 'Re-invite'.

See Also