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Procore

Invite or Re-invite a User to Procore

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Objective

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

Things to Consider

  • Required User Permissions
  • 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. 
  • Bulk invitations are not sent right away; there's a delay.

Steps

Invite a Single User

  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Locate the person you want to invite.
  4. In the 'Invitation' column, click Invite or Re-Invite.

Bulk Invite Users

  1. Navigate to the Company level Directory tool.
  2. Click Users.
  3. Mark the checkbox next to each user's name you want to invite.
  4. Click Bulk Actions and select Invite.
  5. Review the list of users.
  6. Optional: Click the X next to a user's name to remove them from the list.
  7. Click Invite.

See Also