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Procore

Invite a Batch of Users to Join a Procore Project

Objective

To use the Bulk Actions > Invite menu command to invite a batch of users to join a Procore project.

Background

Users with the permissions listed below on the Project Directory can invite (or reinvite) a batch of users to join a Procore project.

Things to Consider

  • Required User Permission:
  • Prerequisite:
  • Alternatives:
  • Limitations:
    • When using the Bulk Actions > Invite command, invitations are NOT sent immediately. There can be a time delay (i.e., depending on a number of factors, this can be a few minutes or, sometimes, many minutes). If you need an invitation to be sent immediately, follow the steps in Invite or Re-invite a Person to a Project.
    • After an invite is sent, Procore sends an automated Welcome Email to the invitee's email address. If the invitee does not log into Procore, an automated follow-up message is sent at three (3), seven (7), and 14 days. After 14 days, the follow-up email is automatically discontinued.

Demo

demo-pdir-invite-users.gif

Steps

  1. Navigate to the Project level Directory tool.
    This reveals the Projkect Directory page. 
  2. Click Users
    This reveals your company's list of active users. 
    Notes:
    • An Invite button appears to the right of all user names that have NOT previously been sent an invite to join your Procore project.
    • An Reinvite button appears to the right of all user names that have been previously invited to join your company, but did not respond to the invitation. 
  3. Choose from these options:
    • To invite a user, mark the checkbox next to the desired person's name. 
      OR
    • To reinvite a user, place a mark in each desired checkbox. 
      Note: To remove a selected user, clear the desired checkbox(es) or click Start Over to clear all selected checkboxes.
  4. Choose Bulk Actions > Invite.
    Click OK to acknowledge the confirmation message. A GREEN banner appears to confirm that an invitation will be sent.
    Note: When using the Bulk Actions > Invite command, invitations are NOT sent immediately. There can be a time delay.

See Also