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Procore

Invite or Reinvite a User to Join a Procore Project

Objective

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

Things to Consider

  • Required User Permissions
  • Prerequisites:
  • Additional Information:
    • 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.
    • If the user was previously invited to the project, the Re-invite button becomes available. 

Steps

Invite a User to a Project

  1. Navigate to the project's Directory tool.
    Note: The user you want to invite must already be added to the directory. 
  2. Click Users.
  3. Locate the desired user. Then click Invite

    invite-user-in-directory.png

    A banner appears at the top of the page to confirm a Welcome Email was sent. By default, a record for the user is also added to the Company Directory. However, the user will not be able to log in or access other Procore projects unless specifically invited to the other project. 

Reinvite a User to a Project

  1. Navigate to the project's Directory tool. 
    Note: The Re-invite button is only available if the user has been added to the Directory and previously been invited to Procore. 
  2. Click Users.
  3. Locate the desired user. Then click Re-invite

    reinvite-user-in-directory.png

    A banner appears at the top of the page to confirm a Welcome Email was sent. By default, a record for the user is also added to the Company Directory.  However, the user will not be able to log in or access other Procore projects unless specifically invited to the other project.