Invite a Batch of Procore Users to Join a Company's Procore Account

Users with the appropriate permissions on the Company level Directory can invite or re-invite a batch of users to join a company's Procore account.

• Required User Permissions

• Prerequisite:

  • The invitee must first be added to the Company Directory. See Add a User Account to the Company Directory.

• Alternatives:

  • Users can also send invitations at the time the user's account is created. See Add a User Account to the Company Directory.

• Limitations:

  • When using the Bulk Actions to invite users, invitations are NOT sent immediately. If you need the system to send an invite to a user immediately, follow the steps to individually Invite or Re-invite a User to Procore.

• 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 3, 7, and 14 days.

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 or re-invite.

4. Click Bulk Actions and select Invite.

5. In the 'Invite' window, review the list of users. Click the X next to a user's name to remove them from the list.

6. Click Invite.