Invite a User to Procore

Background

After sending an invite, the system sends the person an automated 'Welcome to Procore' email from the @procoretech.com domain. The user will log in using their email address and be prompted to create a password.

If you want to provide the person with instructions for logging into Procore for the first time, share Respond to an Invite to Join Procore.

Things to Consider

  • Required User Permissions

  • After a user has been added, they can log in to Procore, even if an invitation was not sent.

  • If the invitee does not log into Procore right away, the system will send automated follow-up emails after 3, 7, and 14 days.

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

Conditions préalables

Steps

  • Invite a Single User

  • Bulk Invite Users

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 their row, 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.

Next Steps

See Also

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