Procore For Government

Background

Procore for Government is designed consistent with the FedRAMP® Moderate baseline. Unlike the Procore commercial platform, this environment requires a more controlled onboarding process to help ensure all access is secure and auditable. Key principles of this environment include:

• Assisted Onboarding: Procore actively assists with the initial company and Single Sign-On (SSO) setup to help ensure proper configuration.

• Mandatory SSO: All internal employees are required to authenticate using your organization's SSO provider, eliminating the need for separate Procore for Government passwords.

• Invite-Only Access: All users, including subcontractors, must be explicitly invited to the Procore for Government platform by your organization's administrator. There are no free or public accounts.

Prerequisites

Before you begin, please ensure you have the following:

• Administrator Role: You have been authorized as the primary Administrator for your organization's Procore account.

• Procore Invitation: You have received an email invitation from Procore to activate your organization’s account.

• SSO Information: You have access to your organization's Identity Provider (IdP) metadata or configuration details needed for setting up SSO.

• User Lists: You have a list of official email addresses for the internal employees and external collaborators you plan to invite.

Steps

Follow these steps to configure your organization’s Procore account and onboard end users:

Step 1: Activate Your Administrator Account

Your first step is to activate your organization’s account, which must be created for you by Procore.

1. Locate the invitation to Procore for Government in your email inbox.

2. Click the link in the email to begin the setup process.

3. You will be prompted to create a secure password for your administrator account.

4. Follow the on-screen instructions to set up Multi-Factor Authentication (MFA). This is a mandatory security measure for all accounts that use a password in the Procore for Government environment.

Step 2: Configure Single Sign-On (SSO)

Next, you will work with Procore to connect your organization's Identity Provider (e.g., Okta, Azure AD, and so on) to your organization’s Procore account.

1. Contact your designated Procore for Government Point of Contact to initiate the SSO setup.

2. Provide your specialist with the required IdP metadata from your organization's IT department.
   An authorized member of the Procore for Government team must configure the connection on the backend.

3. Once configured, work with your designated Procore for Government Point of Contact to test the SSO connection by logging out and logging back in through your organization's SSO portal.

Step 3: Invite Employees

After your SSO is active, you can begin inviting your team members. Team members will authenticate using the established SSO connection.

1. Navigate to the company's Directory tool.

2. Click Add People.

3. In the Email Addresses field, enter the organization’s email addresses for all internal users you wish to invite.

4. Assign a default Permission Template to define their initial access rights.

5. Click Add. Your employees will receive an invitation email and will access Procore through your organization's SSO provider without needing to set a password.

Step 4: Invite External Collaborators (Subcontractors)

You can also invite users from outside your organization, such as subcontractors or consultants.

1. Navigate to the company's Directory tool.

2. Click Add People.

3. Enter the email addresses of the external collaborators.

4. Assign an appropriate Permission Template, which is typically more restrictive than your internal templates.

5. Click Add.

   • If the collaborator already has an account in the Procore for Government environment, they will receive a notification to access your organization.

   • If they are new to the environment, they will be prompted to create a new account with a password and MFA.

Next Steps

Once you have successfully invited your initial set of users, you can begin setting up your workspace:

• Create a Project: Navigate to the Portfolio tool to create your first project.

• Populate Project Directory: Add the relevant users from the Company Directory into your new Project Directory.

• Configure Permissions: Fine-tune user permissions for specific tools within your Procore project.

Background

Your organization is using the Procore for Government platform to manage projects in a secure environment. Access is by invitation only to ensure that project information remains protected.Your login method will depend on your user type:

• Internal employees will log in using their standard organization credentials via Single Sign-On (SSO).

• External collaborators (e.g., consultants, partners, subcontractors) will log in using an email address and a password secured with Multi-Factor Authentication (MFA).

Prerequisites

• You must receive an email invitation from your organization's Procore Administrator to join the Procore for Government environment.

Steps

Please follow these steps to access your project.

Step 1: Locate Your Invitation and Begin

This first step is the same for all users.

1. Check your inbox for an email with the subject line "Invitation to Procore".

2. Open the email and click the link or button to accept the invitation.

Step 2: Choose Your Path to Log in to Procore for Government

After clicking the link in the invitation, follow these instructions for your specific role.

• Path A: For Internal Agency Employees:

  • Follow this path if you are an employee of the government agency that owns the Procore for Government account. Note: You will NOT need to create or manage a separate password for Procore for Government.

    • After clicking the invitation link, your web browser will automatically redirect you to your organization's familiar login page.

    • Enter your standard work username and password (the same credentials you use to access your email or other company systems).

    • Once you have successfully authenticated, you will be redirected to Procore for Government.

• Path B: For External Collaborators:

  • Follow this path if you are a consultant, partner, or subcontractor invited to the Procore for Government project.

    1. After clicking the invitation link, you will be directed to the Procore for Government login page.

    2. Your next step depends on whether you have joined the Procore for Government environment before.

       • If this is your FIRST time, you will be prompted to create a new account:

         1. Enter your name and create a strong password for your account.

         2. Follow the on-screen prompts to set up Multi-Factor Authentication (MFA). This is a mandatory security step that requires you to verify your identity using a secondary method, such as an organization-approved authenticator app on your smartphone.

       • If you already have MFA setup for Procore for Government:

         1. Simply enter the email address and password for your existing account.

         2. Complete the MFA prompt to sign in securely.

Step 3: Accept Mandatory Legal Notice

Before you can access your project, you must accept the terms of use for the platform.

1. After successfully logging in for the first time, you will be presented with a Mandatory Legal Notice.
   This notice outlines the terms of use, data handling policies, and user responsibilities specific to the Procore for Government environment.
   

   Important

   You will not be able to access the Procore platform until you have accepted this notice. This is a one-time action required upon your first login.

2. Read the notice carefully. To proceed, you must click the Accept or Agree button at the bottom.

Next Steps

Congratulations on logging in! Here are a few things you can do now:

• Explore the Project: Once you are logged in, you are directed to the project's Home page.

• Update Your Profile: Click your initials or photo in the top-right corner to access your profile settings.

• Start Collaborating: Begin using the Procore tools you have been given access to, such as Drawings, RFIs, Submittals, and others.