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Procore

Accept or Deny a User's Request to Join Your Company

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Objective

To accept or deny a user's request to join your company.

Background

Users can sign up for their own accounts in Procore and request to join their company as an employee. Administrators of the company's Directory are notified by email when a request has been made. They can go to the company's Directory tool to approve or deny the request using the In Review Tab that is visible only to Admins of the company's Directory tool.

If the user's request is accepted, they will receive a 'Welcome' email. If their request is declined, the user is not notified.

Things to Consider

  • Required User Permissions
  • You cannot change a declined request. However, the user can request to join your company again and you can accept their new request.
  • Users with 'Admin' level permissions to the company's Directory tool are notified when a user request to join.

Steps

  1. Navigate to the company's Directory tool.
  2. Click the In Review tab.
  3. Select the user's Project and Company Permissions Templates.
  4. Click Accept to approve.
    OR
    Click Decline to decline the request.
 Note

For companies setting up Procore Pay:

  • If accepted, only Company Admins or users with 'Admin' level permissions to the Company Directory can see the Payments tool. They can add a bank account continue setting up Procore Pay.
  • If denied, the Payments tool will not be enabled.

For the full setup process, see the Payee Setup Guide.