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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
  • 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. 

Prerequisites

Steps

Invite or Re-invite a User to a Project

  1. Navigate to the Project level Directory tool.
  2. Click the Users tab.
  3. Locate the desired user.
  4. In the user's row, click Invite or Re-invite.

Bulk Invite or Re-invite a User to a Project

  1. Navigate to the Project level Directory tool. 
  2. Click the Users tab.
  3. Mark the checkbox next to the user's name.
  4. Click Bulk Actions and select Invite.