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Procore

Invite or Reinvite a User to Join a Procore Project

 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

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.
    OR

    Beta Click the vertical ellipsis icon-ellipsis-vertical.pngand select 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.
    OR

    Beta Click Resend Invite.