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
- The invitee must be added to the Project Directory. See Add a User Account to the Project Directory.
Steps
Invite or Re-invite a User to a Project
- Navigate to the Project level Directory tool.
- Click the Users tab.
- Locate the desired user.
- In the user's row, click Invite or Re-invite.
Bulk Invite or Re-invite a User to a Project
- Navigate to the Project level Directory tool.
- Click the Users tab.
- Mark the checkbox next to the user's name.
- Click Bulk Actions and select Invite.