Invite Users to Procore

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If data syncs are enabled, people who are 'Users' or 'Assignable Users' are automatically added to the Company Directory. You must send an invite from the Company Directory so the user can set their password in Procore.

Alternatively, if you completed a one-time data upload for Resource Planning, you need to invite your users to Procore so the user can set their password in Procore.

  1. Navigate to the Company Directory tool once Resource Planning and Procore have synced.

  2. Click Users.

  3. Locate the person you want to invite.

  4. In the 'Invitation' column on the far right, choose the appropriate option:

    • If the user has NOT been invited to Procore, click Invite.

      invite-user-in-directory.png

      OR

    • If the user has previously been invited to Procore, click Re-invite.

      reinvite-user-in-directory.png

      Procore sends the person an invitation to Procore using their email address in the Company Directory.* A banner appears at the top of the page to confirm that the system send has sent a Welcome Email to that person.* If this is the first time you've invited that person to join Procore, the button label changes from 'Invite' to 'Re-invite'.* If you have previously invited that person to join Procore, the button label will always read 'Re-invite'.

After a user accepts their invitation and sets a password, they can log in to Procore and access Resource Planning.

Update User Permissions in Procore
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