Invite or Reinvite a User to Join a Procore Project
In BetaA redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.
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
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
Bulk Invite or Re-invite a Users to a Project
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.
OR
Beta Click the vertical ellipsis and select 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.
OR
Beta Click Resend Invite.