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:
- 'Admin' level permissions on the Project level Directory tool.
OR - 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the 'Create and Add Users (Assignable Permission Templates Only)' granular permission enabled on your permissions template.
- 'Admin' level permissions on the Project level Directory tool.
- Prerequisites:
- The invitee must be added to the Project Directory. See Add a User Account to the Project Directory.
Note: Invitations can be sent at the same time a user is added to the Directory.
- The invitee must be added to the Project Directory. See Add a User Account to the Project Directory.
- Additional Information:
- 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.
Steps
Invite a User to a Project
- Navigate to the Project level Directory tool.
Note: The user you want to invite must already be added to the directory. - Click Users.
- Locate the desired user. Then click Invite.
A banner appears at the top of the page to confirm a Welcome Email was sent. By default, a record for the user is also added to the Company Directory. However, the user will not be able to log in or access other Procore projects unless specifically invited to the other project.
Reinvite a User to a Project
- Navigate to the Project level Directory tool.
Note: The Re-invite button is only available if the user has been added to the Directory and previously been invited to Procore. - Click Users.
- Locate the desired user. Then click Re-invite.
A banner appears at the top of the page to confirm a Welcome Email was sent. By default, a record for the user is also added to the Company Directory. However, the user will not be able to log in or access other Procore projects unless specifically invited to the other project.