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Procore

Accept or Deny a User's Request to Join Your Free Procore Company Account

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Limited Release
Free Procore accounts are currently only available in the United States and Canada.

Objective 

To accept or deny a user's request to join your free Procore company account.

Background 

Users can sign up for their own accounts in Procore and request to join their company as an employee. System Administrators are notified by email when a request has been made and can use the Team tool to approve or deny the request.

Things to Consider

  • Required User Permissions
  • Requests that are declined can not be changed. If you accidentally deny a request, the user can request to join again or you can add them using the Team tool. 

Steps

  1. Log in to your free Procore account.
  2. Navigate to the Team tool.
  3. Click the In Review tab.
    • To accept the request, select a role, permission level and if the user is a tender contact for your company. Then, click Accept.
    • To deny the request, click Decline.
 Note

For companies setting up Procore Pay:

  • If accepted, only users with 'System Administrators' permissions can see the Payments tool. They can add a bank account continue setting up Procore Pay.
  • If denied, the Payments tool will not be enabled.

For the full setup process, see the Payee Setup Guide.