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Procore

Invite a Batch of Procore Users to Join a Company's Procore Account

Objective

To invite or re-invite a batch of users to join a company's Procore account.

Background

Users with the appropriate permissions on the Company level Directory can invite or re-invite a batch of users to join a company's Procore account.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Click Users.
    Notes:
    • An Invite button appears to the right of all user names that have NOT previously been sent an invite to join your Procore company.
    • An Re-Invite button appears to the right of all user names that have been previously invited to join your company, but did not respond to the invitation. 
  3. Mark the checkbox next to each user's name you want to invite or re-invite.
  4. Click Bulk Actions and select Invite.
  5. In the 'Invite' window, review the list of users. Click the X next to a user's name to remove them from the list.
  6. Click Invite.
    A GREEN banner displays to confirm that invitations will be sent.
    Note: Invitations are NOT sent immediately using Bulk Actions. There can be a time delay.