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
- Required User Permissions:
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
OR - 'Admin' level permission on the Company level Directory tool.
- 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
- Prerequisite:
- The invitee must first be added to the Company Directory. See Add a User Account to the Company Directory.
- Alternatives:
- Users can also send invitations at the time the user's account is created. See Add a User Account to the Company Directory.
- Limitations:
- When using the Bulk Actions to invite users, invitations are NOT sent immediately. There can be a slight time delay.
Important! If you need the system to send an invite to a user immediately, follow the steps in Invite or Re-invite a User to Procore.
- When using the Bulk Actions to invite users, invitations are NOT sent immediately. There can be a slight time delay.
- Additional Information:
- To learn more about adding users to Procore, see How do I invite users and collaborators to my company's Procore account?
- 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.
Demo
Steps
- Navigate to the Company level Directory tool.
- 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.
- Mark the checkbox next to each user's name you want to invite or re-invite.
- Click Bulk Actions and select Invite.
- In the 'Invite' window, review the list of users. Click the X next to a user's name to remove them from the list.
- 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.