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Procore

Add a User to Your Free Procore Account

Limited Release
The Procore Construction Network is currently only available in the United States.

Objective

To invite users to your team in a free Procore account.

Things to Consider

  • Required User Permissions:
    • 'System Administrator' permissions for the Procore Construction Network account.

Steps

  1. Log in to your free Procore account.
  2. Click the Team page.
    Note: If you haven't added any team members yet, an 'Invite Your Team' section is also shown on the Home page with a Go to Team button.
  3. Click Add User.
  4. Complete the following information:
    • First Name*: Enter the first name of the employee.
    • Last Name*: Enter the last name of the employee.
    • Email Address*: Enter the email address for the employee.
      Note: The end of the email (after the @ symbol) is automatically filled with your company's email domain.
    • Role*: Select a role from the drop-down menu.
    • Assign as Bid Contact?*:
      • Click Yes if you want to assign this user as a Bid Contact and allow them to view and respond to bids.
      • Click No if you do not want to assign this user as a Bid Contact.
    • Permissions*: Select one of the following permission levels:
      Note: See How do permissions work for free Procore accounts? for more information on permission levels.
      • Member: Allows the employee to view other users and view projects and bids that they have been invited to. 
      • Team Administrator: Allows the employee to view other users, view projects and bids that they have been invited to, and manage company settings.
      • System Administrator: Allows the employee to view, manage, and invite users, view projects and bids that they have been invited to, and manage company settings.
  5. When you are ready to invite the user, click Send Invite.