Who is this article for?

Admin users who need to invite and onboard individual workers manually.

Access to the Admin Portal and permissions to manage worker records are required.

This article explains how to manually onboard an individual worker using the Admin Portal when Procore integration is not available.

Steps

Step 1: Log into the Admin Portal

Access the Admin Portal using your credentials and click on the Records tile.

Step 2: Select the contracting company

Tap on the contracting company from which you want to invite individual workers.

Click the View Individuals button.

Step 3: Complete the invitation form

At the top of the screen, fill out the required fields to invite an individual worker:

• Full Name – Enter the worker’s full name.
• Email Address – Provide a valid email address.
• Mobile Number – Add the worker’s mobile contact.
• Active Sites – Select the sites where the worker is allowed to operate.

Step 4: Finalize the registration

Click the Invite Individual button to complete the onboarding process.

Step 5: Notification

The Admin user for the selected contracting company will receive an email notification confirming the invitation.

Tips

• Double-check the email and mobile number for accuracy to avoid delivery issues.
• Ensure the selected sites are active and relevant to the worker’s role.

Related Articles

• How to onboard a contracting company
• Managing site access for individual workers
• Troubleshooting email delivery issues for invitations