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How to onboard individual workers with Procore integration
Who is this article for?Admin users who need to onboard individual workers into TIKS while using Procore integration.
Access to the Admin Portal and permissions to manage worker records are required.
This article explains how to onboard individual workers into TIKS when Procore integration is enabled. While companies and their users are synced from Procore, individual workers not listed in Procore can still be added manually in TIKS.
Steps
Step 1: Log into the Admin Portal
Access the Admin Portal 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
- You can only add individual workers directly in TIKS; their profiles will not sync back to Procore.
- Ensure the selected sites are active and relevant to the worker’s role.
- Double-check contact details to avoid delivery issues.
Related Articles
- Understanding company invitations with Procore integration
- How to onboard individual workers without Procore integration
- How to invite a Company Administrator