Your people and client participants
Invite your firm's people, choose which clients each one works for, and bring a client's own staff in as client participants without using a seat.
Your people see only the clients you assign them, everywhere: jobs, records, reports, Safety Scores and the agent. The Administrator sees every client.
Invite one of your professionals
- Open Team and fill in Invite someone: name, email, title and role (usually Safety).
- Under Clients they work for, tick each client.
- Click Send invitation. They get an email with a 6-digit code. They use a seat on your plan.
Change who works for a client
On Clients, on the client's card: Assign adds someone; × next to a name removes them. A change applies at once.
Invite a client participant
A client participant is one of the client's own people, for example their superintendent, who needs to sign in: to review and close corrective actions, file talks and inspections in the phone app, or read the reports. 1. Open Team, fill in Invite someone, choose their role (for example Superintendent). 2. Tick Client participant and choose their one client. 3. Click Send invitation.
A client participant: - works for that one client only, and sees only the projects whose Procore Directory lists them; - doesn't use a professional seat; - can't be an Administrator.
Crews, subcontractors and visitors
They never need a sign-in: they use the QR code at the gate (or the site tablet) to sign in, take the orientation and sign toolbox talks and JSAs.
Good to know
- Someone who also works for another company that uses LaunchPad Safety keeps one sign-in and switches between companies. See Work for more than one company.