Be aware that creating App Configurations only applies to Embedded Apps. If you do not see a Configurations tab on an App's show page, that indicates that you do not have the Embedded Experience version of that App. Please visit the Procore Marketplace to obtain the embedded version of the App you want to configure.
App configurations allow you to customize how Embedded Apps behave and determine where they can be launched within Procore. Depending on your organization's setup, configurations can be scoped tightly to a single project, deployed globally across all active and future projects, or made available company-wide.
Required User Permissions
To Create a Configuration for a Specific Project:
User must be a valid contact in the Procore Directory tool.
To Create a Configuration from the Company Admin tool:
'Admin' level permissions on the company's Directory tool.
Follow these steps if you are a project user setting up an app configuration inside a single, specific project.
Navigate to the specific project in Procore.
On the top navigation bar, click the Select an App dropdown menu.
Click App Management.
Locate the App you want to configure and click View.
Click the Configurations tab.
Click Create Configuration.
In the Projects field, ensure your current project is selected.
Enter a Title for the configuration. (Note: App users will see this display name in their 'Select an App' menu.)
Enter values for any required or optional Configurable Fields (e.g., a target Google Sheet URL).
Click Create.
Follow these steps if you are a Company Administrator deploying an app to specific projects, globally to all projects, or at the company level.
Navigate to the company-level Admin tool.
Under 'Company Settings' or 'Administrative Settings', click App Management.
Locate your target App, click View, and select the Configurations tab.
Click Create Configuration.
Define the scope and deployment of your configuration:
For specific project(s): Use the Projects dropdown menu to manually select the project(s) you want this configuration applied to.
For all projects (Global): Mark the Global Projects Config checkbox to apply this configuration automatically to all active and future projects in the company.
For the Company Level: Mark the Company Level Config checkbox to allow users to launch this app from the company-level header menu.
Enter a Title for the configuration. (Note: App users will see this display name in their 'Select an App' menu.)
Enter values for any required or optional Configurable Fields.
Click Create.
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