Install an App from the Procore Marketplace

As a company administrator, you have the ability to install an App from the Procore Marketplace to your company in Procore. You can install an App while you are in Procore, or install one directly from the Marketplace. There are two types of apps that can be installed:

• Data Connection (DMSA) app. This type of app will require the configuration of a permission template for the DMSA "user" in the Company Level Directory to allow the app to function as intended on all projects.

• Embedded (Auth code) app. No additional permission configurations are required for this type of app.

You can see whether you've installed a data connection or embedded app when viewing your company's list of installed apps in the App Management tool.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Directory tool.

For Embedded Apps: Project Configuration

1. Immediately after clicking Install, a Create Configuration modal will appear.

2. You can use this modal to create an initial App Configuration now, or click Skip to create a configuration and apply it to projects at a later time.

For Data Connection Apps: Selecting Permitted Projects

Upon confirming the installation of a Data Connection app, you will prompt the Add Permitted Projects workflow:

1. Use the Add Permitted Projects modal to select one or more projects that you want the Data Connection App to have access to.

2. Click Add to grant immediate access.

3. Alternative: If you prefer to manage project access later, click Skip.

Managing Data Connection Permissions via App Management

If you skipped the initial setup or need to change project permissions for a Data Connection app on specific projects later, use the following method:

1. Navigate to the App Management tool from the Select an App menu in Procore.

2. Click View next to the specific app you want to configure.

3. Click the Permissions tab.

4. Select the project(s) you want the app to be available in from the Permitted Projects drop-down menu.

5. Click Add.

Enabling Data Connection Permissions for ALL Projects (Current & Future)

To ensure a Data Connection app functions flawlessly across your entire company portfolio without manual project-by-project assignment, you must apply a global template to its DMSA user account:

1. Go to the Company Level Permissions tool.

2. Click the Projects Permissions Template tab.

3. Create a Global permission template that provides all the tool permissions the app lists as required.
   Note: It is best practice to name this permission template after the app itself so it can be easily identified later.

4. Navigate to the Company level Directory tool.

5. Search for the app's name to locate its automatically generated "user" account in the Directory list.

6. Click Edit next to that app user account.

7. Scroll to the permissions area of the user record and click the Select Default Permission Template option.

8. Choose the global template you set up for the app, and click Apply.

   Important: Do NOT manually check or adjust individual tool permission boxes inside the permissions grid on this screen. A dedicated permission template must be applied directly to the account.

9. Mark the checkbox labeled "Add [app-user-name] to all new projects" under the 'New Project Settings'. This ensures the App User is added to all new Procore projects moving forward.

10. To push the app out to your active portfolio, locate the section titled 'Projects this user does not belong to' and click Add All.

11. Click Save to finalize your changes.