Create App Configurations in Procore

App configurations allow you to customize how Apps behave, manage where they can be launched, and define governance boundaries within Procore. Depending on your organization's setup, configurations can be scoped tightly to a single project, multiple projects, or applied globally across all active and future projects company-wide.

• Required User Permissions:

  • To Create a Configuration for a Specific Project:

    • User must be a valid contact in the Procore Directory tool with access to the project.

  • To Create a Configuration from the Company Admin tool:

    • 'Admin' level permissions on the company's Directory and Admin tools.

Follow these steps if you are a project user setting up an app configuration inside a single, specific project.

1. Navigate to the specific project in Procore.

2. On the top navigation bar, click the Select an App dropdown menu.

3. Click App Management.

4. Locate the App you want to configure and click View.

5. Click the Configurations tab.

6. Click Create Configuration.

7. In the Projects field, ensure your current project is selected.

8. Enter a Title for the configuration. (Note: App users will see this display name in their 'Select an App' menu.)

9. Enter values for any required or optional Configurable Fields (e.g., a target Google Sheet URL).

10. 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.

1. Navigate to the company-level Admin tool.

2. Under 'Company Settings' or 'Administrative Settings', click App Management.

3. Locate your target App, click View, and select the Configurations tab.

4. Click Create Configuration.

5. 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.

6. Enter a Title for the configuration. (Note: App users will see this display name in their 'Select an App' menu.)

7. Enter values for any required or optional Configurable Fields.

8. Click Create.

If the app you're installing is listed as a Data Connection app, continue with the steps below.

Enable permissions for the app on some projects

1. After installing the app, navigate to the App Management tool from the Select an App menu in Procore.

2. Click View next to the app you're configuring.

3. Click the Permissions tab.

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

5. Click Add.

Enable permissions for the app on all current and future projects

1. Once the integration is installed, go to the Company Level Permissions tool.

2. Click the Projects Permissions Template tab.

3. Create a Global permission template that provides the permissions the app lists as required. See Create Permission Template for detailed instructions.
   Note: It's best to name the permission template with the app's name to easily identify it.

4. Go to the Company level Directory.

5. Search for the app name to locate its "user" account in the Directory.

6. Click Edit next to the user account.
   

7. In the permissions area of the user record, click the Select Default Permission Template option.

8. Choose the template you've set up for the app, then click Apply.
   Note: Do NOT manually adjust permissions for the app's user account in the permissions grid in the Company Directory tool. A permission template must be applied.

9. Next, mark the checkbox for Add [app-user-name] to all new projects.
   This setting will add the ‘App User’ to all new Procore projects moving forward.
   

10. To add the ‘App User’ to existing projects, click Add All next to Projects this user does not belong to.

11. Click Save.

1. Click Close in the 'Installation Successful' window.

2. Click + Create Configuration.

3. Enter the following information:
   Note: An asterisk (*) below indicates a required field.

   • Projects*: Select the specific project(s) in Procore where this app configuration should be applied.

   • Global Projects Config: Mark this checkbox to automatically apply this app configuration to all active projects as well as any future projects created in your Procore company account.

   • Company Level Config: Mark this checkbox to make this app configuration available at the company level, allowing users to launch the app directly from the top navigation header menu across Procore.

   • Title*: Enter a display name for this app configuration.

   • Smartsheet ID*: Enter the unique ID associated with your target Smartsheet sheet, report, or dashboard.

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.

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.

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.