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Edit an App Configuration

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For Use with Embedded Apps Only
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.

Objective

To edit an App configuration in a project.

Background

As a company administrator, you have the ability to edit an App configuration in a company.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Directory tool.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click App Management.
  3. Locate the App you want to edit a configuration for and click the associated View button.
  4. Click Configurations.
  5. Locate the configuration you want to modify and click the associated Edit button.
  6. Update the list of configured Projects, choose options for Global Projects Config and Company Level Config, update the Title and the Configurable Fields for the configuration as needed and click Update.
 Note
If the Company Level Config option is not available on the Edit Configuration screen, the App you are trying to configure does not yet support company level configurations.

See Also