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Procore

Install a Custom App

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Objective

To install a custom App in a company.

Background

As a company administrator, you have the ability to add install a custom App in a company in Procore.

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. Click Install App and choose Install Custom App.
    install-app-button.png
  4. Enter the 36-character 'App Version ID' provided to you by the custom App developer.
  5. Click Install.
  6. Click Install again to confirm the installation.
  7. If you want to create an App configuration now for this App and apply it to one or more projects, or configure it globally, continue with the steps outlined below. Otherwise, click Skip.
    1. Use the Projects dropdown to select the projects you want to apply the App configuration to. You can choose Select All if you want to apply the configuration to all projects in the company.
      • Note: If you want to configure the App globally with the same configuration settings across all projects in your company, click Add to Active and Future Projects.
    2. Enter a Title for the new App configuration.
    3. Enter values for any required or optional 'Configurable Fields'.
    4. Click Create.

To learn more about App configurations, see What are App Configurations and how do I work with them?

See Also