Manage App Install Requests

Objective

To effectively manage incoming requests for App installations from Procore users.

Background

An email notification system is in place that handles the management of incoming requests from users for App installations. Company administrators receive an email notification each time a user makes a request to install an App from the Procore Marketplace. If a company administrator decides to approve the request, they install the App on behalf of the user. Company administrators are also notified when a user attempts to install an App from the Marketplace or attempts to authorize and implicitly install a third-party integration while the Allow User Installs option is turned off.

App Install Request Workflow

Here is an overview of the workflow for receiving and responding to requests from users for App installs.

• A non-admin user logs in to the Procore Marketplace, discovers an App and submits a request to have it installed to the company account. The user can add notes to be included with the request.
• All company administrators on the logged in account receive an email from no-reply@procore.com with a Subject line with the format:

<<requestor_email>> requests installation of <<app name>>

eg: "joecontractor@example.com requests installation of Accounting Software Tools"

• A company administrator reviews the request and either approves the request and installs the App from the Marketplace or denies the request and notifies the user directly.

User Install Attempt Notifications

In addition to the standard App install request workflow, company administrators are also notified when a project user attempts to either install an App or grant access to a third-party integration when the Allow User Installs option is turned off for a company. This provides company administrators greater visibility into App installation activity in their company.