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Procore Support (en-au)

Install an App from the App Marketplace

Objective

To install on App in a company from the Procore App Marketplace.

Background

As a company administrator, you have the ability to install an App from the Procore App Marketplace in a company in Procore. You can install an App while you are in Procore or install one directly from the App Marketplace.

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions on the company's Directory tool.

Steps

Installing an App from Procore

  1. Navigate to the company's Admin tool.
  2. Under "Administrative Settings", click App Management.
  3. Click Install App and choose Install App from Marketplace
    Your browser is redirected to the Procore App Marketplace.
    install-app-button.png
  4. Navigate to and click the tile for the App you want to install.
  5. Click Install App.
  6. Click Install to confirm your selection.
  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?

Installing an App Directly from the App Marketplace

  1. Navigate to the Procore App Marketplace.
  2. Click Log In. Enter your Procore credentials and click Log In again.
    If you are a Company Admin in more than one company, you will be prompted to select the company you want to install the App in.
  3. Navigate to and click the tile for the App you want to install.
  4. Click Install App.
  5. Click Install to confirm your selection.
  6. 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 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 the App to be configured 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?

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