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04. Create Procore Credentials

 

HingePoint Sync service uses Procore Service Account to configure webhooks for all projects and sync content from different systems (Windows and SharePoint) to Procore.

The articles from below described how to create and assign permissions for Procore Service Account.

Create Service Account in the Procore Organization

The article from below described how to create Procore Service Account https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-service-account

1. Open your Procore Company (https://app.procore.com/) and select Admin in Company Tools:

 

2. Select Service Account in the right navigation pane:

 

3. Select New:

 

4. Select Custom and fill the name for Service Account (HingePoint-Sync). Select Create:

 

5. Service Account created:


Note: Please save ClientID and Client Secret in the secure password storage. You cannot find the Client Secret after you create the app only by regenerating a new Secret.

 

Create Permissions template

1. Open your Procore Company (https://app.procore.com/) and select Permissions in Company Tools:

 

2. Select Project Permissions Template and Select Project (Global) – Assignable to All Projects:

 

3. Specify the name for permissions template and select Confirm:

 

4. Select permissions from the screenshot (all other permissions can be left):

 

5. Select Save:

 

6. Select Manage Assignable Templates tab and select our template. Select Save:

 

Assign Permissions Template for Service Account

1. Open your Procore Company (https://app.procore.com/) and select Permissions in Company Tools:

 

2. On the User Permissions tab select our Service Account created in the topic above and select Assign Default Project Permissions:

 

3. Select Assign for template that was created in topic above:

 

4. Select Confirm:

 

Assign permissions for Service Account in the Procore.

The articles from below described how to assign permissions for Procore Service Account https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/configure-service-account-permissions

1. Open your Procore Company (https://app.procore.com/) and select Directory in Company Tools:

 

2. Find Service Account that was created in the previous topic and select Edit:

 

3. Provide access to new projects if you plan sync new projects:

 

4. Add all current projects to the access list or add only those projects that plan to sync:

 

5. Select Save:

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