This article will help you prepare your Procore instance for QuoteToMe integration.

  • This Project Permissions template is a prerequisite for the QuoteToMe integration in Procore.
  • The Project Permissions template will allow the QuoteToMe Procore app to access your project based on the permissions you enable.

 

Requirements: 

  • Your Procore account - login here.
  • In Procore: 'Admin' level permissions on the company's Directory tool.



How to create a Project Permissions template


  1. In Procore, navigate to your company's Permissions page.
    Top menu > Company Tools > Permissions  

  2. Click the Project Permissions Templates tab. 

  3. Click the Create Project Permissions Template button (top right) and select Project (Global) - Assignable to All Projects 

  4. Name the template QuoteToMe Integration.
    Or another name - ensure it will easily allow yourself and others to identify this as the template for QuoteToMe.  

  5. Click Confirm to create the new template.
     

  6. Grant the following permissions:
        

    • Directory - Admin

      • This will automatically apply Admin to all permission tools  

  7. Scroll to the top of the table, and click Save.

 
 

Now that your template is created, we can install and configure the QuoteToMe app within Procore!

  

Next step

Set Up Procore - Step 2: Install the QuoteToMe app in Procore

  

Related articles 

Service Account: Configuration Options

 
Also see: Procore's Accounting Method article 


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