Add a Permitted Project to a Data Connection App
Objective
To add a permitted project to a data connection application that utilises a Developer Managed Service Account (DMSA).
Background
Company administrators can manage the list of permitted projects for a data connection App. The App is only allowed to run in permitted projects using the permissions defined in the DMSA.
Things to Consider
- Required User Permissions:
- 'Admin' on the Company Admin tool.
Steps
- Log in to Procore and navigate to the Company Admin tool.
- In right side panel, select App Management under Company Settings.
- On the App Management page, locate the data connection App you want to add permitted projects to and click View.
- Click the Permissions tab.
- Select one or more projects in the permitted projects drop-down and click Add.
Add All New Projects as Permitted Projects
You can configure the Company Directory settings for the DMSA account so that all new projects created in the company will be added as permitted projects.
- Navigate to the Company Directory tool.
- Locate the directory user associated with the DMSA application, then click Edit.
- Scroll down to the Project Settings section and select the 'Add' option.
- Scroll to the bottom of the page and click Save.
Add Existing Current Projects as Permitted Projects
You can configure the Company Directory settings for the DMSA account so that one or more existing current projects in the company will be added as permitted projects.
- Navigate to the Company Directory tool.
- Locate the directory user associated with the DMSA application, then click Edit.
- Scroll down to the Current Project Settings section and click Add All to add all existing current projects as permitted projects or click Add for one or more individual projects as needed.
- Scroll to the bottom of the page and click Save.