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Superuser: Create a Spectrum Microservice Account In Procore

This is a DRAFT. Customer Success/Support should work with the ERP Integrations team during the release. 

Objective

To create a dedicated user account in Procore for the Spectrum® Construction Software Microservice.

Background

To give the Spectrum Microservice the ability to perform actions in Procore, you must create a dedicated user account for it. This account gives the microservice the appropriate permissions to perform the actions it requires to complete data exchanges between Procore and Spectrum. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission to the company's Directory tool to add an account
    • 'Admin' level permission to the project's Directory tool to add an account
  • The service account must be granted 'Admin' permissions in Procore in order to manage the transfer of data between Procore and Spectrum. 

Steps

Create a Spectrum Microservice Account in Procore

  1. Navigate to the company's Directory tool. 
  2. Click Add Person
  3. Enter profile information for the microservice:
    • First Name. Enter a name to identify the microservice (e.g., Spectrum).
    • Last Name. Enter a name to identify the microservice (e.g., Microservice). 
    • Email Address. Enter a valid email address for the account (Note: You must create a dedicated, fully-qualified email address on your company's domain for this account). 
    • Permission Template. Select 'Apply Permission Template Later' from the drop-down list. 
  4. Click Create.
  5. Grant the following privileges to the microservice account:
    • Mark the Can Push to Accounting checkbox. 
    • Mark the Subscribe to ERP Digest Emails check box. 
  6. Under the 'Login Information' area, enter the account's new password in the Password box. Below are the minimum password requirements:
    • Must be at least 8 characters
    • Must contain at least one upper case character
    • Must contain at least one lower case character
    • Must contain at least one numeric character
    • Must contain at least one of the following special characters (! @ # $ % ^ & * ( ) - _ = + ` ~ ' " , < . > / ? [ { ] } \ | ; :)
    Important! Be sure to keep the Email Address and Password in a secure location. You will need to provide this information to the company's administrator later. 
  7. Under the 'ERP Permissions' area, mark the Can Import and Can Export checkbox for all the listed Sync Types:
    • Vendor.
    • Budget.
    • Job.
    • Sub Job.
    • Commitment.
    • Change Order.
  8. Under the 'Company Permissions' area, ensure that the account is granted 'Admin' level permissions to all company tools. 
  9. Click Save.

Add the Company to the Spectrum Microservice

TBD

 

Next Steps

  • TBD

See Also

  • TBD
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Last modified
16:19, 27 Feb 2017

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