Add, Modify, or Delete a Service Account

Background

Services Accounts allow you to support integrations that require the Client Credentials grant flow as defined in the IETF OAuth 2.0 Framework Specification. In this scenario, applications need a way to retrieve an OAuth 2.0 access token outside the context of any specific Procore user. OAuth 2.0 provides the Client Credentials grant type for this purpose. A unique client_id and client_secret is generated when a new Service Account is created. For information on implementing the Client Credentials grant flow in an application, see OAuth 2.0 Using Client Credentials on our Developer Portal.

Things to Consider

Required User Permissions:

• 'Admin' level permissions on the company's Admin tool.

Note that all new Service Accounts are created with default (read-only) permissions. You must manually configure additional permissions for all new Service Accounts you create. See Configure Service Accounts for additional information.

Add a New Service Account

Use the following steps to add a new Service Account.

1. Log in to Procore and navigate to the Company Admin tool.
2. Under "Administrative Settings," click Service Accounts.
3. On the Service Accounts page, click +New.
4. Enter a Name for your new Service Account and click Create. The client_id and client_secret for the Service Account are generated and are available for use in making calls to the Procore API /oauth/token endpoint.
5. (Optional) Configure company level permissions for the Service Account. The Service Account has default (read-only) permissions at the company level when it it is first created.

Modify a Service Account

Use the following steps to modify an existing Service Account.

1. Log in to Procore and navigate to the Company Admin tool.
2. Under "Administrative Settings," click Service Accounts.
3. On the Service Accounts page, locate the account you want to modify and click Edit.
4. Modify the value in the Name field as needed and click Update. Your updated Service Account is saved.

Delete a Service Account

Use the following steps to delete an existing Service Account.

1. Log in to Procore and navigate to the Company Admin tool.
2. Under "Administrative Settings," click Service Accounts.
3. On the Service Accounts page, locate the account you want to delete and click View.
4. Click Delete. You will be prompted for confirmation. Click OK.