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Procore

Configure Custom SSO for Procore

 Note

If your organization is using the Portfolio Financials and Capital Planning products in Procore, you will need to reach out to your Procore point of contact or the Support team to set up SSO.

Objective

To configure Single Sign-On (SSO) for Procore using an Identity Provider (IdP) for which detailed instructions or additional resources are not offered by Procore. Procore can support SSO with any IdP that is SAML 2.0 based.

Background

To assist you with understanding the terms discussed below, here are some definitions:

  • Identity Provider (IdP). This is the service that verifies the identity of your end users (e.g., Okta, OneLogin, or Microsoft Azure AD).
  • Issuer URL (Entity ID). A unique string that identifies the provider issuing a SAML request. 
  • SAML. Short for Security Assertion Markup Language.
  • Service Provider (SP). Procore
  • Target URL. The IdP URL that will receive SAML requests from Procore.
  • X.509 Certificate. This is an encrypted digital certificate that contains the required values that allow the SSO service to verify the identities of your users.

The following configurations are supported with SSO:

  • Service Provider Initiated (SP-initiated) SSO. Referred to as Procore-initiated SSO, this option gives your end users the ability to sign in from the Procore Login page, and then redirects users to the login page for your IdP. Once the IdP authenticates the user's identity, the user is redirected back to and logged into Procore. 
    OR
  • Identity Provider Initiated (IdP-initiated) SSO. With this option, your end users can first log into your IdP and select a Procore application tile to log into and open the Procore web application. If IdP-initiated SSO is configured, end users may also log into Procore directly using a conventional username and password.

Things to Consider

  • Required User Permissions:
    • To add Procore as a custom SAML application in your IdP tenant:
      •  Access to an administrator account.
    • To configure SSO in Procore:
      • 'Admin' level permissions on the Company level Admin tool.

Steps

Add Procore as a Custom SAML Application in your IdP Tenant

See your IdP's documentation for more information on the steps below.

  1. Open a blank document on your computer.
  2. Copy the SSO URL from your IdP and paste it into your blank document.
  3. Copy the Entity ID from your IdP and paste it into your blank document.
  4. Download the X.509 Certificate from your IdP.
  5. Open the X.509 Certificate and copy the text between Begin Certificate and End Certificate.
    • Note: Depending on your IdP, the certificate generated may have a different marker to indicate the beginning and end of the certificate data. In any case, do not copy the markers. Only copy the certificate data between them.
  6. Paste the X.509 Certificate text into your blank document.
  7. Complete the following in your IdP:
    • ACS URL: https://login.procore.com/saml/consume
    • Entity ID: https://login.procore.com/
       Optional - Unique Entity ID

      When configuring SSO for a single Procore instance, you should NOT check this box.

      If your company licenses more than one Procore instance, and you want to configure unique Procore enterprise applications within your IdP tenant for each instance, you can by enabling Unique Entity ID. If enabled, you are still limited to one (1) enterprise application per Procore company instance.

      Important: SSO for Procore targets users by email domain. An email domain can only be targeted once in all of Procore, so if you're considering setting up SSO with Unique Entity IDs across multiple Procore instances, remember that you can only target an email domain once, in a single instance.

      To generate a Unique Entity ID for an enterprise application, check the Enable Unique Entity ID box in the Procore Admin tool's SSO configuration page for the Procore instance you want to specify on an enterprise application. Checking this box will generate a unique Entity ID URL in the field below, which you will then copy and paste into the appropriate Entity ID field in your IdP's configuration page.

      Notes: You must save your configuration with the box checked to generate the Unique Entity ID. Enabling this feature does not impact user membership or access to a given instance. Access to a company in Procore is determined by a user's presence in the Directory tool, and their configured permissions within Procore. Auto-provisioning with SSO is not supported at this time.

      sso-unique-entity-id.png

    • Start URL: Leave this field blank.
    • Certificate: Copy and paste the Certificate text from your blank document.
    • Signed Response: Mark this checkbox.
    • Name ID: Select Basic Information in the first drop-down menu and Primary Email in the second drop-down menu.
    • Name ID Format: Select EMAIL in the drop-down menu.

Configure SSO in Procore

  1. Navigate to the Company level Admin tool in Procore.
  2. Under Company Settings, click Single Sign On Configuration.
  3. Complete the following:
    • Enter the Entity ID from your IdP in the Single Sign-On Issuer URL field.
    • Enter the SSO URL from your IdP in the Single Sign-On Target URL field.
    • Enter the Certificate text in the Single Sign-On X.509 Certificate field.
  4. Click Save Changes.
  5. Reach out to Procore Support or your company's Procore point of contact to request to configure the email domain you'd like to target for login via SSO.
  6. After you receive confirmation that the approproate domain(s) have been entered and your SSO configuration is ready, mark the Enable Single Sign On checkbox on the 'Single Sign On Configuration' page.
  7. Select the Allow Password Login option (e.g., IdP-initiated flow).
    OR
    Select the Service Provider Forward option (e.g., SP-initiated flow).
  8. Click Save Changes.
    • Note: Upon saving your final configuration, SSO will become active for your end users. Enabling SSO will not interrupt any user sessions or force logout. The next time a user logs in to Procore, they will sign in using the selected method (IdP-intiiated or SP-initiated).