Configure Single Sign-On in the Company Admin Tool

Objective

To configure Single Sign On (SSO) in the Company level Admin tool.

Background

Procore supports SP-initiated and IdP-initiated SSO with Okta, OneLogin and Microsoft Azure AD. See What is the difference between SP- and IdP-Initiated SSO? Procore also supports SSO with other service providers that are SAML 2.0 and SHA 256 compliant.

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.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
Additional Information:
- Please contact your SSO service provider if you need assistance locating the Issuer URL, Target URL, and x509 Certificate.

Prerequisites

Configure the Procore application in your identity provider's SSO software or solution.
Obtain the required SSO Settings from your identity provider's SSO software or solution.

Steps

Navigate to the Company level Admin tool.
Under 'Company Settings,' click Single Sign On Configuration.
Note: The data you enter on the page below is always obtained from the issuer (e.g. Okta, OneLogin, or Microsoft Azure AD).
Tip

See the links below for more detailed instructions about configuring SSO with Okta, OneLogin, Azure Active Directory and Google.
Enter the Single Sign On Issuer URL. This is commonly referred to as the issuer and is a unique URL that identifies the provider issuing a SAML request.
Enter the Single Sign On Target URL. This is the URL that will receive SAML requests from the provider.
Enter the Single Sign On x509 Certificate. This is the encrypted digital certificate information.
Click Save Changes.
Reach out to Procore Support or your company's Procore point of contact to request to target the email domains of users who will be authenticating through SSO.
After you receive confirmation that the SSO configuration is ready, mark the Enable Single Sign On tickbox on the 'Single Sign On Configuration' page.
Click Save Changes.