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Tutorial: Microsoft Entra integration with Procore SSO

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In this tutorial, you'll learn how to integrate Procore SSO with Microsoft Entra ID. When you integrate Procore SSO with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Procore SSO.
  • Enable your users to be automatically signed-in to Procore SSO with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To configure Microsoft Entra integration with Procore SSO, you need the following items:

  • A Microsoft Entra subscription. If you don't have a Microsoft Entra environment, you can get a free account.
  • Procore SSO single sign-on enabled subscription.

Note

This integration is also available to use from Microsoft Entra US Government Cloud environment. You can find this application in the Microsoft Entra US Government Cloud Application Gallery and configure it in the same way as you do from public cloud.

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

  • Procore SSO supports IDP initiated SSO.

To configure the integration of Procore SSO into Microsoft Entra ID, you need to add Procore SSO from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Procore SSO in the search box.
  4. Select Procore SSO from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Procore SSO

Configure and test Microsoft Entra SSO with Procore SSO using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Procore SSO.

To configure and test Microsoft Entra SSO with Procore SSO, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Procore SSO - to configure the single sign-on settings on application side.
    1. Create Procore SSO test user - to have a counterpart of B.Simon in Procore SSO that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Procore SSO > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, the user does not have to perform any step as the app is already pre-integrated with Azure.

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

    The Certificate download link

  7. On the Set up Procore SSO section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to Procore SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Procore SSO.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Procore SSO

  1. To configure single sign-on on Procore SSO side, sign in to your procore company site as an administrator.

  2. From the toolbox drop down, click on Admin to open the SSO settings page.

    Screenshot shows the Procore company site with Directory selected.

  3. Paste the values in the boxes as described below.

    Screenshot shows the Add a Person dialog box.

    a. In the Single Sign On Issuer URL text box, paste the value of Microsoft Entra Identifier which you copied previously.

    b. In the SAML Sign On Target URL box, paste the value of Login URL which you copied previously.

    c. Now open the Federation Metadata XML downloaded above and copy the certificate in the tag named X509Certificate. Paste the copied value into the Single Sign On x509 Certificate box.

  4. Click on Save Changes.

  5. After these settings, you needs to send the domain name (e.g contoso.com) through which you are logging into Procore to the Procore Support team and they will activate federated SSO for that domain.

Create Procore SSO test user

Please follow the below steps to create a Procore test user on Procore SSO side.

  1. Sign in to your procore company site as an administrator.

  2. From the toolbox drop down, click on Directory to open the company directory page.

    Screenshot shows the Procore company site with Directory selected from the toolbox.

  3. Click on Add a Person option to open the form and enter perform following options.

    Screenshot shows the Add a person to Boylan Construction where you can enter user information.

    a. In the First Name textbox, type user's first name like Britta.

    b. In the Last name textbox, type user's last name like Simon.

    c. In the Email Address textbox, type user's email address like BrittaSimon@contoso.com.

    d. Select Permission Template as Apply Permission Template Later.

    e. Click Create.

  4. Check and update the details for the newly added contact.

    Screenshot shows an edit page where you can verify the user settings.

  5. Click on Save and Send Invitation (if an invite through mail is required) or Save (Save directly) to complete the user registration.

    Screenshot shows the Current Project Settings where you can Save and Send Invitation.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, and you should be automatically signed in to the Procore SSO for which you set up the SSO.

  • You can use Microsoft My Apps. When you click the Procore SSO tile in the My Apps, you should be automatically signed in to the Procore SSO for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Procore SSO you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.