Edit

Tutorial: Microsoft Entra integration with ClickUp Productivity Platform

  • Article

In this tutorial, you'll learn how to integrate ClickUp Productivity Platform with Microsoft Entra ID. When you integrate ClickUp Productivity Platform with Microsoft Entra ID, you can:

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

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • ClickUp Productivity Platform single sign-on (SSO) enabled subscription.

Scenario description

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

  • ClickUp Productivity Platform supports SP initiated SSO.

To configure the integration of ClickUp Productivity Platform into Microsoft Entra ID, you need to add ClickUp Productivity Platform 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 ClickUp Productivity Platform in the search box.
  4. Select ClickUp Productivity Platform 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 ClickUp Productivity Platform

Configure and test Microsoft Entra SSO with ClickUp Productivity Platform 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 ClickUp Productivity Platform.

To configure and test Microsoft Entra SSO with ClickUp Productivity Platform, 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 ClickUp Productivity Platform SSO - to configure the single sign-on settings on application side.
    1. Create ClickUp Productivity Platform test user - to have a counterpart of B.Simon in ClickUp Productivity Platform 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 > ClickUp Productivity Platform > 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, perform the following steps:

    a. In the Sign on URL text box, type the URL: https://app.clickup.com/login/sso

    b. In the Identifier (Entity ID) text box, type a URL using the following pattern: https://api.clickup.com/v1/team/<team_id>/microsoft

    Note

    The Identifier value is not real. Update this value with the actual Identifier, which is explained later in this tutorial.

  6. On the Set up Single Sign-On with SAML page, In the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and save it on your computer.

    The Certificate download link

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 ClickUp Productivity Platform.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > ClickUp Productivity Platform.
  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 ClickUp Productivity Platform SSO

  1. In a different web browser window, sign-on to your ClickUp Productivity Platform tenant as an administrator.

  2. Click on the User profile, and then select Settings.

    Screenshot shows the ClickUp Productivity tenant with the Settings icon selected.

    Screenshot shows Settings.

  3. Select Microsoft, under Single Sign-On (SSO) Provider.

    Screenshot shows the Authentication pane with Microsoft selected.

  4. On the Configure Microsoft Single Sign On page, perform the following steps:

    Screenshot shows the Configure Microsoft Single Sign On page where you can copy the Entity I D and save the Azure Federation Metadata U R L.

    a. Click Copy to copy the Entity ID value and paste it into the Identifier (Entity ID) textbox in the Basic SAML Configuration section.

    b. In the Azure Federation Metadata URL textbox, paste the App Federation Metadata URL value, which you have copied and then click Save.

  5. To complete the setup, click Authenticate With Microsoft to complete setup and authenticate with microsoft account.

    Screenshot shows the Authenticate with Microsoft to complete setup button.

Create ClickUp Productivity Platform test user

  1. In a different web browser window, sign-on to your ClickUp Productivity Platform tenant as an administrator.

  2. Click on the User profile, and then select People.

    Screenshot shows the ClickUp Productivity tenant.

    Screenshot shows the People link selected.

  3. Enter the email address of the user in the textbox and click Invite.

    Screenshot shows Team Users Settings where you can invite people by email.

    Note

    The user will receive the notification and must accept the invitation to activate the account.

Test SSO

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

  • Click on Test this application, this will redirect to ClickUp Productivity Platform Sign-on URL where you can initiate the login flow.

  • Go to ClickUp Productivity Platform Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the ClickUp Productivity Platform tile in the My Apps, this will redirect to ClickUp Productivity Platform Sign-on URL. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure ClickUp Productivity Platform 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.