Configure Procore SSO for Single sign-on with Microsoft Entra ID

In this article, you 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

The scenario outlined in this article assumes that you already have the following prerequisites:

• A Microsoft Entra user account with an active subscription. If you don't already have one, you can Create an account for free.
• One of the following roles:
  • Application Administrator
  • Cloud Application Administrator
  • Application Owner.

• 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 article, you configure and test Microsoft Entra single sign-on in a test environment.

• Procore SSO supports IDP initiated SSO.

Add Procore SSO from the gallery

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 Entra ID > Enterprise apps > 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, and 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's 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 Entra ID > Enterprise apps > 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, select the pencil icon for Basic SAML Configuration to edit the settings.

   

5. On the Basic SAML Configuration section, the user doesn't 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, select Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

   

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

   

Create and assign Microsoft Entra test user

Follow the guidelines in the create and assign a user account quickstart to create a test user account called B.Simon.

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, select Admin to open the SSO settings page.

   

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

   

   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. Select Save Changes.

5. After these settings, you needs to send the domain name (suh as contoso.com) through which you're 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, select Directory to open the company directory page.

   

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

   

   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. Select Create.

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

   

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

   

Test SSO

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

• Select 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 select 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.

Related content

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.