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Tutorial: Microsoft Entra SSO integration with monday.com

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

  • Control in Microsoft Entra ID who has access to monday.com.
  • Enable your users to be automatically signed-in to monday.com 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.
  • monday.com single sign-on (SSO) 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 SSO in a test environment.

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

Configure and test Microsoft Entra SSO with monday.com 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 monday.com.

To configure and test Microsoft Entra SSO with monday.com, 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 monday.com SSO - to configure the single sign-on settings on application side.
    1. Create monday.com test user - to have a counterpart of B.Simon in monday.com 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 > monday.com > 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, if you have Service Provider metadata file and wish to configure in IDP initiated mode, perform the following steps:

    a. Click Upload metadata file.

    Upload metadata file

    b. Click on folder logo to select the metadata file and click Upload.

    choose metadata file

    c. After the metadata file is successfully uploaded, the Identifier and Reply URL values get auto populated in Basic SAML Configuration section.

    Note

    If the Identifier and Reply URL values do not get populated automatically, then fill in the values manually. The Identifier and the Reply URL are the same and value is in the following pattern: https://<YOUR_DOMAIN>.monday.com/saml/saml_callback

  6. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    In the Sign-on URL text box, type a URL using the following pattern: https://<YOUR_DOMAIN>.monday.com

    Note

    These values are not real. Update these values with the actual Identifier, Reply URL and Sign-On URL. Contact monday.com Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  7. monday.com application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

    Screenshot shows User Attributes & Claims with default values such as Givenname user.givenname and Emailaddress User.mail.

  8. In addition to above, monday.com application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirements.

    Name Source Attribute
    Email user.mail
    FirstName user.givenname
    LastName user.surname

  9. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  10. On the Set up monday.com section, copy the appropriate URL(s) based on 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 monday.com.

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

  1. In a different web browser window, sign in to your up monday.com company site as an administrator

  2. Go to the Profile on the top-right corner of page and click on Admin.

    Screenshot shows the Admin profile selected.

  3. Select Security and make sure to click on Open next to SAML.

    Screenshot shows the Security tab with the option to Open next to SAML.

  4. Fill in the details below from your IDP.

    Screenshot shows the SAML provider where you can enter information from your I D P.

    Note

    For more details refer this article.

Create monday.com test user

In this section, a user called B.Simon is created in monday.com. monday.com supports just-in-time provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in monday.com, a new one is created when you attempt to access monday.com.

Test SSO

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

SP initiated:

  • Click on Test this application, this will redirect to monday.com Sign on URL where you can initiate the login flow.

  • Go to monday.com Sign-on URL directly and initiate the login flow from there.

IDP initiated:

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

You can also use Microsoft My Apps to test the application in any mode. When you click the monday.com tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the monday.com 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 monday.com 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.