Integrate with ClickUp

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials.

Read this article to learn how to integrate with ClickUp. 

Prerequisites

• A JumpCloud administrator account
• JumpCloud SSO Package or higher or SSO à la carte option
• A ClickUp Admin account and Enterprise Plan
• Your ClickUp ID

Important Considerations

• If a newly invited user is creating a brand new ClickUp account, they will set a password for their ClickUp account before accepting the Workspace invitation and setting up SSO using SAML.
• Once the user completes the sign-in with SAML, their ClickUp account will be linked with their user account from JumpCloud.
• If SAML is not required for all users, users who want to use SSO will have to manually link their account.

Creating a new JumpCloud Application Integration

1. Log in to the JumpCloud Admin Portal.
2. Navigate to USER AUTHENTICATION > SSO Applications.
3. Click + Add New Application.
4. Type the name of the application in the Search field and select it.
5. Click Next.
6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

7. Click Save Application.
8. If successful, click:
   • Configure Application and go to the next section.
   • Close to configure your new application at a later time.

Configuring the SSO Integration

To configure JumpCloud

1. Create a new application or select it from the Configured Applications list.
2. Select the SSO tab.
3. Replace any instances of YOUR_ID with your ClickUp ID.
4. Add or change any desired attributes.
5. Click save.

Download the certificate

1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
2. Select the SSO tab and click IDP Certificate Valid > Download certificate.

To configure ClickUp

1. Login to your ClickUp workspace and navigate to Security & Permissions > Single Sign-On (SSO) Provider.
2. Select SAML.
3. Under Configure SAML Sign Single Sign on:
   • Audience URI (SP Entity ID) – ensure this matches the JumpCloud SP Entity ID.
   • Single Sign On URL (ACS URL) – ensure this matches the JumpCloud ACS URL.
   • Issuer URI – enter the JumpCloud IdP Entity ID.
   • Login URL – enter the the JumpCloud IDP URL.
   • IDP Public Certificate – copy and paste the certificate downloaded in the previous section.
4. Click Save metadata.
5. Click on My Settings under your user profile settings and scroll all the way to the bottom of the page.
6. If the first-time login process was successful, you should see that your ClickUp user profile is now linked to your IDP.
7. You can use the Unlink and Re-link buttons to change which account from your IDP is associated with your ClickUp account.
8. Optionally, to make SSO required for all users:
   • Navigate to Security & Permissions > Login Policy.
   • Select All users must use SAML auth.

To manually link user accounts to SSO

1. When the user is logged in, click the account avatar.
2. Click My Settings and scroll to the bottom of the page.
3. Click Link next to the SAML provider listed under Single Sign On.
4. Sign in to your JumpCloud user account as prompted.
5. The user can now use SSO to sign into ClickUp.

Authorizing User SSO Access

Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration panel or from the Groups Configuration panel. 

To authorize user access from the Application Configuration panel

1. Log in to the JumpCloud Admin Portal.
2. Go to USER AUTHENTICATION > SSO Applications, then select the application to which you want to authorize user access.
3. Select the User Groups tab. If you need to create a new group of users, see Get Started: User Groups.
4. Select the check box next to the group of users you want to give access.
5. Click save. 

To learn how to authorize user access from the Groups Configuration panel, see Authorize Users to an SSO Application.

Validating SSO authentication workflow(s)

IdP Initiated

• Access the JumpCloud User Console.
• Select the application’s tile.
• The application will launch and login the user.

SP Initiated

• Navigate to your Service Provider application URL.
• You will be redirected to log in to the JumpCloud User Portal.
• The browser will be redirected back to the application and be automatically logged in.

Removing the SSO Integration

To deactivate the SSO Integration

1. Log in to the JumpCloud Admin Portal.
2. Go to USER AUTHENTICATION > SSO Applications.
3. Search for the application that you’d like to deactivate and click to open its details panel. 
4. Select the SSO tab.
5. Scroll to the bottom of the configuration.
6. Click Deactivate SSO. 
7. Click save. 
8. If successful, you will receive a confirmation message.

To delete the application

1. Log in to the JumpCloud Admin Portal.
2. Go to USER AUTHENTICATION > SSO Applications.
3. Search for the application that you’d like to delete.
4. Check the box next to the application to select it.
5. Click Delete.
6. Enter the number of the applications you are deleting
7. Click Delete Application.
8. If successful, you will see an application deletion confirmation notification.