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Integrate with Whimsical

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. Automatically provision, update and deprovision users and groups in Whimsical from JumpCloud using the Identity Management (SCIM) integration. Leverage this integration to centralize user lifecycle, user identity, and group management in JumpCloud for Whimsical. Save time and avoid mistakes, as well as potential security risks, related to manually creating users.

Read this article to learn how to setup the Whimsical integration.

Prerequisites

  • A JumpCloud administrator account.
  • JumpCloud SSO Package or higher or SSO add-on feature.
  • A Whimsical user account with administrator permissions and your Tenant ID.
  • SSO/SCIM is only available for accounts on an Org Plan.

Important Considerations

  • To use SCIM, SAML has to be enabled and correctly configured.
  • Currently support group configurations for editor and viewer roles in Whimsical. There is no support for setting the admin role via SCIM, you need to do this manually in Whimsical.
  • After user creation, given name and family name fields can only be updated by the users themselves in Whimsical.
  • Provisioned users will receive an activation email and will have to log in through SAML to appear in your workspace in Whimsical.
  • If the editor role is set to undefined, the user will be provisioned with the default role enabled in the Whimsical workspace.
  • If you disable SAML in your Whimsical settings, SCIM will also be disabled. After reenabling SAML and SCIM, you will have to import all users into JumpCloud.
  • Once SCIM is enabled, please make any user role changes directly from JumpCloud since JumpCloud will overwrite the choices made within the Whimsical app.
  • If you need to update your token, you must deactivate the IdM integration, update the token, and then reactivate the IdM integration.
  • You do not need to assign any attribute mappings to the editor group attribute under the Provisioning tab. It is mapped through Group assignments. You can leave this blank, showing “Not mapped”.

Attribute Considerations

  • A default set of attributes are managed for users. See the Attribute Mappings section for more details.

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.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Click Save Application.
  2. 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. In the ACS URL field, replace <YOUR_ID> with your Whimsical ID.
  4. Click save.

Download the JumpCloud metadata file

  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 Export Metadata.
  3. The JumpCloud-<applicationname>-metadata.xml will be exported to your local Downloads folder.

Tip:

Metadata can also be downloaded from the Configured Applications list. Search for and select the application in the list and then click Export Metadata in the top right corner of the window.

To configure Whimsical

  1. Log in to your Whimsical administrator account.
  2. Select the drop down menu in the top left corner. 
  3. Select Workspace Settings.
  4. To enable SAML single sign on, click the toggle in SAML single sign on.
  5. For Identity Provider, select JumpCloud. 
  6. Click Select File to upload the JumpCloud metadata file you downloaded in the previous section.
  7. Click Save. 

Using JIT Provisioning

Additional attributes are required to use JIT provisioning. JIT required attributes are prepopulated and are on by default to enable JIT provisioning. You can’t edit the JIT required service provider attributes. You can customize the JumpCloud attribute name and the constant value for JIT required attributes. Toggle off the attributes to opt out of sending the attributes in the SAML assertion

To complete the provisioning process

  1. Authorize a user’s access to the application in JumpCloud.  
  2. Have the user log in to the application using SSO. The SAML assertion passes from JumpCloud to the service provider, and gives the service provider the information it needs to create the user account.

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.

Configuring the Identity Management Integration

To configure Whimsical

  1. In Whimsical, navigate to Workspace Settings.
  2. Toggle on SCIM provisioning and click REVEAL to show the API token.
  3. Copy the API token for the next section.

Warning:

The Client ID and Secret (token) may only be shown once. Copy them to a secure location, like the JumpCloud Password Manager, for future reference.

To configure JumpCloud

  1. Browse to and select Whimsical from the Configured Applications list.
  2. Select the Identity Management tab.
  3. Select the Enable management of User Groups and Group Membership in this application checkbox if you want to provision, manage, and sync groups in Amplitude from JumpCloud.
  4. Click Configure.
  5. You’re presented with two fields:
    • *Base URL: Enter the SCIM Endpoint: https://whimsical.com/public-api/scim-v2/{YOUR_TENANT_ID}
    • Token Key: Paste the API token you generated when configuring Whimsical.
  6. Click Activate. 
  7. You will receive a confirmation that the Identity Management integration has been successfully verified.
  8. Click save.

Attribute Mappings

The following table lists attributes that JumpCloud sends to the application. See Attribute Considerations for more information regarding attribute mapping considerations. 

Learn about JumpCloud Properties and how they work with system users in our API. 

Whimsical User Attributes

JumpCloud Property JumpCloud UI SCIM v2 Mapping Whimsical Value
username Username userName Email address
firstname First Name name.givenName First name
lastname Last Name name.familyName Last name
email Company Email emails: value Email

Group Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Application Value
name Name displayName Name

Group Management Considerations

Enabling Group Management

You must select the Enable management of User Groups and Group Membership in this application option to manage groups and group membership in the application from JumpCloud.

Group Provisioning and Syncing 
  • Empty groups are not created.
  • JumpCloud takes over management of existing groups in the application when the user group name in JumpCloud matches the name of the group in the application.
  • All user groups associated with the application in JumpCloud are synced. Syncing occurs whenever there is a membership or group change event.
  • Group renaming is supported.
  • If a user group is disassociated from the application in JumpCloud, syncing immediately stops and the group is left as-is in the application. All members of that user group are deactivated in the application unless they are associated with another active application group that is managed from JumpCloud.
Group Deletion
  • Managed groups deleted in JumpCloud are deleted in the application.
  • All members of the deleted group are deactivated in the application, unless they are associated with another active application group that is managed from JumpCloud.
Disabling Group Management
  • You can disable group and group membership management by unchecking the Enable management of User Groups and Group Membership in this application option.
  • The managed groups and group membership are left as-is in the application.
  • JumpCloud stops sending group membership information for the user, but the user’s identity will continue to be managed from JumpCloud.

Importing Users

This functionality is helpful if users have already been created in the application but have not been created in JumpCloud.

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application and click to open its configuration panel. 
  4. Select the Identity Management tab.
  5. Click manual import.
  6. Select the users you want to create in JumpCloud from the application from the list of users that appear. Users in the list have two import statuses:
    • New – user has not been imported.
    • Imported – user has been imported and has an account in JumpCloud.

Tip: Try using the New Users-only filter when selecting users to import. This will move all of your new users to the top of the list, making them easier to identify and select.

  1. Click import.
    • If you are importing less than 100 users, your import results will display in real time and you can continue onboarding your users. 
    • If you have more than 100 users being imported, JumpCloud will send you an email when your import is complete.
  1. You can now connect and grant users access to all their JumpCloud resources. Learn more in the Authorize Users to an Application and Connecting Users to Resources articles.

Warning: Imported users must be members of a user group bound to an application for JumpCloud to manage their identity in, and access to, the application.

SCIM Directory Insights Events

The following Directory Insights (DI) events provide visibility into failures and detailed information about the user and group data being added or updated from HR or other external solutions to JumpCloud.

Note:

Customers with no package or the Device Management Package will need to add the Directory Insights à la carte option. Directory Insights is included in all other packages.

SCIM DI Integration Events

Event Name Event Description
idm_integration_activate Logged when an IT admin attempts to activated new SCIM Identity Management integration.
idm_integration_update Logged when an IT admin attempts to update a configured and activated SCIM Identity Management integration.
idm_integration_reauth Logged when an IT admin attempts to change the credentials for an activated SCIM Identity Management integration.
idm_integration_delete Logged when an IT admin attempts to deactivate an activated SCIM Identity Management integration.

SCIM DI User Events

Event Name Event Description
user_create_provision Logged when JumpCloud tries to create a new user in service provider application.
user_update_provision Logged when JumpCloud tries to update an existing user in service provider application.
user_deprovision Logged when JumpCloud tries to change an existing user to inactive in the service provider application.
user_delete_provision Logged when JumpCloud tries to delete an existing user in service provider application.
user_lookup_provision Logged when JumpCloud encounters an issue when trying to lookup a user to determine if the user needs to be created or updated.

SCIM DI Group Events

Event Name Event Description
group_create_provision Logged when JumpCloud tries to create a new group in service provider application.
group_update_provision Logged when JumpCloud tries to update an existing group in service provider application.
group_delete_provision Logged when JumpCloud tries to delete an existing group in service provider application.

Removing the Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the IdM 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. Under the company name and logo on the left hand panel, click the Deactivate IdM connection link.
  5. Click confirm. 
  6. If successful, you will receive a confirmation message.

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 or Deactivate Bookmark. 
  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.
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