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Item |
Details |
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|---|---|---|
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Pre-check |
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Name ID |
〇 |
Email address |
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Custom attribute Note: For instructions on setting up a custom attribute, see here |
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SP-Side Configuration |
〇 |
Configured by the administrator |
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Request the SP to configure this |
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Provisioning |
Supports provisioning via API (account management possible in TrustLogin) |
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Supports SAML JIT provisioning (account management possible in TrustLogin; user deletion not possible) |
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|
〇 |
None (accounts are created individually in each system) |
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Access Method |
〇 |
SP-Initiated SSO |
|
〇 |
IdP-Initiated SSO |
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Device Compatibility |
〇 |
PC - Browser |
|
〇 |
PC - Desktop App |
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|
※ |
iOS - Standard Browser (Safari) |
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|
※ |
iOS - TrustLogin Mobile App Internal Browser |
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|
〇 |
iOS - Native App |
|
|
※ |
Android - Standard Browser (Chrome) |
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|
※ |
Android - TrustLogin Mobile App Internal Browser |
|
|
〇 |
Android - Native App |
|
※On the standard browser and the TrustLogin mobile app's internal browser, an app download screen will be displayed. Clicking "Continue on web anyway" allows you to use the browser, but you will be asked to log in again. Once you return to the TrustLogin mobile app and click the app again, you will be able to log in via SAML.
※If you are using client authentication, SSO is not available on the iOS or Android native apps.
TrustLogin Admin Page Settings
- Log in to TrustLogin, open the "Admin Page > App" menu, and click the "Register App" button in the upper right of the screen.
- Search on the "Register Corporate App" screen and select "ClickUp (SAML)."
- Make a note of the value of "IdP URL" under "Identity Provider Information," and download the certificate using the "Get Certificate" button.
Now, let's move on to the settings on the ClickUp side.
Do not click the "Register" button yet — open ClickUp in a separate window.
ClickUp Settings
- Log in to ClickUp, click the workspace name, and open "Settings."
- Open "Security&Permissions," and select "SAML" for "Single sign-on (SSO) ".
- Click "Continue."
- Configure "Configure SAML Single Sign On" as follows, then save the settings with "Save metadata."
Audience URI (SP Entity ID) Copy this and keep it on hand Single sign on URL (ACS URL) Copy this and keep it on hand Login URL The "IdP URL" you noted down from TrustLogin IDP Public Certificate Paste the contents of the "certificate" you noted down from TrustLogin
Now, let's go back to the TrustLogin Admin Page.
TrustLogin Admin Page Settings (continued)
- Configure the "Service Provider Settings" as follows.
Entity ID The "Audience URI (SP Entity ID)" you noted down from ClickUp ACS URL to the Service The "Single sign on URL (ACS URL)" you noted down from ClickUp
- Save by clicking the "Register" button.
- Add the user currently performing the SAML configuration to the "ClickUp (SAML)" app. From "Admin Page > App," search for the "ClickUp (SAML)" app, then add the user using "Add Member."
ClickUp Settings (continued)
- Click "Authenticate with SAML to complete setup."
- Once TrustLogin is successfully linked, "Login policy" will be displayed.
Select the option based on your company's policy.
・All users must use SAML auth: All users are required to use SAML authentication.
・All users except guests must use SAML auth: All users except guests are required to
use SAML authentication.
・Using SAML auth is optional: Both SAML authentication and password authentication can be used.
TrustLogin User Settings
① When a User Adds the App from My Page
- On "My Page," click the "Add App" button.
- On the "Register App" screen, select "ClickUp (SAML)," and click the "Next" button in the upper right of the screen.
- If you want to change the "Display Name," enter a new one, then click the "Register" button.
② When an Administrator Adds Members
- In the "Admin Page > App" menu, search for and click the "ClickUp (SAML)" app.
- Click "Add Member," select the users to add from the member list, and click the "Register" button to add them.