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

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 Workspace owner or admin account and Enterprise Plan
  • Your ClickUp ID

Important Considerations

  • SSO is required to use SCIM
  • 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.
  • ClickUp SCIM supports:
    • Push new users
    • Push user deactivation
    • Reactivation of users.
  • SCIM Groups are not supported

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. Optionally, expand Advanced Settings to specify a value for the SSO IdP URL. If no value is entered, it will default to https://sso.jumpcloud.com/saml2/<applicationname>.

Warning:

The SSO IdP URL is not editable after the application is created. You will have to delete and recreate the connector if you need to edit this field at a later time.

  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. 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.

Tip:

The certificate.pem will download to your local Downloads folder.

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.
  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

Configuring the Identity Management Integration

To configure ClickUp

  1. After SSO has been enabled, you’ll see a SCIM Base URL and SCIM API Token.
  2. Copy these for the JumpCloud configuration.

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. Create a new application or select it from the Configured Applications list.
  2. Select the Identity Management tab.
  3. Click Configure.
  4. You’re presented with two fields:
    • Base URL: Paste the SCIM Endpoint you copied when configuring ClickUp. (e.g., https://api.clickup.com/v2/scim/team/{tenantid})
    • Token Key: Paste the SCIM API Token you generated when configuring ClickUp.
  5. Click Activate.
  6. You will receive a confirmation that the Identity Management integration has been successfully verified.
  7. You can now connect user groups to the application in JumpCloud to provision the members of that group in ClickUp. Learn how to Authorize Users to an Application.

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. 

ClickUp User Attributes

JumpCloud Property JumpCloud UI SCIM v2 Mapping Clickup Value
username Username userName Username
active Status active active
email Company Email emails: value Email

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.

If SCIM Groups are supported:

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 or Bookmark

  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 or Bookmark 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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