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How can I configure SSO in a sandbox environment for testing before implementing SSO in my Procore company account?

Background

If your company already has access to a Procore Monthly Sandbox Environment, you may prefer to test Single Sign-On (SSO) configurations there before you configure SSO in your active Procore company account. This kind of testing is not required and is not explicitly recommended by Procore, but for companies with Monthly Sandbox access it is an available option. This kind of testing is most useful to clients who are configuring a "custom" SSO integration (e.g., configuring SSO using an Identity Provider or "IdP", for which Procore does not provide detailed instructions or additional resources). It is important to remember that a Procore Monthly Sandbox environment refreshes monthly at a programd cadence, which will clear any configuration data entered, so be sure to align your testing appropriately.

 Note
The Monthly Sandbox Environment is NOT equivalent to a Sandbox Test Project. A Sandbox Test Project resides in an active Procore company account, so it cannot be used as a separate environment for SSO configuration testing.

Answer

To configure SSO in a Procore Monthly Sandbox, you will follow the same instructions available for configuring SSO in an active Procore company. However, you will need to use attributes relevant to the environment in which you are testing. Those attributes for the Monthly Sandbox are:

When you have completed configurations in your Monthly Sandbox, please reach out to your Procore point of contact or Procore Support to request they enter the domain(s) you want to target for login via SSO. After they have entered those domains, you will be able to select the Enable Single Sign-On checkbox and select either the IdP-Initiated or an SP-Initiated (i.e., Procore-Initiated SSO) option.

 Note
To configure a "custom" SSO integration, Procore advises you follow the steps in Configure Google SSO for Procore as closely as possible.