Monday.com

This guide explains how to set up Single Sign-On (SSO) between SmartLink and Monday.com using SAML 2.0 or OpenID Connect.

Prerequisites

• Monday.com Enterprise Plan
• Administrator access to Monday.com
• Verified email domain
• Application configured in SmartLink with SAML2 or OpenID Connect

Note: SSO is only available with the Monday.com Enterprise plan.

Configuration with SAML 2.0 (Recommended)

Configuration in SmartLink

1. Create the application

1. Log in to SmartLink as an administrator
2. Go to Applications → Add
3. Create a new application:
   • Name: Monday.com
   • URL: https://[your-account].monday.com
   • Description: Work management platform
   • Icon: Choose the Monday.com icon

2. Configure SAML2

1. In the Authentication tab
2. Select SAML2
3. Configure the following parameters:
   • Entity ID: https://[your-smartlink].link.vaultys.org/[appid]
   • ACS URL: https://[your-account].monday.com/saml2/acs
   • Format NameID: emailAddress
   • App ID: [appid] (automatically generated unique identifier)

3. Retrieve the metadata

Note the following URLs:

• IdP Metadata: https://[your-smartlink].link.vaultys.org/api/saml2/[appid]/metadata
• SSO URL: https://[your-smartlink].link.vaultys.org/api/saml2/sso/[appid]
• SLO URL: https://[your-smartlink].link.vaultys.org/api/saml2/slo/[appid]
• Entity ID: https://[your-smartlink].link.vaultys.org/[appid]
• X.509 Certificate: Download from SmartLink

Configuration in Monday.com

1. Access SSO settings

1. Log in to Monday.com as an administrator
2. Click on your avatar → Admin
3. In the menu: Security → Single Sign-On
4. Click on Set up SSO

2. Configure SAML

Select SAML and configure:

• SSO URL: https://[your-smartlink].link.vaultys.org/api/saml2/sso/[appid]
• Entity ID: https://[your-smartlink].link.vaultys.org/[appid]
• Certificate: Paste the X.509 certificate from SmartLink
• Sign Out URL: https://[your-smartlink].link.vaultys.org/api/saml2/slo/[appid]

3. Attribute Configuration

Monday Attribute	SAML Attribute	Required
Email	email	✅
First Name	firstName	✅
Last Name	lastName	✅
Title	title	❌
Team	department	❌

Configuration with OpenID Connect

Configuration in SmartLink

1. Configure OpenID Connect

1. In the Monday.com application
2. Authentication tab → OpenID Connect
3. Note:
   • Client ID: monday-xxxxxx
   • Client Secret: secret-xxxxxx
   • App ID: [appid]

2. Redirection URLs

Add:

https://[your-account].monday.com/auth/oidc/callback

Configuration in Monday.com

1. In Security → Single Sign-On
2. Select OpenID Connect
3. Configure:

• Discovery URL: https://[your-smartlink].link.vaultys.org/api/oidc/[appid]/.well-known/openid-configuration
• Client ID: monday-xxxxxx
• Client Secret: secret-xxxxxx
• Scopes: openid profile email groups

Workspace Configuration

Organizational Structure

workspaces:
  - name: "Marketing"
    default_role: "member"
    groups:
      - "smartlink-marketing"
    boards:
      - "Campaigns"
      - "Content Calendar"
      - "Social Media"
  
  - name: "Development"
    default_role: "member"
    groups:
      - "smartlink-developers"
    boards:
      - "Sprint Planning"
      - "Bug Tracking"
      - "Feature Requests"
  
  - name: "Management"
    default_role: "viewer"
    groups:
      - "smartlink-executives"
    boards:
      - "Company OKRs"
      - "Financial Reports"

Permissions and Roles

Role	Permissions
Owner	Full account control
Admin	User and settings management
Member	Content creation and editing
Viewer	Read-only access
Guest	Limited access to specific boards

SCIM Configuration

For automatic user synchronization:

{
  "scim_endpoint": "https://[your-account].monday.com/scim/v2",
  "scim_token": "Bearer xxxxxx",
  "provisioning": {
    "create_users": true,
    "update_users": true,
    "deactivate_users": true,
    "sync_groups": true
  }
}

Automations with SSO

Automatic Board Creation

// Automation to create boards based on groups
const mondaySDK = require('monday-sdk-js');
const monday = mondaySDK();

async function createBoardForGroup(groupName, userEmail) {
  const boardTemplate = {
    'smartlink-sales': 'sales-pipeline-template',
    'smartlink-marketing': 'marketing-campaign-template',
    'smartlink-dev': 'sprint-board-template'
  };
  
  if (boardTemplate[groupName]) {
    const board = await monday.api(`
      mutation {
        duplicate_board(
          board_id: ${boardTemplate[groupName]},
          board_name: "${groupName} Workspace",
          owner_ids: [${userEmail}]
        ) {
          id
        }
      }
    `);
    return board;
  }
}

Workflows based on authentication

automation:
  - trigger: "user_login_sso"
    conditions:
      - first_login: true
      - group: "smartlink-new-employees"
    actions:
      - create_board: "onboarding_template"
      - assign_to_team: "hr_team"
      - send_notification: "welcome_message"
      - add_to_board: "company_announcements"

Integration with Monday.com API

API Configuration with SSO

const fetch = require('node-fetch');

class MondayAPIClient {
  constructor(apiKey) {
    this.apiKey = apiKey;
    this.apiUrl = 'https://api.monday.com/v2';
  }
  
  async getUserBySSOEmail(email) {
    const query = `
      query {
        users(emails: ["${email}"]) {
          id
          name
          email
          teams {
            id
            name
          }
        }
      }
    `;
    
    const response = await fetch(this.apiUrl, {
      method: 'POST',
      headers: {
        'Content-Type': 'application/json',
        'Authorization': this.apiKey
      },
      body: JSON.stringify({ query })
    });
    
    return response.json();
  }
}

Webhooks for synchronization

// Webhook to synchronize SSO changes
app.post('/webhook/monday-sso', async (req, res) => {
  const { event, userId, userEmail, groups } = req.body;
  
  switch(event) {
    case 'user.created':
      await createUserWorkspace(userId, userEmail);
      break;
    case 'user.updated':
      await updateUserPermissions(userId, groups);
      break;
    case 'user.deactivated':
      await archiveUserContent(userId);
      break;
  }
  
  res.status(200).send('OK');
});

Configuration Testing

1. Connection Test

1. Log out of Monday.com
2. Go to https://[your-account].monday.com
3. Click on Log in with SSO
4. Enter your corporate email
5. Authenticate via SmartLink
6. Verify access to Monday.com

2. Permissions Test

# Test via the API
curl -X POST https://api.monday.com/v2 \
  -H "Authorization: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query": "{ me { name email teams { name } } }"}'

3. Mobile Testing

Monday.com apps support SSO:

• Monday.com iOS/Android
• Monday.com Desktop (Windows/Mac)

Troubleshooting

"SAML assertion failed" Error

Issue: SAML assertion is rejected

Solution:

1. Verify that the Entity ID is [appid]
2. Check the NameID format: emailAddress
3. Ensure the email exists in Monday.com
4. Check logs: Admin → Activity Log

"User not authorized" Error

Issue: User cannot access

Solution:

1. Verify the email domain is verified
2. Ensure the user is invited in Monday.com
3. Check SCIM groups if configured

Groups Not Synchronized

Issue: Monday teams do not match SmartLink groups

Solution:

<!-- Correct format for SAML groups -->
<saml:Attribute Name="groups">
  <saml:AttributeValue>smartlink-monday-admins</saml:AttributeValue>
  <saml:AttributeValue>smartlink-monday-users</saml:AttributeValue>
</saml:Attribute>

Automation Issues

Issue: Automations not triggering for SSO users

Solution:

1. Check if the user has necessary permissions
2. Ensure the automation is enabled for "All users"
3. Test with a non-SSO account to isolate the issue

Security

Recommended Configuration

{
  "security_settings": {
    "enforce_sso": true,
    "session_duration": "8h",
    "ip_restrictions": {
      "enabled": true,
      "whitelist": ["10.0.0.0/8", "192.168.0.0/16"]
    },
    "2fa_backup": true,
    "audit_retention": "365d",
    "api_token_expiry": "90d",
    "guest_restrictions": {
      "disable_export": true,
      "disable_api_access": true,
      "view_only": true
    }
  }
}

Compliance

• SOC 2 Type II: Certified
• ISO 27001: Certified
• GDPR: Compliant with available DPA
• HIPAA: Compliant (Enterprise+ plan)

User Migration

Migration Script

import requests
import csv
from datetime import datetime

class MondaySSOMigration:
    def __init__(self, api_key, account_id):
        self.api_key = api_key
        self.account_id = account_id
        self.api_url = "https://api.monday.com/v2"
    
    def migrate_users(self, csv_file):
        """Migrate users to SSO"""
        with open(csv_file, 'r') as file:
            reader = csv.DictReader(file)
            results = []
            
            for user in reader:
                result = self.migrate_single_user(user)
                results.append(result)
                
        return results
    
    def migrate_single_user(self, user):
        # Disable password auth
        # Send SSO invitation
        # Log the result
        pass

Resources

• Monday.com SSO Documentation
• Monday.com API Documentation
• Monday Apps Marketplace
• SAML Configuration in SmartLink
• Monday Community Forum