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SSO With Microsoft Credentials: Implementation Guide

Table 43. Availability - Legacy plans


Overview

Microsoft Office 365 is a platform powered by Microsoft which provides a suite of products and services to their users. Azure Active Directory (Azure AD) works as an identity management service for this platform and facilitates single sign-on capabilities.

To link Wrike with Azure Active Directory on Office 365:

  1. Install Wrike on Office 365.

  2. Link Wrike with Azure Active Directory (you can create a new Wrike subscription).

  3. Configure user account registration settings.

For more details on what users can do after Wrike has been linked with Office 365 please read our page on Single Sign-on with Microsoft Credentials: User Guide.

Benefits of linking Wrike with Azure Active Directory

Link Wrike with Office 365 to take advantage of single sign-on and be able to:

  • Access Wrike directly from the My apps launcher on Microsoft Office 365.

  • Click the Office 365 button on Wrike’s login page to log in to Wrike using your Microsoft credentials.

  • Allow users to quickly create Wrike user accounts by clicking on Wrike’s app icon in the My apps launcher.

  • Add approved email domains and designate who can use their Microsoft credentials to create a Wrike user account from an invitation email.

Note

Just in Time provisioning is turned on by default for this integration. This means that users can join an account in Wrike without invitation and they automatically become regular users, if there are seats available in Wrike account. If there are no available seats in the account, users will become collaborators.

Just in Time provisioning cannot be turned off, however the admins of Azure Active directory can limit access to the Wrike app for the users who should not join Wrike. This article from Microsoft Help Center describes how to limit access to the Wrike app in Azure AD.

Install Wrike on Office 365

  1. Open Wrike's app page in the Office Store.

  2. Click Get it now.

  3. Follow the prompts to add the app.

You can choose to make the app available on the My apps launcher for all Microsoft users on the subscription. Read more about how to manage visibility of apps in the My apps launcher here.

Create a Wrike account via Office 365

To create a Wrike account via Office 365 you must be an admin of your Office 365 subscription.

When you create a new Wrike account from Office 365, your Azure Active Directory automatically links with your new Wrike account. To create and link a Wrike account:

  1. Install Wrike on Office 365.

  2. Click the Wrike app icon on the My apps launcher.

  3. Enter your email address on the page that appears.

  4. Select Get Started.

  5. Click Confirm your email on the confirmation email you are sent.

You are instantly registered as a new Wrike account admin, a Wrike account is created and automatically linked with your Office 365 subscription, and you are taken to your Wrike Workspace.

Link an existing Wrike subscription with Azure Active Directory

To link an existing Wrike account with an Office 365 Azure subscription you must be an admin of both Wrike and Office 365.

  1. Install Wrike on Office 365.

  2. Click the Wrike app icon on the My Apps launcher.

  3. Enter your email address (enter the one associated with the Wrike account you would like to link).

  4. Select Get Started.

  5. Click Confirm your email on the confirmation email you are sent.

  6. Confirm which Wrike account you would like to link with Azure Active Directory (you must be an admin of the account you would like to link).

  7. Click Next.

You will be taken to the Wrike Workspace. Office 365 users with a Wrike account can use their Office credentials to log in to Wrike. Office 365 users who don't have a Wrike account can create one using their Microsoft credentials.

Configure user license registration settings

Admins on Free, Professional, and Business accounts should contact Wrike's Support Team to approve their email domain. Wrike admins on Enterprise accounts can use the instructions below.

Configure user license registration settings by adding approved email domains. When sent an invitation to join your account:

  • Users with approved email domains can follow the prompts in their email invitations and use their Microsoft credentials to create their Wrike user licenses.

  • Users without an approved email domain can accept their email invitation to join Wrike, but are not able to create Wrike user accounts using their Microsoft credentials. Instead they will be prompted to create a Wrike username and password.

Note

Users whose emails do not contain an approved email domain are still able to join your Wrike account and they can click the Wrike app icon on the My apps launcher to register for a Wrike user account using their Microsoft credentials.

Add approved email domains

Adding approved email domains may require assistance from your Sys Ops Team.

  1. Click on your profile image in the upper right-hand corner of the Wrike workspace.

  2. Select Settings from the dropdown.

  3. Click Security in the left panel.

  4. Under the Approved Domains heading click Add domain and add the appropriate email domain.

  5. Click How do I approve domains and follow the instructions that appear. Approving domains may take up to 24 hours and may require assistance from your Sys Ops Team.

After the domain is approved: users with the domain in their email invitation can use their Microsoft credentials to create their Wrike user licenses.

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