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Single sign on (SSO) via Microsoft lets you sign up and/or log in with your Microsoft Office 365 / Azure account to save you time and provide peace of mind. 

Logging in with SSO

To login with Microsoft SSO, you will first need to have your Microsoft account linked to your ClickUp account.

  1. If SSO is required, all of your existing Workplace members will need to login with SSO and their accounts will be linked.
  2. New users can sign up using the SSO link. This will create their ClickUp account already linked to their SSO account.
  3. Existing people can also manually link their ClickUp & SSO account in their Preferences.

Enabling SSO

  1. As an owner or admin on an Enterprise Workplace, visit your Workplace settings page and tick Microsoft as the SSO provider
  2. Login with your company's Microsoft account
  3. Your Microsoft organization is now linked to your ClickUp Workplace

Customizing Security Settings

Workplace admins will be able to control if Microsoft auth is required, as well as if members of your Microsoft organization will be automatically invited when signing up. 

If Microsoft auth is enforced, current Workplace members will be prompted to link their Microsoft account to ClickUp. If they're already logged into a Workplace requiring SSO, they'll be prompted three times to set it up before it being forced to do so. At any time, you can check which people in your Workplace have linked their Microsoft account. 

When logging in, people will be forced to sign in with their Microsoft account in order to access your Workplace. 

If you want your people to automatically be added to your ClickUp Workplace, be sure to tick that option. Then have your people sign up with SSO (below).

Signing up with SSO

  1. To sign up with Microsoft, first go to this link. This link is also available in the admin area to send out to your organization
  2. Click the Sign up with Microsoft button 
  3. Log in with your company Microsoft account
  4. If your admin has automatic invitations enabled, you will be automatically added to your ClickUp Workplace

How to check who in your Workplace is using SSO

Admins can easily see who all on their Workplace has linked their Microsoft account to ClickUp. 

  1. Open your Workplace settings
  2. Go to People
  3. People with a Microsoft icon have setup SSO

Removing Microsoft from your account

To manage your linked accounts, go to your profile settings, and scroll to the bottom. You will then see a list of the SSO accounts you have associated with your ClickUp account. From here, you can unlink your account to remove it.

If you have any questions regarding Microsoft SSO or how ClickUp can boost your Workplace’s productivity, reach out to us anytime here

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