Microsoft Single Sign On

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.

Using Active Directory Federation Services Single Sign On (ADFS SSO)? You'll need to use our Custom SAML option instead.

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 Workspace members will need to login with SSO and their accounts will be linked.

  2. New users can sign up for ClickUp using the SSO link. Users that sign up this way must still link their ClickUp and SSO accounts afterward.

  3. Existing users can manually link their ClickUp & SSO accounts by clicking their avatar and selecting My Settings.

Enabling SSO

  1. As an owner or admin on an Enterprise Workspace, visit your Workspace 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 Workspace

Customizing Security Settings

Workspace admins will be able to control if Microsoft auth is required.

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

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

Require SSO

Workspace owners and admins can choose to require SSO when users log into their ClickUp accounts. Once enabled, users will be prompted to link their IDP account with on-screen instructions.

The next time users log in, or when newly invited users accept an invitation to join your Workspace, they will see the following screen:

CleanShot_2022-12-07_at_10.10.28.png

You can choose to require SSO for all users except guests by selecting All users except guests must use Microsoft auth.

If a recently invited user is creating a new ClickUp account, they will need to set a password for their ClickUp account before accepting the Workspace invitation and setting up Microsoft SSO.

This is a requirement even if you enforce SSO in your Workspace, as the user may create, or be invited to, other Workspaces that do not enforce Microsoft SSO. Once the user completes the sign-in, their ClickUp account will be linked with their user account from your IDP.

How to check who in your Workspace is using SSO

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

  1. Open your Workspace 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.

For a complete tutorial created by the MS team please visit this link.

Updated

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