Enable Okta Single Sign-On for ClickUp

Setting up Okta single sign-on (SSO) for ClickUp lets your team access their workspaces securely using centralized credentials. This guide walks you through every step of configuring the Okta integration, from creating the application in Okta to enabling SAML SSO inside your workspace.

Follow the instructions below to configure Okta SSO, verify your settings, and roll out secure access to your organization.

Before you enable ClickUp Okta SSO

Before you configure Okta single sign-on for ClickUp, make sure you have the following in place:

• Administrator access to your Okta organization
• Owner or admin permissions in the ClickUp workspace you want to connect
• A Business Plus or Enterprise-level plan that supports SSO (if applicable to your account)
• The ability to manage security policies in your organization

Once you confirm these prerequisites, you can begin connecting your identity provider to your workspace.

Create the ClickUp application in Okta

The first part of the process is to create and configure an application in Okta that represents ClickUp. This allows Okta to pass SAML assertions to your workspace.

Step 1: Add a new Okta app for ClickUp

1. Sign in to your Okta admin console.
2. In the navigation, go to Applications and select Applications again.
3. Click Create App Integration.
4. Choose SAML 2.0 as the sign-in method and click Next.

At this point, you will name the integration and define key SAML settings required for the ClickUp connection.

Step 2: Configure SAML settings for ClickUp

In the SAML configuration screen in Okta, you will need to provide the specific information that routes users to your workspace. Refer to the official configuration reference on the ClickUp Okta SSO setup article while you complete these fields.

Typical information you must configure includes:

• Single sign on URL: The SAML assertion consumer service URL for your workspace.
• Audience URI (SP Entity ID): The unique identifier for the ClickUp service provider.
• Name ID format: Usually set to an email-based identifier.
• Application username: Typically matches the user’s primary email address.

After entering these values, click Next, review your settings, and then click Finish to create the app.

Step 3: Collect SAML details from Okta

When your application is created, you must gather configuration details that will later be entered in your workspace settings.

In the app’s Sign On tab in Okta, locate and copy the following:

• Identity Provider Single Sign-On URL
• Identity Provider Issuer
• X.509 Certificate (download or copy the certificate text)

Keep these values available. You will paste them into the ClickUp security settings when enabling SAML SSO.

Enable SAML SSO in ClickUp

Once your Okta application is ready, you can enable SAML SSO inside the ClickUp workspace. This step activates the connection so that your members can sign in using Okta.

Step 4: Open ClickUp SSO settings

1. Sign in to your workspace using an owner or admin account.
2. Open your Workspace settings.
3. Navigate to the Security or SSO section, depending on your plan.
4. Locate the SAML SSO option.

From here, you will map your identity provider data to the workspace.

Step 5: Enter Okta SAML information

In the SAML configuration panel inside ClickUp, enter the information you collected from Okta:

• IdP Single Sign-On URL: Paste the identity provider SSO URL.
• IdP Issuer: Paste the issuer or entity ID.
• X.509 Certificate: Paste the certificate text or upload the file, depending on the interface.

Save your changes. The workspace now recognizes Okta as the identity provider responsible for authenticating users.

Step 6: Configure user access behavior

After the core SAML connection is in place, configure how team members will authenticate to ClickUp using Okta:

• Choose whether SSO is optional or required for members.
• Determine if guests can still sign in with email and password.
• Set any advanced security options your plan provides.

These settings give you control over how strictly to enforce Okta SSO across your organization.

Assign users in Okta to ClickUp

The next step is to determine which users in Okta can access the ClickUp application. Without assignment, they will not be able to authenticate via SSO.

Step 7: Assign people and groups

1. Return to the ClickUp application page in your Okta admin console.
2. Go to the Assignments tab.
3. Click Assign, then choose Assign to People or Assign to Groups.
4. Select the appropriate users or groups who should have access to the workspace.
5. Click Save and Go Back after each assignment.

Using groups makes it easier to manage access as your organization grows and as more teams adopt ClickUp for their workflows.

Test the ClickUp Okta SSO connection

Before rolling out SSO to your entire company, it is important to verify that the configuration works as expected.

Step 8: Perform a test login

To test SSO for ClickUp:

• Open a private or incognito browser window.
• Go to your workspace’s login page or the app tile in the Okta dashboard.
• Sign in using an Okta user assigned to the application.
• Confirm that the user is successfully redirected and lands inside the workspace.

If the test fails, double-check the SAML URLs, issuer values, and certificate in both Okta and the workspace security settings.

Step 9: Monitor and troubleshoot

After confirming the integration works, monitor the experience as you add more members. If users cannot access ClickUp via Okta SSO, verify:

• They are assigned to the application in Okta.
• Their email address in Okta matches the email used in the workspace.
• No recent changes were made to the SAML configuration or certificates.

Refer to the official Okta SSO integration documentation for detailed examples and updated field values.

Best practices for managing ClickUp SSO

After deployment, use these best practices to maintain a secure and reliable single sign-on environment:

• Regularly review user and group assignments in Okta.
• Revoke access promptly when employees leave your organization.
• Rotate certificates and update SAML metadata as required by your security policies.
• Document your internal SSO process so administrators can repeat or adjust the setup easily.

Integrating Okta SSO with ClickUp helps centralize authentication, reduce password fatigue, and improve compliance with your company’s access standards.

Get more help with ClickUp configuration

If you need additional support designing access policies or optimizing your workspace setup, you can work with experienced consultants. Visit Consultevo to explore professional services that can help you manage complex configurations and adoption strategies.

For the most accurate and up-to-date steps on Okta SSO, always confirm your configuration using the official ClickUp documentation and your identity provider’s guidance.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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