Secure SSO Setup in ClickUp
Single Sign-On (SSO) in ClickUp lets your team log in with existing identity providers, centralizing authentication and improving security across your workspace.
This how-to guide is based on the official SSO section of the ClickUp Help Center and explains the available SSO options, configuration basics, and where to find detailed, provider-specific steps.
Overview of ClickUp SSO options
ClickUp supports multiple SSO methods so admins can choose the option that best matches their organization’s identity stack and security policies.
- Enterprise SSO through SAML or OpenID Connect
- Provider-specific integrations, such as Okta, Google Workspace, Microsoft, and more
- Centralized management for user access to ClickUp
For the most current and detailed list of supported SSO providers, always refer to the official ClickUp SSO documentation.
Before you configure SSO in ClickUp
Before setting up SSO in ClickUp, make sure you have the correct plan, permissions, and access to your identity provider.
ClickUp requirements
- An eligible ClickUp plan that includes advanced security and SSO features
- Owner or admin access to the ClickUp Workspace
- The ability to update security settings for your organization
Identity provider requirements
You also need admin access to your chosen identity provider so you can register ClickUp as an application.
- Admin access to your SSO or identity provider portal
- Support for SAML 2.0 or OpenID Connect, depending on your selected flow
- Information required to configure the ClickUp application, such as entity IDs, redirect URLs, and certificates
How to start SSO configuration in ClickUp
The main steps to configure SSO in ClickUp are similar across providers, even though the exact fields differ per integration.
Step 1: Access security settings in ClickUp
- Sign in to your ClickUp Workspace as an owner or admin.
- Open the Workspace or organization-level settings.
- Navigate to the security or authentication section where SSO options are listed.
From this area, you can choose the SSO method supported by ClickUp that matches your identity provider.
Step 2: Choose your SSO method
In the ClickUp security panel, select the SSO option you want to configure. Depending on your plan and provider, you may see multiple choices.
- SAML-based SSO for enterprise identity systems
- OpenID Connect–based SSO for compatible providers
- Provider-specific connections exposed in the ClickUp interface
When you select an SSO method, ClickUp displays the values and endpoints you must enter in your identity provider’s configuration screen.
Step 3: Register ClickUp in your identity provider
Next, you configure an application for ClickUp inside your identity provider’s admin portal.
- Create a new application or enterprise app dedicated to ClickUp.
- Choose the protocol required by ClickUp, such as SAML 2.0 or OpenID Connect.
- Copy relevant values from ClickUp, such as:
- Entity ID or audience URI
- Assertion Consumer Service (ACS) or redirect URL
- Callback or sign-in URL provided by ClickUp
Then, from your identity provider, you obtain the values that must be pasted back into ClickUp, such as issuer URLs, metadata URLs, or certificates.
Step 4: Add provider details to ClickUp
Return to the ClickUp SSO configuration page and fill in the fields using values from your identity provider.
- Issuer or identity provider ID
- Single Sign-On URL or authorization endpoint
- X.509 certificate or signing keys, if required
- Any additional metadata or domain settings requested by ClickUp
Save your changes to complete the basic connection between ClickUp and your provider.
Step 5: Test SSO login in ClickUp
Always test the connection before enabling SSO for every member of your Workspace.
- Use the test button or preview option, if available in ClickUp.
- Sign in as a pilot user through your identity provider.
- Verify that the user is correctly authenticated into ClickUp.
Confirm that permissions and access levels in ClickUp match your expectations for that user or group.
Managing users with ClickUp SSO
Once SSO is enabled, ClickUp relies on your identity provider to control who can access the Workspace.
User provisioning considerations
Depending on the integration method, you may be able to create and manage users through your identity provider, then have them sign in to ClickUp without a separate invite.
- Grant access by assigning users or groups to the ClickUp application in your provider.
- Remove access by unassigning or disabling accounts at the identity provider level.
- Align security policies, such as multifactor authentication and password rules, centrally.
Enforcing SSO for ClickUp
Some plans let you require SSO for all members of a Workspace.
- Force sign-ins through your SSO provider instead of email and password.
- Increase control over how and where users access ClickUp.
- Ensure compliance with internal security and access standards.
Best practices for secure ClickUp SSO
Use these best practices to keep your ClickUp Workspace secure and aligned with your identity strategy.
- Limit SSO administration to trusted security or IT owners.
- Regularly review group assignments in your identity provider.
- Rotate signing certificates or keys according to your security policy.
- Document your ClickUp SSO configuration and change management process.
If you maintain a complex environment or multiple Workspaces, consider consulting a specialized partner, such as Consultevo, to help design and implement a scalable access strategy.
Where to find provider-specific ClickUp SSO guides
The SSO section of the official ClickUp Help Center contains dedicated articles for individual providers and advanced setups.
For step-by-step, provider-specific instructions, screenshots, and the most accurate field values, always refer to the official ClickUp SSO help articles.
By following those official guides together with the high-level process in this article, you can configure secure, reliable SSO access to ClickUp for your entire organization.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
