Microsoft single sign-on for ClickUp

Connecting Microsoft single sign-on (SSO) to ClickUp lets your team log in with existing Microsoft credentials, improving security and simplifying access management across your Workspace.

This step-by-step guide explains how admins can enable Microsoft SSO, manage settings, and control how members use it to access their ClickUp accounts.

Requirements to use Microsoft SSO with ClickUp

Before you set up Microsoft SSO, make sure you meet the following requirements in ClickUp and Microsoft:

• You must be an owner or admin of the ClickUp Workspace.
• You must have a Microsoft Azure Active Directory (Azure AD) account with rights to grant app permissions.
• Members must log in using email addresses that match their Microsoft accounts.
• Your ClickUp plan must support SSO features if required by your subscription.

Once these prerequisites are met, you can connect SSO directly from your Workspace settings.

How to connect Microsoft SSO to ClickUp

Use these steps to connect Microsoft single sign-on to your ClickUp Workspace.

Step 1: Open ClickUp security settings

1. Log in to your ClickUp account using your normal credentials.
2. Open the Workspace settings menu from the sidebar or avatar menu.
3. Go to the Security & Permissions or similar security section for your Workspace.

The security area is where you can manage authentication, SSO, and related access controls for ClickUp.

Step 2: Start the Microsoft SSO connection

1. In the security section, locate the Single Sign-On or Microsoft sign-in options.
2. Select the option to connect or enable Microsoft single sign-on for ClickUp.
3. You will be redirected to the Microsoft sign-in and consent flow.

At this stage, ClickUp requests permission to integrate with your Microsoft tenant so users can authenticate using their Microsoft accounts.

Step 3: Grant Microsoft permissions for ClickUp

1. Sign in with your Microsoft administrator account if prompted.
2. Review the permissions requested by the ClickUp integration in the Microsoft consent screen.
3. Approve and accept the requested permissions to allow Microsoft SSO to be used by ClickUp.

Once permissions are granted, Microsoft SSO will be connected and available for users in your Workspace, depending on the policies you configure.

Manage ClickUp Microsoft SSO settings

After connecting Microsoft single sign-on, you can fine-tune how users authenticate with ClickUp and what options remain available.

Control how members sign in to ClickUp

As a Workspace admin, you can adjust sign-in behavior to align with your security policies:

• Allow Microsoft SSO and password logins: Let users choose between standard ClickUp credentials and Microsoft SSO.
• Encourage Microsoft SSO by default: Highlight Microsoft SSO as the primary method while still allowing passwords if needed.
• Restrict logins to Microsoft SSO only: Force all members to access ClickUp using their Microsoft accounts to centralize authentication.

Changing these settings affects how login options appear on the ClickUp sign-in page for members of your Workspace.

Configure ClickUp account provisioning behavior

Depending on your plan and security configuration, you may also be able to manage how new users are handled when they first log in with Microsoft:

• Automatically create a new ClickUp account when an authorized Microsoft user signs in for the first time.
• Require manual invite to the Workspace before a Microsoft user can access ClickUp.
• Limit sign-in to specific domains that match your organization.

These controls help you decide whether anyone in your tenant can reach ClickUp or only users that you explicitly invite.

How users sign in to ClickUp with Microsoft SSO

Once Microsoft SSO is configured, end users can sign in to ClickUp using their existing Microsoft credentials without creating separate passwords.

Member sign-in experience with ClickUp

1. Members go to the standard ClickUp login page.
2. They select the option to Continue with Microsoft or a similar Microsoft sign-in button.
3. They are redirected to the Microsoft sign-in page, where they log in or select an existing account.
4. After successful authentication, they are returned to ClickUp and automatically logged in to the appropriate Workspace.

If you have restricted access to specific domains or user groups, only those matching your Microsoft configuration will be able to reach your ClickUp Workspace.

Handling existing ClickUp accounts

If a user already has a ClickUp account with an email address that matches their Microsoft account:

• Microsoft SSO will link to the existing ClickUp profile.
• The user can continue to use their Workspace, spaces, and tasks without interruption.
• Admins can still manage their permissions and roles as usual.

This makes it straightforward to roll out Microsoft SSO across teams that are already active in ClickUp.

Troubleshooting Microsoft SSO in ClickUp

Sometimes connecting or using Microsoft single sign-on in ClickUp may not work as expected. Use the checks below to resolve common issues.

Common ClickUp SSO issues

• Email mismatch: The email in Microsoft does not match the email used for the ClickUp account.
• Permission errors: The Microsoft admin has not granted required app permissions for ClickUp.
• Tenant restrictions: Your organization restricts which apps can connect to Azure AD.
• Login policy conflicts: Workspace settings in ClickUp require SSO only, but the user is trying to log in with a password, or vice versa.

Steps to resolve SSO problems

1. Confirm the user’s primary Microsoft email is identical to the email used in ClickUp.
2. Ask your Microsoft admin to review and re-accept the permissions for ClickUp in the Azure AD portal.
3. Check any conditional access or app restriction policies in Microsoft that might block ClickUp.
4. Review Workspace security settings in ClickUp to verify which login methods are allowed.
5. Have the user sign out of all Microsoft accounts in their browser, then try again with the correct one.

If issues persist, refer to the official Microsoft SSO documentation for ClickUp and contact support if necessary.

More resources for ClickUp and SSO

For complete, up-to-date details on Microsoft single sign-on for ClickUp, including any plan requirements and advanced options, see the official help article: Microsoft single sign-on for ClickUp.

If you need expert help implementing SSO policies, organizing Workspaces, or optimizing your ClickUp setup for your team’s processes, you can also consult specialists at Consultevo.

By properly configuring Microsoft SSO, monitoring permissions, and aligning login policies with your security standards, you can keep ClickUp access secure while making sign-in faster and easier for every member of your organization.

Need Help With ClickUp?

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