How to Connect Okta SSO with ClickUp

Integrating Okta single sign-on (SSO) with ClickUp lets admins centrally manage user access, streamline logins, and improve workspace security. This guide walks you through the full configuration process from the Okta side so your team can sign in smoothly.

The steps below are based on the official Okta configuration instructions provided for the ClickUp application and focus on the settings you configure directly in Okta.

Before you start with ClickUp and Okta

Make sure you have the right access and information before you begin the integration process.

• An Okta admin account with permission to add and configure applications.
• A ClickUp workspace that will be connected to Okta SSO.
• Access to any internal security or IT documentation your company uses for identity management.

While this article focuses on Okta configuration, you can find additional workspace optimization and consulting resources at Consultevo.

Step 1: Open the ClickUp application page in Okta

First, you need to locate the official application entry that Okta provides for this integration.

1. Sign in to your Okta admin dashboard.
2. In the navigation, go to the applications section.
3. Search the Okta integration catalog for the ClickUp application profile.
4. Select the application entry to view its configuration details.

You can review the original Okta app listing and configuration notes at the official page: Okta integration for ClickUp.

Step 2: Review ClickUp SSO settings in Okta

The Okta app profile for ClickUp contains predefined settings that match the service provider requirements. As an admin, you should review these details before enabling the app for users.

Key configuration areas for ClickUp in Okta

• General settings — Confirm the app name, logo, and visibility for end-users.
• Sign-on options — Verify that SAML or the assigned SSO method is selected according to your organization's security policy.
• Assignments — Plan which users or groups should receive access to the ClickUp integration.

Most of the technical SAML parameters are preconfigured in the Okta integration, but you should still confirm they align with your internal SSO standards.

Step 3: Configure sign-on options for ClickUp

Next, you update or confirm the sign-on details required by the application. This section is completed inside the Okta admin panel.

1. Open the Sign On tab in the ClickUp application page in Okta.
2. Review the sign-on method defined for the integration.
3. Confirm that the SSO settings match your security requirements, including session behavior and any policy controls.
4. Save your changes once you confirm the configuration.

Optional adjustments to ClickUp sign-on

Depending on your environment, your security team may want to:

• Enable or customize sign-on policies that apply specifically to the ClickUp integration.
• Adjust session lifetime or re-authentication requirements for this app.
• Document the configuration in your internal identity management runbooks.

Step 4: Assign users and groups to ClickUp

After the sign-on method is finalized, you must determine who can access the integration. Assignments control which people will see and use ClickUp through Okta.

1. Navigate to the Assignments tab of the ClickUp application in Okta.
2. Select whether you want to assign access to individual users, groups, or both.
3. Search for the correct users or groups that should have access to your workspace.
4. Assign the app and confirm that each selected user or group appears in the assignment list.

Best practices for ClickUp user assignments

• Assign groups instead of individuals when possible, so access is easier to manage.
• Align group membership with real business teams to mirror how projects are organized in ClickUp.
• Regularly review assignments to keep access up to date as people join, move teams, or leave.

Step 5: Test the Okta SSO flow for ClickUp

With configuration and assignments complete, testing ensures that the integration behaves as expected for end users.

1. Use a test user who is assigned to the ClickUp application in Okta.
2. Sign in to the Okta dashboard as that user.
3. Click the ClickUp application icon from the end-user portal.
4. Confirm that the user is successfully signed in according to your SSO configuration.

If the test user cannot access the workspace, double-check assignment settings and sign-on configuration within Okta. Refer back to the integration documentation on the Okta app page for ClickUp if adjustments are needed.

Troubleshooting the ClickUp integration in Okta

When you run into issues, focus your checks on a few key areas within the Okta admin console.

Common configuration checks for ClickUp

• User assignment — Verify that the user is assigned to the ClickUp app and the assignment is active.
• Sign-on settings — Make sure the sign-on method selected in Okta matches the documented requirements for the service.
• Policy rules — Check whether any Okta sign-on policies are blocking access to the app.

If problems persist, compare your configuration against the documented defaults on the official Okta app page linked earlier and follow any specific notes that apply to the version of ClickUp you are using.

Maintaining your Okta and ClickUp connection

Once the integration is live, you should adopt a maintenance routine to keep everything running smoothly.

• Audit user and group assignments to ClickUp on a regular schedule.
• Monitor admin notifications in Okta for changes that might impact SSO behavior.
• Update internal documentation whenever you adjust the Okta settings for this application.

By maintaining this integration carefully, your teams can rely on a secure, streamlined login experience while using ClickUp for their projects and tasks.

Summary: Okta SSO setup for ClickUp

To recap, connecting Okta SSO with ClickUp from the Okta side involves a straightforward sequence:

1. Open the official ClickUp application page in your Okta admin console.
2. Review and confirm the default configuration settings.
3. Configure and save the sign-on options that match your security needs.
4. Assign the application to the correct users and groups.
5. Test access and troubleshoot any sign-on errors.

Following these steps gives your organization centralized identity control through Okta while your teams continue working productively in ClickUp.

Need Help With ClickUp?

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

Get Help

“`