Secure SSO Setup in ClickUp

Single sign-on (SSO) lets your team access ClickUp using one secure identity provider instead of separate passwords. This guide explains how SSO works, what you need to enable it, and the practical steps to configure it for your Workspace.

How ClickUp single sign-on works

SSO in ClickUp uses the SAML 2.0 protocol to let members authenticate through your company identity provider (IdP). After logging in to your provider, members are granted access to your Workspace without entering a separate app password.

With SSO enabled, your organization can centralize access control, enforce your own password policies, and streamline onboarding and offboarding. The SSO configuration lives at the Workspace level and affects all members who sign in with your selected identity provider.

Requirements to use SSO with ClickUp

Before you configure SSO, confirm that your environment meets these requirements:

• An active ClickUp Workspace.
• A supported identity provider with SAML 2.0 support.
• Workspace owner or admin permissions to manage security settings.
• Ability to add and configure SAML applications in your identity provider.

Supported SSO providers for ClickUp

ClickUp supports SAML 2.0 connections with common identity providers, including:

• Okta
• Azure AD
• OneLogin
• Google Workspace SAML apps
• Custom SAML 2.0 providers

You can map attributes and upload required metadata from these providers into your Workspace SSO settings.

Accessing ClickUp SSO settings

To start the configuration process, you need to open the security area of your Workspace settings.

1. Sign in to your ClickUp account as a Workspace owner or admin.
2. Open the Workspace settings menu.
3. Navigate to the section dedicated to security or SSO settings.
4. Locate the single sign-on (SSO) configuration panel.

In this panel, you can add a new SAML configuration, edit an existing one, or temporarily disable SSO if needed.

Core SSO configuration steps in ClickUp

The high-level process for enabling SSO is similar for most SAML providers. You will switch between your identity provider and ClickUp to exchange configuration details.

Step 1: Create a SAML app in your identity provider

In your identity provider, create a new SAML application for ClickUp.

• Choose a descriptive app name that your users will recognize.
• Enable SAML 2.0 as the sign-on method.
• Prepare to copy the issuer, SSO URL, and certificate information from the provider.

Your IdP may provide default attribute mappings that you can align with your Workspace member records.

Step 2: Collect SAML metadata for ClickUp

From the new SAML application in your identity provider, locate the metadata you must add into ClickUp. Common values include:

• Identity provider issuer or entity ID.
• SAML SSO URL or login URL.
• X.509 certificate used to sign SAML assertions.

Download a metadata file if your provider offers one, or keep these fields accessible to copy into your Workspace settings.

Step 3: Enter SSO details in ClickUp

Return to the SSO configuration panel in your Workspace.

1. Choose the option to add or edit a SAML configuration.
2. Paste the issuer or entity ID from your provider.
3. Paste the SAML SSO URL or login URL.
4. Upload or paste the X.509 certificate as requested.
5. Review attribute mappings and default options.

Save your configuration, then check that the connection is active. Many identity providers support a test login flow so you can confirm that SAML assertions are accepted correctly.

Managing member access with ClickUp SSO

Once SSO is enabled, you can manage who can sign in to ClickUp through your provider and how they are added to your Workspace.

Assigning users in your identity provider

Within your identity provider, assign the ClickUp SAML app to the correct users or groups.

• Grant access only to active team members who need the Workspace.
• Use groups to align with departments or roles.
• Remove assignments when employees leave the company.

These assignments determine which members can use SSO to access your Workspace.

Controlling local login vs. SSO in ClickUp

Workspace admins can control whether members must sign in with SSO or can still use native login options.

• Require SSO only, to enforce centralized access policies.
• Allow both SSO and email-based login during transition periods.
• Configure exceptions for service accounts if necessary.

Check your Workspace security settings to align these options with your organization requirements.

Troubleshooting ClickUp SSO issues

If members cannot sign in, review the configuration on both sides of the connection.

• Verify the issuer and SSO URL in ClickUp match the values in your identity provider.
• Confirm that the certificate has not expired and is correctly uploaded.
• Check user assignments to the ClickUp SAML app in your identity provider.
• Review any error messages returned during the sign-in attempt.

For more advanced configuration details and provider-specific examples, see the official documentation at Intro to single sign-on (SSO).

Best practices for secure ClickUp SSO

To keep your Workspace secure and reduce the risk of unauthorized access, follow these best practices:

• Enforce multi-factor authentication (MFA) in your identity provider.
• Regularly review which users and groups are assigned to the ClickUp SAML app.
• Update SSO certificates before they expire.
• Use clear naming conventions for SAML apps so admins can manage them easily.

Combining strong identity provider policies with SSO gives you consistent security across all tools, including ClickUp.

Get help with enterprise ClickUp SSO

If you are deploying SSO for a large team or multiple Workspaces, you may benefit from expert guidance on security and rollout planning. A consulting partner like Consultevo can help you align ClickUp SSO, user provisioning, and governance with your broader IT strategy.

Once your SSO integration is fully configured, your members can sign in through your identity provider and access ClickUp using a seamless, centralized authentication flow.

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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