How to Set Up Secure SSO in ClickUp

ClickUp makes it easier for growing teams to protect their workspaces by connecting single sign-on (SSO) tools so members log in securely with one set of credentials.

This step-by-step guide walks you through how to plan, configure, and roll out SSO for your workspace based on the concepts and options described in the ClickUp SSO tools overview.

1. Understand How ClickUp SSO Works

Before you start changing settings, it helps to understand how SSO improves security and user experience.

• Single authentication: Team members sign in once with their identity provider (IdP) account.
• Centralized control: Admins manage access, password policies, and MFA in one place.
• Automated provisioning: With SCIM, user creation and deactivation can sync from your directory.

Common SSO concepts you will use with ClickUp include:

• SAML: A standard that lets your IdP authenticate users and pass a secure assertion back to ClickUp.
• SCIM: A protocol to automatically create, update, and remove user accounts.
• IdP: The central system that verifies user identity, such as Okta, Azure AD, or Google Workspace.

2. Choose an SSO Provider for ClickUp

The source guide compares several SSO tools and shows how they integrate with ClickUp. In practice, you will typically choose one of these approaches:

• Business IdPs: Okta, Azure Active Directory, OneLogin, Ping Identity.
• Productivity suites: Google Workspace or Microsoft 365 as your IdP.
• Enterprise security platforms: Providers that bundle SSO, MFA, device posture, and conditional access policies.

When selecting a provider for ClickUp SSO, evaluate:

• Whether it supports SAML 2.0 and SCIM.
• How it handles group-based access control.
• The admin experience for user lifecycle management.
• Integration options with your other apps.

If you need help building an enterprise-grade SSO rollout strategy, you can consult specialists at Consultevo for workspace and identity planning.

3. Prepare Your Workspace for ClickUp SSO

Before flipping the switch, organize your environment so the transition goes smoothly.

3.1 Map Teams and Spaces to Your Directory

Align the structure of your ClickUp workspace with groups in your IdP:

• Create or review teams, Spaces, and permissions.
• Decide which directory groups should have access to each area.
• Plan how you will assign roles (admin, member, guest) via your IdP.

3.2 Decide on SSO Enforcement

The SSO tools overview explains that you can allow both SSO and password logins, or enforce SSO only. Plan your policy by answering:

• Should all members be required to log in through SSO?
• Will guests or contractors need password-based access?
• Do you have break-glass admin accounts outside SSO for emergencies?

Document your answers so you can configure ClickUp and your IdP consistently.

4. Configure Your Identity Provider for ClickUp

Most of the technical work happens in your IdP dashboard. The exact labels vary, but the process is similar across providers.

4.1 Create a New SAML Application

1. Sign in to your IdP admin console.
2. Locate the section for Applications or Enterprise Apps.
3. Create a new SAML 2.0 application named something like ClickUp.

Your IdP will provide SAML configuration fields you must complete with values from the ClickUp SSO settings page.

4.2 Enter ClickUp SAML Details

Copy and paste the required information between the two systems. You will normally configure:

• Assertion Consumer Service (ACS) URL: The SSO callback URL from ClickUp.
• Entity ID / Audience URI: The identifier ClickUp expects in SAML assertions.
• NameID format: Often set to email address.
• Attributes / Claims: Map email, first name, last name, and groups where supported.

In your IdP, download the metadata or record:

• IdP SSO URL (login URL)
• IdP Entity ID
• X.509 certificate used to sign assertions

These fields will be entered into the ClickUp SSO configuration page.

5. Enable SAML-Based SSO in ClickUp

Once your IdP app is ready, switch over to your workspace security settings.

5.1 Open ClickUp Security Settings

1. Sign in as a workspace owner or admin.
2. Go to your workspace settings and open the Security or SSO section.
3. Locate the option for SAML SSO.

5.2 Add Identity Provider Information

Enter the details obtained from your IdP:

• IdP SSO URL
• IdP Entity ID (or Issuer)
• X.509 certificate (paste the full certificate text)

Then review additional options such as:

• Allowing both SSO and password-based logins.
• Enforcing SSO for specific email domains.
• Automatically creating new users on first SSO sign-in.

Save your configuration but do not enforce SSO globally until you complete testing.

6. Test Your ClickUp SSO Connection

Testing ensures your team is not locked out and that attributes map correctly.

6.1 Perform an Admin Test

1. In a different browser or incognito window, sign out of ClickUp.
2. Use the Login with SSO option and enter your email.
3. Verify that you are redirected to your IdP login screen.
4. Sign in and confirm you are returned to the correct ClickUp workspace.

Check that your display name, email, and profile information match expectations.

6.2 Test With a Pilot Group

Before rolling SSO out to everyone:

• Select a small group of users from different teams.
• Have them sign in using SSO only.
• Collect feedback on login speed, MFA prompts, and access to Spaces.

If anyone cannot access ClickUp correctly, adjust the group mappings and attributes in your IdP.

7. Set Up SCIM User Provisioning (Optional)

The SSO tools resource emphasizes the benefits of automating user lifecycle with SCIM.

7.1 Enable SCIM in Your IdP

1. Open the ClickUp application in your IdP.
2. Find the Provisioning or SCIM section.
3. Enter the SCIM endpoint URL and token from your ClickUp workspace.

Choose which directory groups will be provisioned automatically.

7.2 Test Provisioning and Deprovisioning

To verify that your ClickUp accounts stay in sync:

• Create a test user in your directory and assign them to the ClickUp group.
• Confirm that the account appears in your workspace with the right role.
• Remove the user from the group or disable them and check that access is revoked.

Fine-tune your mapping so that new hires and leavers are handled without manual steps.

8. Roll Out ClickUp SSO to Your Organization

Once SAML and optional SCIM provisioning are working reliably, you are ready to roll out.

8.1 Communicate the Change

Send a short announcement so people know how to sign in to ClickUp going forward:

• Explain that they will use their company account via SSO.
• Share the new login URL or instructions.
• Remind them about MFA requirements if enforced by your IdP.

8.2 Enforce SSO

1. Return to your ClickUp SSO security settings.
2. Enable enforcement for your chosen domains or all members.
3. Confirm that password-based logins behave according to your policy.

Monitor support requests during the first few days and adjust documentation as needed.

9. Maintain and Improve Your ClickUp SSO Setup

After rollout, keep your configuration healthy and aligned with your security posture.

• Review admin accounts and access regularly.
• Rotate SAML signing certificates before they expire.
• Update SCIM mappings when your org structure changes.
• Periodically test emergency access procedures.

For ongoing best practices and new identity options, check the official SSO guidance on the ClickUp SSO tools page.

By following these steps, you will provide a smoother login experience for your team while strengthening workspace security through a robust ClickUp SSO integration.