Authentication – Enabling Integrated Logins
This article explains how to enable and use integrated logins in ClearPoint Next.
Fernando Montenegro
5 steps
10 seconds
Clearpointstrategy
1
Integrated logins allow users to sign in using their **Office 365** or **Google** account—making access faster, easier, and more secure. Once enabled, users no longer need to enter a ClearPoint username and password each time they log in.
Prerequisites
2
Before using integrated logins: - Users must have successfully logged into **Office 365 or Google in their browser at least once**. - The **email address in ClearPoint must match** the user’s Office 365 or Google account email. 💡 After setup, ClearPoint will authenticate automatically through the provider the user is already logged into.
Enable Integrated Logins (Admins Only)
3
1. From the top navigation, select **Settings**. 2. Choose **Users & Security**.
4
1. Navigate to the **Login** **Security** tab. 2. Under *Integrated Login*, check the boxes for the providers you want to allow: - **Office 365** - **Google** 3. Click **Save** to apply your changes. 💡 Users can now log into ClearPoint using either or both providers based on your settings.
Logging in With an Integrated Login
5
- Open your browser and ensure you are logged into the appropriate **Office 365 or Google** account. - Navigate to:\ [**https://app.clearpointstrategy.com/#/login**](https://app.clearpointstrategy.com/#/login) - Click the login button for your provider (e.g., **Google** or **Office 365**). - Select the email account that matches your ClearPoint username.
Authentication – Enabling Integrated Logins
This article explains how to enable and use integrated logins in ClearPoint Next.
Fernando Montenegro
5 steps
10 seconds
Clearpointstrategy
1
Integrated logins allow users to sign in using their **Office 365** or **Google** account—making access faster, easier, and more secure. Once enabled, users no longer need to enter a ClearPoint username and password each time they log in.
Prerequisites
2
Before using integrated logins: - Users must have successfully logged into **Office 365 or Google in their browser at least once**. - The **email address in ClearPoint must match** the user’s Office 365 or Google account email. 💡 After setup, ClearPoint will authenticate automatically through the provider the user is already logged into.
Enable Integrated Logins (Admins Only)
3
1. From the top navigation, select **Settings**. 2. Choose **Users & Security**.
4
1. Navigate to the **Login** **Security** tab. 2. Under *Integrated Login*, check the boxes for the providers you want to allow: - **Office 365** - **Google** 3. Click **Save** to apply your changes. 💡 Users can now log into ClearPoint using either or both providers based on your settings.
Logging in With an Integrated Login
5
- Open your browser and ensure you are logged into the appropriate **Office 365 or Google** account. - Navigate to:\ [**https://app.clearpointstrategy.com/#/login**](https://app.clearpointstrategy.com/#/login) - Click the login button for your provider (e.g., **Google** or **Office 365**). - Select the email account that matches your ClearPoint username.
