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
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)
From the top navigation, select Settings.
Choose Users & Security.
Navigate to the Login Security tab.
Under Integrated Login, check the boxes for the providers you want to allow:
Office 365
Google
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
Open your browser and ensure you are logged into the appropriate Office 365 or Google account.
Navigate to:
https://app.clearpointstrategy.com/#/loginClick the login button for your provider (e.g., Google or Office 365).
Select the email account that matches your ClearPoint username.
💡 ClearPoint will authenticate automatically and sign you in.