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Sign in to ContractSafe with Your Microsoft Account

Want to allow your team to login to ContractSafe using their Microsoft accounts? Here's a quick guide on how to turn on this feature.

Logging in with Microsoft accounts is not the same as using Microsoft Single Sign-On (SSO). Please see this article for more information on SSO: What is Single Sign-On (SSO)?

If you are a ContractSafe Admin user (Account Owner, Admin or Account Manager), you can enable our Microsoft login feature for your whole account.

Here's a breakdown for both ContractSafe Admins and Users:

For ContractSafe Admins:

  1. Log in to your ContractSafe account.
  2. Go to Settings > Security and Integrations.
  3. Locate the Microsoft Login feature and enable it.
By enabling this feature, you're allowing your users to link their Microsoft accounts to their ContractSafe accounts.

Screenshot 2024-05-08 at 21.54.03

Now your users can link their Microsoft account to the ContractSafe account.

For ContractSafe Users:

  1. Log in to your ContractSafe account.
  2. Navigate to Settings > Personal Settings.
  3. Scroll down and click on Sign in with Microsoft.
  4. Follow the on-screen instructions to link your accounts.
Once linked, users can sign in to ContractSafe using their familiar Microsoft credentials for a faster and easier login experience.Screenshot 2024-05-08 at 20.49.25

A couple things to note:

  1. If Two-Factor Authentication is enabled for your ContractSafe account, your users will still need to authenticate by entering a code received via the app or that is texted to them, anytime they are logging in from a new device or location.
  2. You can't enable Microsoft login if you have already enabled Single Sign-On for your ContractSafe account (i.e., with Azure Active Directory, OKTA, etc.). 

Please reach out to support@contractsafe.com for any questions.