Prerequisite for New Users: If you are a newly invited user, you must first accept your email invitation and create a password before you can use Microsoft Single Sign-On (SSO) going forward.
How to Log In
Go to the Formalize administrative login page: https://app.formalize.com/auth/login
Click Login with Microsoft.
Follow the standard Microsoft authentication prompts on your screen. Once authenticated, you will be automatically redirected to the Formalize dashboard.
Learn how to configure and log in using SAML if your organization requires centralized access control: Setting up SAML article.
Troubleshooting: Permission Errors
If you attempt to use this feature and see an error stating you do not have permission to log in with your Microsoft account, your organization's security settings are likely blocking the connection.
To resolve this, ask your IT department to grant admin consent for the Formalize application within your organization's Azure AD tenant. Once they approve the application, your Microsoft SSO login will work.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.