How do I configure Microsoft Single Sign On (SSO)?

How to configure SSO for Method Grid using Microsoft.

Your Method Grid account must have a unique domain/URL for SSO to work

Configuring SSO for Microsoft

Part 1 | Setting up in Microsoft Azure Active Directory

  1. Log in to your Azure account via the Microsoft 365 admin center >
  2. Click 'Show all' in the left hand menu (clicking the 3 stacked lines top left corner reveals this if you can't see it) and select 'Azure Active Directory' 
  3. Click 'Applications' and select 'Enterprise Applications'
  4. Click '+ New application'
  5. Click 'Create your own application' at the top of the page
  6. Give this application a name e.g. 'Method Grid SSO' and then select 'Register an application to integrate with Azure AD (App you're developing)' and click 'Create'
  7. Under supported account types, select 'Accounts in any organizational directory (Any Azure AD directory - Multitenant)'
  8. Under Redirect URI select 'Web' and paste the following URL into the field
  9. Click 'Register' and the registration will be completed
  10. Once completed, select 'App registrations' in the left hand menu
  11. Click the application you have just registered
  12. From application page, copy the 'Application (client) ID' and then select 'Certificates & secrets' in the application left hand menu
  13. On the Certificates & secrets page, select 'New client secret'
  14. When the 'Add a client secret' panel appears, type something in the 'Description' field, select an expiry option and click 'Add'
  15. You will see that your new client secret has been added to a table. Copy the string of characters in the 'Value' column as you will need to enter it into the Method Grid setup in Part 2. NB: Store it in a safe place as you only get the chance to copy it on its creation
  16. Now click 'API permissions' in the left hand menu.
  17. Click the 'Grant admin consent for MSFT' button in the 'Configured permissions' section at the bottom and then click the blue 'Yes' button that pops up at the top of the page ... Your Azure setup is now configured, proceed to Part 2 to complete the setup in Method Grid ...

Part 2 | Completing the Microsoft setup in Method Grid

  1. Go to Account Settings (click your profile image bottom left) and select the 'Security' tab
  2. Click the 'Configure' button in the Microsoft Azure Active Directory section
  3. Enter the 'Application ID' and 'Client Secret' in their respective fields and click the save tick
  4. Now any team member who signs into Method Grid using their Microsoft login will be automatically added as member to your Method Grid account if they are not one already

Please note: If you remove a team member from your Microsoft Azure Active Directory, they will still exist in your Method Grid account but they will not be able to log in with Microsoft. If they were already an existing member of your Method Grid account before you configured SSO, they will still be able to log in to Method Grid with their original log in details. If you wish for them to be inactive in Method Grid, please be make sure you archive them. You can do this on the members page by clicking the 'Archive' (box file icon) associated with them (How do I manage members?)