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Microsoft SSO Integration Guide

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Written by Support
Updated over 2 weeks ago

Overview

ComplyFlow's Microsoft SSO integration allows Enterprise (Starter) and Enterprise (Pro) users to sign up and log in using their existing Microsoft business accounts. This streamlined authentication reduces password management overhead while maintaining enterprise-grade security standards.

This guide covers both signup and login processes, troubleshooting, and technical requirements for Microsoft SSO integration.


Microsoft SSO Benefits

For Users

  • Single Sign-On: Use existing Microsoft credentials

  • No Additional Passwords: Eliminates need for separate ComplyFlow password

  • Faster Registration: Skip the email verification step during signup

  • Enterprise Security: Leverage Microsoft's multi-factor authentication and security policies

  • Familiar Interface: Use the Microsoft login experience you already know

For IT Administrators

  • Centralised Identity Management: Users authenticate through existing Azure AD

  • Security Policy Enforcement: Microsoft security policies apply to ComplyFlow access

  • Reduced Support Overhead: Fewer password-related support requests

  • Audit Trail: Microsoft login events tracked through Azure AD logs


Technical Requirements

Microsoft Account Requirements

Browser and System Requirements

  • Modern Browser: Chrome 80+, Firefox 75+, Safari 13+, Edge 80+

  • JavaScript Enabled: Required for OAuth2 authentication flow

  • Cookies Enabled: Session and authentication cookies must be allowed

  • Pop-up Blockers: May need to allow pop-ups for Microsoft domains

Network Requirements


Registration with Microsoft SSO

Starting Registration

  1. Navigate to ComplyFlow Enterprise (Starter) registration page

  2. Complete Step 1: Organisation details (country, business type, etc.)

  3. Enter User Information: First name, last name, phone number

  4. Select Microsoft Registration: Click "Register with Microsoft" button

  5. Skip Password Fields: Email and password fields are automatically hidden

Microsoft Authentication Flow

Step 1: Microsoft Login

  • Redirected to Microsoft authentication page

  • Enter your Microsoft business account credentials

  • Complete any multi-factor authentication required by your organisation

Step 2: Consent and Permissions
ComplyFlow requests access to:

  • Email Address: For account identification and notifications

  • Basic Profile: Name and profile information

  • Organisation Information: Business details from Azure AD

Step 3: Account Verification

  • System verifies email address matches business domain requirements

  • Checks that account is active and has appropriate permissions

  • Creates ComplyFlow user profile using Microsoft account details

Successful Registration

After successful Microsoft authentication:

  1. Automatic Account Creation: ComplyFlow account created immediately

  2. No Email Verification: Skip email verification step entirely

  3. Welcome Screen: Proceed directly to account setup wizard

  4. Profile Pre-Population: Name and email automatically populated from Microsoft account

Registration Error Handling

"Email not found in Microsoft response" Error:

  • Your Microsoft account doesn't have permission to share email

  • Contact your IT administrator to enable email sharing

  • Try using a different Microsoft account with proper permissions

"Business email required" Error:

"Account creation failed" Error:

  • Microsoft account may not have required permissions

  • Try clearing browser cache and cookies

  • Contact support if problem persists with valid business account


Login with Microsoft SSO

Standard Login Process

For New Microsoft SSO Users:

  1. Navigate to ComplyFlow login page

  2. Click "Login with Microsoft" button

  3. Authenticate with Microsoft (if not already signed in)

  4. Automatic Login to ComplyFlow dashboard

For Existing Email + Password Users:
You can add Microsoft SSO to existing accounts:

  1. Login with your existing ComplyFlow credentials

  2. Navigate to Account Settings > Security

  3. Link Microsoft Account to enable SSO login

  4. Future logins can use either method

Multi-Identity Login

For Users with Multiple ComplyFlow Accounts:
If you have multiple ComplyFlow identities (contractor, employee, enterprise):

  1. Select Login Method: Choose Microsoft SSO

  2. Authenticate with Microsoft

  3. Select Organisation: Choose which ComplyFlow account to access

  4. Proceed to selected account dashboard

Session Management

Active Sessions:

  • Microsoft SSO sessions remain active based on Microsoft's session policies

  • ComplyFlow sessions are independent of Microsoft session duration

  • Explicit logout from ComplyFlow recommended for security

Session Timeout:

  • ComplyFlow sessions timeout based on ComplyFlow security settings

  • May require Microsoft re-authentication after extended inactivity

  • Organisation SSO policies may override default timeout settings


Microsoft SSO Administration

For IT Administrators

Azure AD Configuration:

  • No special configuration required for standard Microsoft 365 accounts

  • ComplyFlow appears as a third-party application in Azure AD logs

  • User consent may be required for first-time authentication

Enterprise Application Management:

  • ComplyFlow can be added as an Enterprise Application in Azure AD

  • Allows centralised management of user access

  • Enables conditional access policies and security controls

User Provisioning:

  • Manual user registration still required (no automatic provisioning)

  • Users must complete ComplyFlow registration process individually

  • Group-based access control not currently supported

Security Controls

Conditional Access Policies:

  • Azure AD conditional access policies apply to ComplyFlow SSO

  • Location-based restrictions will affect ComplyFlow access

  • Multi-factor authentication requirements are enforced

Application Permissions:

  • ComplyFlow only requests minimal required permissions

  • No access to Microsoft files, calendar, or other data

  • Email and basic profile information only

Audit and Compliance:

  • Microsoft SSO authentication events logged in Azure AD

  • ComplyFlow maintains separate audit logs for application activity

  • Both systems provide compliance reporting capabilities


Troubleshooting Microsoft SSO

Common Login Issues

"Unable to authenticate with Microsoft" Error:

  1. Check Account Status: Ensure Microsoft account is active

  2. Verify Permissions: Account must have email sharing permissions

  3. Clear Browser Cache: Remove cookies for Microsoft domains

  4. Try Incognito Mode: Test with fresh browser session

  5. Contact IT Admin: Check for organisation restrictions

"Multiple accounts detected" Warning:

  1. Sign out of Microsoft: Use specific account for ComplyFlow

  2. Use Account Picker: Select correct account when prompted

  3. Clear Microsoft Cookies: Force fresh authentication

  4. Use Different Browser: Avoid account mixing

"Access denied" Error:

  • Organisation may have restricted third-party application access

  • Contact IT administrator to whitelist ComplyFlow

  • Alternative: Use email registration method instead

Browser-Specific Issues

Chrome Issues:

  • Disable third-party cookie blocking temporarily

  • Check that JavaScript is enabled

  • Clear site data for ComplyFlow and Microsoft domains

Firefox Issues:

  • Adjust enhanced tracking protection settings

  • Allow cross-origin requests for authentication domains

  • Check add-ons that might block authentication flows

Safari Issues:

  • Disable "Prevent cross-site tracking" temporarily

  • Allow pop-ups for Microsoft authentication domains

  • Clear website data for both ComplyFlow and Microsoft sites

Network and Firewall Issues

Corporate Network Restrictions:

  • Whitelist Microsoft authentication domains

  • Allow HTTPS traffic to *.microsoftonline.com

  • Permit redirects between ComplyFlow and Microsoft domains

VPN Interference:

  • Some VPNs may interfere with Microsoft authentication

  • Try disabling VPN temporarily for registration/login

  • Contact network administrator if issues persist

Account-Specific Troubleshooting

"Email address mismatch" Error:

  • Ensure you're using the correct Microsoft account

  • Email address must match business domain requirements

  • Contact support if using correct account but still getting error

"Account suspended" Error:

  • Microsoft account may be suspended by the organisation

  • Contact IT administrator to restore account access

  • Use alternative email registration method if needed

"Permission denied" Error:

  • Account lacks permission to consent to third-party applications

  • IT administrator may need to pre-approve ComplyFlow

  • Request admin consent through Azure AD portal


Security and Privacy

Data Protection

Information Collected:

  • Email address from Microsoft account

  • Display name and basic profile information

  • Organisation information (if available in Microsoft profile)

  • Authentication tokens (temporary, not stored)

Data Storage:

  • Email and profile information stored in ComplyFlow database

  • No Microsoft passwords or sensitive credentials stored

  • All data encrypted at rest and in transit

Data Sharing:

  • Information only used for ComplyFlow account management

  • No data shared with third parties beyond Microsoft authentication

  • Standard ComplyFlow privacy policy applies to all account data

Authentication Security

OAuth 2.0 Standards:

  • Industry-standard authentication protocol

  • Secure token exchange between ComplyFlow and Microsoft

  • No password sharing between systems

Token Management:

  • Short-lived authentication tokens only

  • No long-term Microsoft credentials stored

  • Automatic token refresh handled securely

Session Security:

  • ComplyFlow sessions independent of Microsoft session

  • Proper logout recommended for shared devices

  • Session timeout based on ComplyFlow security settings


Alternative Authentication Methods

When to Use Email Registration Instead

Microsoft SSO Not Available:

  • Organisation doesn't use Microsoft 365

  • Personal Microsoft accounts only available

  • Corporate policies restrict third-party SSO

Technical Issues:

  • Persistent Microsoft authentication problems

  • Network restrictions blocking Microsoft domains

  • Browser compatibility issues with SSO flow

User Preference:

  • Prefer separate credentials for ComplyFlow

  • Want manual control over session management

  • Need to use non-Microsoft email address


Getting Support

Before Contacting Support

  1. Verify Account Type: Ensure using business Microsoft account

  2. Test Different Browser: Try Chrome, Firefox, or Edge

  3. Check Network Access: Confirm Microsoft domains are accessible

  4. Review Error Messages: Note exact error text for support team

Information to Provide

Microsoft SSO Issues:

  • Exact error message text

  • Microsoft account email domain

  • Browser and version information

  • Network environment (corporate, home, VPN)

Authentication Problems:

  • Step where process fails (registration vs. login)

  • Screenshots of error screens

  • Whether other Microsoft applications work normally

  • Any recent changes to Microsoft account or organisation settings

Support Channels

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