# Sign in with Microsoft: single sign-on for your brokerage

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> Continue with Microsoft to sign in or finish registration. Keep your existing account, workspaces, permissions and two-step verification.

**Status:** Beta — Complete for the first firms using it; details may still move.
**On the broker’s path:** Platform

**The problem this solves:** Your team already uses Microsoft for work and wants to use the same account to enter Capitality, keeping its existing access.

Choose **Continue with Microsoft** on either the sign-in or sign-up page. Capitality
recognizes an account you have already connected. If you are new, it guides you through
the remaining registration steps without asking you to choose a different page.

## How it works

1. On the [sign-in page](https://app.capitality.io/login), choose **Continue with Microsoft**.
   The same button is available on the sign-up page when Microsoft sign-in is configured.
2. Choose your account on Microsoft's own page. Enter your Microsoft password only there.
3. For an account you have already connected, continue to Capitality. If you enabled
   [two-step sign-in](https://docs.capitality.io/features/two-step-sign-in/), complete that check as usual.
4. On your first connection, confirm your email address with the code Capitality sends you.
   A matching, verified Capitality session can also confirm your address.
5. If the account already exists, choose **Connect Microsoft and sign in**. If you are new
   and registration is available, check your name and accept the terms and data processing
   agreement. Marketing updates remain optional.

When registration is closed and you have no valid invitation, Capitality shows the access
request form with your address already filled in. Signing in does not open registration or
create a new workspace. An invitation returns you to the invitation after sign-in.

## Connect Microsoft from your profile

You can also connect Microsoft while already signed in:

1. Open **Settings → Profile → Security → Sign-in methods**.
2. Choose **Connect Microsoft**, then select the Microsoft account with the same email
   address as your confirmed Capitality address.
3. Complete Microsoft's sign-in and return to your profile. The method shows **Connected**.

Your existing password and other connected sign-in methods remain available. If the
addresses differ, select another Microsoft account or update and confirm your Capitality
address first.

## What Capitality receives from Microsoft

| Used for sign-in                        | Not accessed through sign-in |
| --------------------------------------- | ---------------------------- |
| Your name                               | Email messages               |
| Your email address                      | Calendar events              |
| Confirmation of your connected identity | Files in OneDrive            |
|                                         | Your Microsoft password      |

Connecting a [mailbox](https://docs.capitality.io/integrations/mailbox/) is a separate action with its own permission.
Signing in with Microsoft does not connect your mailbox.

## If something does not work

- **The confirmation code has expired.** Request another code on the confirmation page.
  If the whole sign-in attempt has expired, start again from the sign-in page.
- **Your existing email address is unconfirmed.** Capitality asks you to use your existing
  sign-in method and confirm the address first. Use password recovery if you need it.
- **Microsoft asks for administrator approval.** Ask the person who manages your firm's
  Microsoft accounts to review the sign-in request.
- **The Microsoft button is missing.** The connection is not available. Use one of the
  sign-in methods shown on the page.

## Frequently asked questions

### Can I register directly with Microsoft?

Yes, when registration is open or you have a valid invitation. Continue with Microsoft,
confirm your email address and complete the short registration step. If access is by
invitation only and you are not invited, you can request access instead.

### Does it matter whether I start on sign-in or sign-up?

No. An existing connected account signs in from either page. A new account continues to
registration or an access request, according to the current invitation rules.

### Will I get a second account or different permissions?

No. An existing account keeps its workspaces, memberships and roles. Capitality asks you
to confirm the connection before Microsoft is added as a sign-in method.

### Does signing in give access to my mailbox?

No. A mailbox is connected separately. The Microsoft sign-in button only signs you in to
Capitality.

### Does Capitality still ask for my two-step code?

Yes, when the check is required for your account. Microsoft is connected only after you
complete that check. The same trusted-device rules apply as with your other sign-in methods.

### Can I still use my password or Google?

Yes. Existing sign-in methods remain available. You can also read about
[signing in with Google](https://docs.capitality.io/features/google-sign-in/).

## New in this feature

- App 0.52.2: Find clear instructions for connecting another sign-in account and keeping your existing access.
- App 0.52.0: Choose your preferred sign-in method and connect additional accounts from your security settings.

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HTML version: https://docs.capitality.io/features/microsoft-sign-in/ · Language: en