NOTE: Your organization MUST have setup Microsoft Account with Mercator.ai ahead of the users signing up or connect Microsoft Accounts to their Mercator.ai account. Please connect with your IT Administrator (Instructions for IT Admin) and email support@mercator.ai with subject "Request to Enable Microsoft SSO".
How to Create a new account with Microsoft
Accept your Mercator AI invite via email
Click "Join Now" button from the invite email.
On the "Create Your Account" Page, click “Sign up with Microsoft”.
A window will popup. Sign into your Microsoft account. NOTE: the Microsoft account email MUST match the Mercator AI Account email.
How to connect your existing Mercator.ai account to a Microsoft Account
Log into Mercator.ai with your existing password.
Navigate to Account Settings > Account Settings
Under "Connect Your Account", click the “Sign in with Microsoft” button.
A window will popup. Sign into your Microsoft account. NOTE: the Microsoft account email MUST match the Mercator.ai Account email. (See Instructions for IT Administrators)
How to complete the Microsoft process
The Microsoft SSO popup has been prompted. There are different experiences depending on what the user’s current Microsoft logged in state.
If you "Need admin approval"
This means your organization must set up Microsoft SSO before you can log in.
Contact your IT Administrator (See Instructions for IT Admin)
Have them email support@mercator.ai with subject: “Request to Enable Microsoft SSO”
If you are not logged in to any Microsoft accounts
The Microsoft pop-up will ask you to log in with your username/password.
You must log in to the same email as the Mercator AI invite.
If you're logged into multiple Microsoft Accounts
The Microsoft pop-up will show a list of logged-in Microsoft accounts
You must select the Microsoft account with the same email as the Mercator AI invite.
If the the Microsoft account with the same email as MercatorAI invite is not on the list, select “(+) Use another account” and follow the username/password flow as above.
If you're logged into a single Microsoft Account
The Microsoft pop-up will pop-up and, within seconds, close.
Microsoft effectively auto-selects the single logged-in Microsoft account.
This can cause problems and is addressed here.
If you're asked to grant Mercator AI individual permission
The pop-up will ask to grant Mercator AI permission to read the user’s profile.
Mercator AI uses this permission to get the email address of the user. The email is used to match it against our application invite emails and to send emails for Saved Searches.
Click the Accept button and grant the permission.
The popup will close and the user will be forwarded into the Mercator AI (logged in)
Troubleshooting Errors
Issue: The Microsoft window opened briefly, then disappeared, and I was not able to log in.
What's happening: The Microsoft popup window auto-selects the wrong Microsoft Account
If the Microsoft SSO popup and closes due to having only one Microsoft logged in account and Mercator AI returns with a mismatched email error, it is because the currently logged in Microsoft account is NOT the email we have for the MercatorAI account.
Mercator AI cannot get Microsoft to let us choose a different account or use the Microsoft username/password flow.
How to fix this scenario
Before triggering Microsoft SSO again, make sure you’ve completed one of these steps.
Option 1 : Log out of your Microsoft account
Log out of your current Microsoft account by going to https://account.microsoft.com and click Sign out.
Sign into Mercator AI with Microsoft and follow steps for if you are not logged into any accounts
Option 2: Add another account
Log in to the correct Microsoft account by going https://account.microsoft.com and select “Sign in with a different account”. Log in with the matching Mercator AI invited email.
Sign into Mercator with Microsoft and follow steps for "if you are logged into multiple accounts"
Issue: I cannot create my account with Microsoft SSO from the sign in page
What's happening: All users MUST complete their Mercator AI account through the invite email process.
If you try to log into Mercator AI via the login in page WITHOUT accepting an invite, you'll see an error indicating that the user needs to check their email and accept the invite.
How to fix this scenario
Check your inbox for the invite email with the subject line "You've been invited to Mercator.ai" and follow the steps to complete your account.
This will ensure your account is connected to your Microsoft account correctly.
Issue: When I try to sign into Microsoft, it says "You can't sign in here with a personal account. Use your work or school account instead"
What's happening: Unlikely to happen, but this means the organization is NOT on an enterprise version of Microsoft workspace. Microsoft SSO blocks non-enterprise accounts from using the username/password flow in the Microsoft SSO popup.
How to fix this scenario
Log into the matching Microsoft account before logging into Mercator.ai by going https://account.microsoft.com and select “Sign in with a different account” or sign up with the correct invited Mercator.ai account.
When asked to "Stay signed in?", Click Yes
Then log into app.mercator.ai with Microsoft and select that account
If you still can’t log in
Repeat steps 1–2 in a different browser (e.g., Safari or Chrome).
Issue: I get the error message "This Microsoft account isn’t supported for Single Sign-On."
What's happening: Microsoft lets you create an account using any email address even if that email isn’t hosted by Microsoft. For example, you can use it to sign in to Microsoft Word 365. However, Microsoft won’t allow that type of account to be used for Single Sign-On (SSO). Since Microsoft doesn’t manage the underlying email, it can’t verify that you actually control the address — so it won’t extend trust to other apps through Microsoft SSO.
How to fix this scenario
There is no workaround and considered a security measure for Microsoft.
You must use an email/password to sign in.