Strategy Overview sign-in runs on Microsoft Entra, so the sign-in page looks like a Microsoft page. Your login is still its own Strategy Overview account, separate from your Microsoft 365 account. The first time you sign in, you set your own password in a few steps.
Signing in for the first time
Everyone sets their own password the first time they sign in, whether they were just invited or were added to your account earlier:
Choose your region. On the login screen, choose North America or Europe. Your choice is remembered on that device. If you pick the wrong one, click Choose a different data center next to Not your region?.
Enter your email. On the Microsoft sign-in screen, enter the email address you use for Strategy Overview.
Set your password. On the password screen, don't type a password yet. Click Forgot password? (on some sign-in pages it reads Set or reset my password), enter the code that's emailed to you, and choose a password. Once it's set, you're signed in.
Note: The password link is the step people miss. If you've never set a password through it, no password will work, including your old one.
Does this connect to my Microsoft 365 account?
Your Strategy Overview login doesn't connect to your Microsoft 365 account. The sign-in page is hosted by Microsoft Entra, which is why it looks like a Microsoft page.
Sign in with the email address you use for Strategy Overview and the password you set through the password link.
Your Microsoft 365 password won't work on this screen.
Being signed in to Microsoft 365 in the same browser doesn't sign you in to Strategy Overview.
If you want your team to sign in with their work Microsoft 365 accounts, that's single sign-on (SSO), which we set up together with you. A custom domain is needed first. Ask for a person in the chat in the bottom right and we'll get it started.
Verification codes
Multi-factor authentication (MFA) is on by default. When you sign in, Microsoft emails you a verification code to enter. No authenticator app is needed. Tick the box to stay signed in on a device you use regularly. If you don't, you're asked for a code at every sign-in, which can feel like a password loop.
Note: An Administrator or Manager can turn MFA off for one user. Go to Settings > System > Users, open the user and untick MFA Status.
Skipping the region screen
If you sign in at app.strategyoverview.com, you can skip the region screen by bookmarking your region's own address:
North America: https://app.us.strategyoverview.com
Bookmark the address exactly as shown, with nothing added after it.
Note: If your MSP has its own branded login address, keep using that. The region addresses only apply if you sign in at app.strategyoverview.com.
"We couldn't find an account with this email address"
The message "We couldn't find an account with this email address" usually means one of two things:
You haven't set your password yet. Go back to the first-time steps and use the password link.
You're signing in to the wrong region. Your account lives in one data center only, North America or Europe. That's set when the account is created and isn't always where your company is based. Try the other region's address above, then set your password there.
The password link shows an error
If the password page shows an error instead of sending you a code, the account usually isn't ready for sign-in yet:
The invitation was never confirmed. New users get a confirmation email when they're added. If that link was never clicked, setting a password fails. Ask for a person in the chat and we'll confirm the account for you.
That email isn't a user in Strategy Overview. Check that you're using the exact address your admin added in Settings > System > Users, not an alias or a different domain.
Several people are locked out at once
When several users get "UNAUTHORIZED. Your session has expired" or a similar error at the same time, across different devices and browsers, it's almost always a short Microsoft Entra outage rather than anything in your account. Try again later, and if it's still happening, ask for a person in the chat.
Still can't sign in?
Ask for a person in the chat in the bottom right. Include the email address you're signing in with and a screenshot of the error, and we'll get you back in.